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This method will allow you to upload a sample certificate and add the required policies based on the uploaded sample.
To download a comprehensive step-by-step walkthrough, click HERE.
This guide will review selecting the most common ACORD form, the ACORD 25.
To begin, drop down the “Certificates” menu and click “Manager”.
Within the Certificate Manager, click the orange “Create Certificate” button.
Select “Sample Certificate” and upload a copy of the sample certificate.
After uploading the sample certificate, click the blue “Create Certificate” button.
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.
When a sample certificate is uploaded, a copy of the sample certificate you just uploaded will be available for reference within the Sample Certificate tab of the COI resources.
When the Sample Certificate tab on the left is open and the ACORD Form is selected on the right, you will be provided a side-by-side view of both.
The ACORD Form on the right will be blank, allowing you to select to add the policies and coverages, Holder name and address, and any other applicable data to the certificate, according to the Sample Certificate that was uploaded.
The certificate preview on the right provides a real-time display of any additions and edits you make to the certificate.
The GREY selectors indicate areas on the certificate that you can interact with and modify, and you can utilize these grey selectors to fill out the various fields of the certificate.
The following fields will be pre-filled with agency selected default data. Click the links to learn how to select and update these fields:
The following fields will start off without data entered. Click the links to learn how to select and update these blank fields:
- Selecting the Policies/LOB profiles
- Entering the Certificate Holder
- Adding verbiage to the Description of Operations
- Attaching Endorsements