Selecting an ACORD Form Type

This method will allow you to manually select the desired ACORD form type to build a COI on. You can proceed by selecting the required LOB profiles, or by selecting an existing COI template.

To begin, drop down “Certificates” and click “Manager”.

Within the Certificate Manager, click “Create Certificate”.

Select the desired ACORD form type.

You can select a previously created certificate template or continue without a template and enter the required policies manually.

After selecting the desired ACORD form and template preference, click “Create Certificate”.

This will bring you to the Certificate Editor, which is split in two sections – the COI resources on the left and a preview of the ACORD form itself on the right.

The certificate preview on the right provides a real-time display of any additions and edits you make to a certificate.

The GREY selectors indicate areas on the certificate that you can interact with and modify.

You can customize or modify your certificate of insurance by choosing any of the following grey selectors:

• Agency contact name, number, and email
• Named Insured
• Certificate policies
• Description of Operations
• Certificate Holder
• Signature

Click to Continue to “Updating the Agency Contact"

OR

Click to review the “Anatomy of the Certificate Editor"