Learn the process for adding a certificate policy in Quadra, along with sending, printing, or editing a policy template.
This tutorial explains the process for adding a new master policy in Quadra.
This tutorial explains the approval process when creating a certificate.
Learn how to renew certificates individually and as a batch. Also learn how to non-renew certificates on a specific date.
Create a property or liability certificate and print or send it by fax or email.
This tutorial explains the process for adding a Certificate of Insurance from the Vehicles module.
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.
Learn how to access producer details and edit information used for insurance policies.
Learn how to search for multiple certificates that meet certain criteria, then print and share the certificates