Table of Contents
About Certificate Policies
In this module you will create certificate policy templates. You will select an ACORD form and fill in insurer details, effective dates, limits, and other information. These details will then transfer to a Certificate of Insurance, created in the Property and Liability module, which will include names and addresses of the producer and the insured.
Access Certificate Policies Module
-
From within Quadra, click the module icon at the top.
- Under Certificates, click Certificate Policies.
