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Learn how to SELECT an existing Policy, EDIT an existing Policy, and ADD a new Policy.
Within the Policies section of the certificate, click “Add Policy” for the policy you want to add to the certificate.
This will take you to the Line of Business (LOB) editor within the certificate editor.
On the far left of this section you can switch through various LOBs to add to the certificate.
You can also select existing LOB profiles or add new LOBs profiles.
Selecting an Existing Policy LOB
To add an existing LOB, click the “Choose Profile” dropdown and select the policy you would like to add.
This will populate the data from your Agency Management System (AMS).
You can either select the next LOB on the left to add to the certificate…
…Or click “Save” in the lower right of the LOB editor to finish adding the selected policy(ies) to the certificate.
Editing an Existing Policy LOB
Please Note: While you are unable to increase the limits pulled from your AMS to show on the certificate, you can update to show a lower limit.
To edit an existing LOB, within the LOB editor click “Edit Existing”.
This will ensure the values are no longer greyed out and are ready for you to edit. Proceed with the revisions and click save in the upper right corner.
Please Note: Any changes you make to the LOB within the Certificate Manager will update not just the certificate, but the LOB across the board.
After your edits are complete, click “Save” in the lower right of the LOB editor to add the revised policy(ies) to the certificate.
Adding a New Policy LOB
Don’t see the policy you want to show on the certificate? Add a new LOB while issuing a certificate by clicking “Add New”.
This will allow you to create a new LOB Profile right from within the certificate editor, without having to leave your certificate and entering the policies.
Please Note: While you are unable to increase the limits pulled from your AMS to show on the certificate, you can update to show a lower limit.
The ACORD Form type will already be selected determined by the ACORD form you selected at the beginning of the process.
Select the desired policy from the Policy drop down.
After selecting the policy, the LOB Type and LOB Type Name will pre-populate.
Enter a name for the LOB profile you are creating.
Review and confirm the data pulled from the AMS.
When ready to select to add the new policy to the certificate, click “Save” in the lower right of the LOB editor to update the data on the certificate.
Additional Insured and/or Waiver of Subrogation Boxes
If you need to check the Additional Insured and/or Waiver of Subrogation boxes, you can do so while within the LOB editor.
Select the policy, check the Additional Insured and/or Waiver of Subrogation boxes, and click “Save”.
The selected policies and any applicable revisions or additions are now reflected on the certificate:
