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This method will parse an uploaded contract, scan for the insurance clause and extract the required policies.
To begin, drop down “Certificates” and click “Manager”.
Within the Certificate Manager, click “Create Certificate”.
Select “Contract” and select the contract you want to upload. 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 a contract is uploaded, a copy of the contract will be available for reference within the Contract tab.
From here, you can scroll through and review the contract you just uploaded.
Insurance Tab
When insurance clause is entered is uploaded, the details of the insurance requirements will be displayed within the Insurance tab.
The contract in its entirety is run through the Certificate Hero software. Through this, the insurance section of that contract is isolated and highlighted, as shown below.
Instead of seeing the entire contract document, you will see just the highlighted page or pages that contains the required insurance information.
Requirements Tab
When a contract is uploaded, the Certificate Hero software breaks down the highlighted insurance sections of the contract 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, expand the LOB and a red message will identify the coverage(s) within the policy is not compliant with the contract you uploaded.
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 contract you uploaded.
