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This method will allow you to enter the insurance clause/requirement verbiage into the Insurance Clause field. The system will parse the data and extract the required policies.
To begin, drop down “Certificates” and click “Manager”.
To begin, drop down “Certificates” and click “Manager”.
Select “Insurance Clause” and enter the text from the insurance clause/requirements. Click “Create Certificate”.
This will bring you to the Certificate Editor, which is split in two sections – the COI resources on the left and the ACORD form itself on the right.
On the right, select the ACORD Form type you would like to build the certificate out on.
Certificate Editor
The Certificate Editor is a user-friendly interface, and each tab and grey selector has its own importance, allowing you to easily customize any part of the certificate.
Within the certificate preview to the right, you will see in real time any additions and edits you make to a certificate. Anything with a GREY selector is an area within the certificate you can interact with.
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
Below we will review the fields of the Certificate Editor that are specific to issuing by uploading a contract or entering insurance clause.
Contracts Tab
When insurance clause is entered, a copy of the verbiage will be available for reference within the Contract tab.
From here, you can scroll through and review the verbiage you just entered.
Insurance Tab
When insurance clause is entered, the details of the insurance requirements will be displayed within the Insurance tab.
The insurance clause is run through the Certificate Hero software. Through this, the insurance section of that verbiage is isolated and highlighted, as shown below.
Requirements Tab
When insurance clause is entered, the Certificate Hero software breaks down the highlighted insurance section by line of business. And then within each line of business, breaks it down further by each coverage that’s being required. You will find the breakdown of required LOBs and coverages within the Requirements tab.
This will display any compliant and/or non-compliant policies.
You can expand each LOB to review the coverage requirements extracted from the uploaded contract or manually entered insurance clause.
Requirements – Non-Compliant Line of Business(es) (LOB)
A non-compliant LOB will be easily identifiable by a highlighted red boarder. To view what is not complaint, you can expand the LOB and a red message will alert you identifying the coverage(s) within the policy is not compliant with the insurance clause you entered.
Requirements – Compliant Line of Business(es) (LOB)
A compliant LOB, the LOB will not have a highlighted red boarder. To verify compliance, expand the LOB, and review the coverage requirements identified from the insurance clause you entered.
