CERTIFICATES of Insurance

Create certificates in seconds, not minutes
Once a Master cert is created, when you come back next week, next month, next year, rest assured we have the correct information that auto-fills your certificate with accuracy.
When creating a certificate, do you currently look up a master cert from last year and be forced to potentially change the company, policy number, effective dates, vehicles, checkboxes, limits, description verbiage, etc.??
With Agency Master, ALL the data is in the system and there is no need to manually update anything in the certificate.
We know you may have changed a coverage limit on a GL policy 2 months ago, deleted a unit, added a unit, we remember
Certificate Holder Only: See all units in the database, all certholders attached to this client (many users have up to 500 certholders attached)
Loss Payee Master Cert: For example, if you have 10 units, 2 of them might be financed with Bank of America, and 3 with Wells Fargo. When you choose the Loss Payee master cert, and click Bank of America, you will see 2 units financed with them. Click on Wells Fargo and see 3 units with the value, VIN #’s, Year Make Model etc. Click on the 2^nd one and see the 3 vehicles from the database
Don’t worry about missing anything on the certificate with Agency Master, we know what needs to populate your certificate
Unlimited Certificate Holder database that is available to all clients
All Loss Payees available to all clients
Email, Fax, Print, or Save any certificate
History of every cert ever sent filtered to 1 client or all clients
Unlimited user defined descriptions like “Certificate holder is named as Additional Insured on Auto Liability”
Add vehicle values on all vehicles on the fly
Saved multiple signatures. No need to print out sign and scan back into system
Description area with too much data? With 2 clicks you can transfer that data to a 101