Tutorials

Select an Certificates tutorial to view its video.

Add a Certificate Policy

Learn the process for adding a certificate policy in Quadra, along with sending, printing, or editing a policy template.

Add a Master Policy

This tutorial explains the process for adding a new master policy in Quadra.

Approval Process for Certificates

This tutorial explains the approval process when creating a certificate.

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.

Create a Certificate of Insurance

Create a property or liability certificate and print or send it by fax or email.

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