Tutorials
Select an Certificates tutorial to view its video.
Certificate Renewals and Non-renewals
Learn how to renew certificates individually and as a batch. Also learn how to non-renew certificates on a specific date.
Generate a COI for Vehicles
This tutorial explains the process for adding a Certificate of Insurance from the Vehicles module.
Including Addenda for Certificates
This tutorial explores the process for including addenda to policies so they will appear with the certificate. This is useful for attaching more extensive coverage information.
Manage Producer Details for Policies
Learn how to access producer details and edit information used for insurance policies.
Print or Share Multiple Certificates
Learn how to search for multiple certificates that meet certain criteria, then print and share the certificates
Settings for Certificates
Learn more about the settings available for property and liability certificates and how edits will impact the information that will appear on the final certificate.