Certificates of insurance
Certificates of insurance in minutes, not a morning
Build the certificate from the business customer's record, fill in limits and deductibles by coverage, and email the PDF without leaving the contact.
Built from the customer's record
Start a certificate from the business contact. The insured's details come from the record, so nobody retypes them.
Limits and deductibles by coverage
Add each coverage on the certificate with its own limits and deductibles.
PDF and email in one step
Produce the certificate as a PDF and email it to the certificate holder from the contact. The certificate stays on the customer's record for the next request.
Every certificate tracked
See which certificates were created and sent for each customer, so a repeat request takes a minute.
FAQ
Questions agencies ask
- Who are certificates for?
- Business customers. Certificates are created from a business contact's record.
- Can I set different limits for each coverage?
- Yes. Each coverage on the certificate has its own limits and deductibles.
- How is the certificate delivered?
- It's produced as a PDF and emailed from the contact, and a copy stays on the customer's record.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.