Certificate of Insurance
Sign up for Access to free certificates of insurance.
of Insurance Manager
Cap Dat ACORD's
new Certificate Holder Profile and Batch Certificate Generator allow you to
automate the time consuming tasks of sending out large groups of Certificates
for your insureds.
You can even set your insured up for Self Service Certificates of Insurance
You can also import your certificate holder information from any other system that uses ACORD XML standards or can create an Excel spreadsheet. Learn more about our easy to use Import/Export wizard here.
As a part of each
Insured's Profile you are able to create an endless list of Certificate Holder
Holder Profile includes the Certificate Holders name, address, email and the
number of days cancellation notice the insurer will attempt to give to the certificate
Once the profile
has been created, this information will automatically pre-fill any certificate
of insurance you issue for this insured.
When you need
to issue more than one certificate - say at renewal - our Batch Certificate
Generator shows you a list of all Certificate Holders for that insured profile.
All you do is check the "Include" check box for each Certificate Holder
to whom you want to send a certificate and the system will e-mail all the certificates
at one time.
of Insurance manager includes your selected scanned signature on each certificate
Turn an all day
task into a 5 minute job. Now that's a real value added through good automation.
Certificate Template and Set Up Your Certificate Holders List
First, you need
to complete a Certificate of Insurance form and save it in the Cap-Dat-ACORD
system. The certificate should not include any Certificate Holder information,
but it should include all the rest of the common information all certificates
will have. Ex: Insured's name and address, the policy and coverage information.
Second, from your
"Insured's Profile" page, you add Certificate Holder information.
You can add as many Certificate Holders as you need.
Click on the "Certificate
Holders" tab in the Policy Holder Profil
Certificate Holder" to add as many as you need.
Is Done, You Never Need to Repeat These Steps.
of insurance need to be issued you...
1 - Highlight
the saved Certificate form you want to send
2 - Select the
Certificate Holders to whom you want to send the certificate
3 - Enter any Subject Line
and E-mail message you want to include
4 - Click on "Send"
All selected Certificate
Holders are e-mailed a private, secure link to the certificate. They can access
this certificate anytime, 24/7/365.
of Insurance will include your scanned signature.
Sent Log and Back Up Security
All send certificates
are tracked through our e-mail log.
You can see the
exact time and date send. You can even pull up the exact certificate that was
We maintain daily
back ups of all your files, including secure off site back ups.
Job Easier. Make Your Customer Service Better.
Certificate of Insurance Manager does exactly that for you.
Started Now for $24.95 a month or $250 a year.
Learn how to use the Certificate of Insurance
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