View source for Forms: Certificate of Insurance

[[Category:Forms]]
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
<tr>
    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Forms]] Newton User Guide: [[Newton User Guide#Forms|Forms]]</td>
</tr>
<tr>
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
</tr>
<tr>
    </tr>
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
    <td>Related Pages</td>
</tr>
<tr> 
<td>
<ul>
<li>[[Batch Send]]</li>
<li>[[Forms: Configure Forms]]</li>
<li>[[Forms: Form Bundle]]</li>
<li>[[MyInsuranceDashboard.com Integration]]</li>
<li>[[Policy Dashboard]]</li>
<li>[[Scan An Electronic Signature]]</li>
</ul>
</td>
</tr>
</table>
The steps below outline the processes of creating or editing Certificates of Insurance with Certificate Holders and/or Property Interest.

== Before you begin ==
Access to [[Forms|create and edit an existing forms]] requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> Entry and Edit]] access.

[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.

[[File:Ic_info_black_24dp.png]]  Prior to creating a form, a client with a policy must already be entered into the system. See [[Policy: Create A Policy|Create A Policy]] for more details.

==Creating Master Certificate of Insurance==
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
#On the [[Client Tab: Client Dashboard|'''Client Dashboard''' tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''.
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]].
# Select '''Create Item''' -> '''Create Certificate of Insurance''' from the policy dashboard toolbar.
# Select the '''Policy Number(s)''' for each type of insurance.
# Select '''Import Data''' from the top toolbar to pull limits from other ACORD forms or prior Certificates on the client.
# Enter in a form '''Description''' ''(Example: 2019-2020 Master Certificate).''
# Enter in any additional limits. 
# Check '''Waiver of Subrogation''' if applicable to the policy(s).
# Enter a '''Description of Operations''' that applies to '''all''' holders. 
# Press '''Ctrl-G''' to choose signature.
# Select '''Save''' from the top toolbar.

===Adding Certificate Holders===
# Select '''Choose Holders''' from the top toolbar. ''(Optionally, use the '''Choose Certificate Holders''' button at the bottom of the form).''
#*Use '''Copy Interests''' to copy any interest saved on the client.
#*Use '''Edit Interest''' to edit an interest already saved to the Certificate. 
#*Use '''New Interest''' to add a new interest profile.
#*Use '''Find Interest''' to select a saved interest profile.
#*Use '''Remove Interest''' to remove interest from Certificate.
#*Use '''Interest Properties''' to set unique holder Description of Operations and Additional Insured.
#*Use '''Print Interest''' to print a list of all holders on the Certificate.
# Select '''Close''' after all holders are added.

===Adding Property Interests===
# Select '''Choose Properties''' from the top toolbar. ''(Optionally, use the '''Choose Properties''' button at the bottom of the form).''
#*Use '''Select''' to choose property with interest.
#*Use '''Edit''' to edit a property or property interest already saved to the Certificate.
#*Use '''New''' to add a new property with property interest.
#*Use '''Remove''' to remove property from Certificate.
#*Use '''Print''' to print a list of all properties and property interest on the Certificate.
# Select '''Close''' after all properties are added.

===Batch Printing or Emailing Certificates of Insurance===
# Select '''Print''' from the top toolbar.
#*Use '''Check All''' to select all holders.
#*Use '''Uncheck All''' to de-select all holders.
#*Use '''right-click''' to '''Check Holders with Email''' ''(Optionally, use Ctrl+E).''
#*Use '''right-click''' to '''Check Holders without Email''' ''(Optionally, use Ctrl+W).''
#Select '''Print''' or '''Email''' to generate the Certificates for specified holders.
#*Use '''Export''' to export selected holders to a spreadsheet.
#*Use '''Printer''' to change default printer.
#*Use '''Preview''' to see a PDF of the Certificate for each selected holder.
#*Use '''Cancel''' to return to the Certificate.

==Existing Certificate of Insurance: Adding or Editing Certificate Holders or Property Interests==
===Open Existing Certificate of Insurance===
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
# Select the '''Forms''' tab. 
#'''Left-Click''' the desired Certificate of Insurance.

===Adding or Editing Certificate Holders===
# Select '''Choose Holders''' from the top toolbar. ''(Optionally, use the '''Choose Certificate Holders''' button at the bottom of the form).''
#*Use '''Copy Interests''' to copy any interest saved on the client.
#*Use '''Edit Interest''' to edit an interest already saved to the Certificate. 
#*Use '''New Interest''' to add a new interest profile.
#*Use '''Find Interest''' to select a saved interest profile.
#*Use '''Remove Interest''' to remove interest from Certificate.
#*Use '''Interest Properties''' to set unique holder Description of Operations and Additional Insured.
#*Use '''Print Interest''' to print a list of all holders on the Certificate.
# Select '''Close''' after all holders are added.

===Adding or Editing Property Interests===
# Select '''Choose Properties''' from the top toolbar. ''(Optionally, use the '''Choose Properties''' button at the bottom of the form).''
#*Use '''Select''' to choose property with interest.
#*Use '''Edit''' to edit a property or property interest already saved to the Certificate.
#*Use '''New''' to add a new property with property interest.
#*Use '''Remove''' to remove property from Certificate.
#*Use '''Print''' to print a list of all properties and property interest on the Certificate.
# Select '''Close''' after all holders are added.
# Select [[#Batch Printing or Emailing Certificates of Insurance|Print]] to generate the Certificates.

==Creating Renewal Certificates for Non-Downloaded Policy==
===Policy is Renewed by Policy Task===
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
#On the [[Client Tab: Client Dashboard|'''Client Dashboard''' tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])'' 
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]].  
#Select '''Policy Tasks''' -> '''Renew Policy'''.
#Verify '''Policy Type''' -> '''Policy'''.
#Verify '''Policy Number'''.
#Select the [[Transaction Profile|Transaction Code]] for '''Renewal''', typically '''REN'''. 
#Verify the '''Effective Dates''' for the renewal.
#'''Optional Items:'''
#*Enter a short description in the '''Transaction Details''' field. 
#*'''Do not''' select '''Bring Forward Attachments''' if the policy number does not change. 
#*To create a follow up [[Diary]] item, select the '''Create Diary''' option. 
#*Enter any additional activity details in the '''Policy Log''' field. 
#Select '''Next'''.
#Place a check next to the '''Certificate of Insurance(s)''' to be renewed.
#Select '''Next'''.
#Once renewal process completes, open the Certificate of Insurance on the '''Policy Forms''' tab to make any updates or edits.
# Select [[#Batch Printing or Emailing Certificates of Insurance|Print]] to generate the Certificates.

==Creating Renewal Certificates for Downloaded Policy==
===Policy is Renewed by Carrier Download===
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
#On the [[Client Tab: Client Dashboard|'''Client Dashboard''' tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''.
#'''Left-Click''' the renewed policy number to open the [[Policy Dashboard]].
# Select '''Create Item''' -> '''Create Certificate of Insurance''' from the policy dashboard toolbar.
# Select the '''Policy Number(s)''' for each type of insurance.
# Select '''Import Data''' from the top toolbar to pull limits from prior term master.
# Enter in form '''Description''' ''(Example: 2019-2020 Master Certificate).''
# Enter in any additional limits. 
# Check '''Waiver of Subrogation''' if applicable to the policy(s).
# Enter a '''Description of Operations''' that applies to '''all''' holders. 
# Press '''Ctrl-G''' to choose signature.
# Select '''Save''' from the top toolbar.
# Select '''Choose Holders''' from the top toolbar. ''(Optionally, use the '''Choose Certificate Holders''' button at the bottom of the form).''
# Select '''Copy Interests''' to copy holders (interests) from prior term master.
# Select desired holders to copy; press '''OK'''.
# Select [[#Batch Printing or Emailing Certificates of Insurance|Print]] to generate the Certificates.

==Adding Unique Description of Operation and Additional Insured Properties==
===Certificate Holders: Choose Holders===
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
# Select the '''Forms''' tab. 
#'''Left-Click''' the desired Certificate of Insurance.
# Select '''Choose Holders''' from the top toolbar. ''(Optionally, use the '''Choose Holders''' button at the bottom of the form).''
# '''Left Click''' the Certificate Holder and select '''Holder Properties''' from the menu ''(Optionally, use '''Interest Properties''' button with holder highlighted).''
# Enter desired '''Interest Notes''' ''(Note: Interest Notes are for internal use only and will not print onto the holders Certificate).''
# Enter in the '''Description''' that will be unique to the holder.
# Use '''Append this description to existing text''' if the description needs to be added to the text already entered on the master Certificate of Insurance form.
# Select applicable '''Additional Insured''' option. 
#* If '''Yes''', select the '''Add'l Insured Company''' ''(Note: the company code entered here will need to correspond with the company code entered on the selected policy on the Certificate of Insurance. All policies with this company code, will show the holder as an Additional Insured).''
#* If '''Yes''' and the holder is only an Additional Insured on a single policy, select the '''Add'l Insured Policy'''.
# Select OK. 
# Select [[#Batch Printing or Emailing Certificates of Insurance|Print]] to generate the Certificates.

===Property Interest: Choose Properties===
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
# Select the '''Forms''' tab. 
#'''Left-Click''' the desired Certificate of Insurance.
# Select '''Choose Properties''' from the top toolbar. ''(Optionally, use the '''Choose Properties''' button at the bottom of the form).''
# Choose '''Select''' if the Property already exist on the client. ''(Optionally, select '''New''' to enter in the Property details).''
# Select the Property(s) to be added to the Certificate.
# Select '''Edit'''. 
# Select '''Choose Property Interest'''. 
#*Use '''Copy Interests''' to copy any interest saved on the client.
#*Use '''Edit Interest''' to edit an interest already saved to the property. 
#*Use '''New Interest''' to add a new interest profile.
#*Use '''Find Interest''' to select a saved interest profile.
#*Use '''Remove Interest''' to remove interest from property.
# '''Left Click''' the interest and select '''Property Interest Properties''' from the menu ''(Optionally, use '''Interest Properties''' button with interest highlighted).''
# Select the '''ACORD 25''' tab. ''(Optionally, select '''ACORD 24''' if that's the desired form).''
# Enter desired '''Interest Notes''' ''(Note: Interest Notes are for internal use only and will not print onto the Certificate).''
# Enter in the '''Description''' that will be unique to the property interest.
# Use '''Append this description to existing text''' if the description needs to be added to the text already entered on the master Certificate of Insurance form.
# Select applicable '''Additional Insured''' option. 
#* If '''Yes''', select the '''Add'l Insured Company''' ''(Note: the company code entered here will need to correspond with the company code entered on the selected policy on the Certificate of Insurance. All policies with this company code, will show the holder as an Additional Insured).''
#* If '''Yes''' and the property interest is only an Additional Insured on a single policy, select the '''Add'l Insured Policy'''.
# Select '''OK'''.
# Select '''Close'''.
# Select '''Save'''.
# Select '''X''' to close the property.
# Select '''OK'''.
# Select '''Close''' to return to the Certificate.
# Select [[#Batch Printing or Emailing Certificates of Insurance|Print]] to generate the Certificates.

==Certificate Holder and Interests Reports==
===Printing a Single Report for all Certificate Holders and Property Interests===
# [[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
# Select the '''Forms''' tab. 
# '''Left-Click''' the desired Certificate of Insurance.
# Select '''Choose Holders''' from the top toolbar. ''(Optionally, use the '''Choose Holders''' button at the bottom of the form).''
# Select '''Print Interest'''.

===Exporting a Report which Includes Email Address and Fax Number for All Certificate Holders and Interests===
# [[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. 
# Select the '''Forms''' tab. 
# '''Left-Click''' the desired Certificate of Insurance.
# Select '''Print''' from the top toolbar.
# Use '''Check All''' to select all holders.
# Select '''Export'''.