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Add a Certificate Policy

Certificates

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

Add a Master Policy

Certificates

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

Approval Process for Certificates

Certificates

This tutorial explains the approval process when creating a certificate.

Certificate Renewals and Non-renewals

Certificates

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

Certificates

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

Generate a COI for Vehicles

Certificates , Vehicles

This tutorial explains the process for adding a Certificate of Insurance from the Vehicles module.

Select a Certificate Renewal Delivery Option

Certificates

This tutorial explains how to set up the automatic renewal delivery to either email, fax or print.

Setting Up Automatic Underwriter Emails

Administration , Certificates

This tutorial is for administrative users. In this tutorial, we will explain the importance of automatic underwriter emails and how to set them up in Quadra.

Settings for Certificates

Certificates

Learn more about the settings available for property and liability certificates and how edits will impact how information appears on the final certificate.

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