Certificate Holders

This document will explain how the Certificate Holders option works from the Policy Summary screen.

Click on Certificate Holders to add or access those associated to this policy.

NOTE: Certificate Holders include: Lien Holders, Mortgages, Additional Insureds, etc. You will use this function when manually adding a Certificate Holder to a client in InsurancePro.

Any Certificate Holders that have been added to this policy and client will be listed here.

Click on the Add Cert. Holder button.

Choose the effective date that the Certificate Holder was added.

Add the Type of Certificate Holder from the dropdown list or you may type into the field and add any description to the list.

Enter the respective Name, Address, Phone, Fax, Loan# of your Certificate Holder.

This screen includes a section for Notes/Dates Printed for additional information regarding this Certificate Holder. The information you enter here does not transfer to any other note area for the customer, it is only displayed on this screen.

The For Vehicle entry allows you to add the respective vehicle to the Certificate Holder.

You can also enter the Certificate Holder name, address, etc. by clicking the Add Existing button. This will pull, from your saved database, any Certificate Holder information that was saved for previous clients.

The Select Certificate Holder box appears.

When List ONLY for Client is checked, you will see a list of previously added Certificate Holders for that client.

When List ALL Cert. Holders is checked, you will see the list for every Certificate Holder in your database.

Regardless of the list you use, highlight the Certificate Holder you want to pull into your client and click OK.

The Certificate Holder information will pre-fill for you.

Cancel will allow you to leave the Add New Cert. Holder screen without saving this information.

Click on Save to add this information to your client.

NOTE: The program will automatically enter a note in the View/Add Notes section anytime you add and save a Certificate Holder to a client file.

(When you get back to the Certificate Holders screen after saving the one you just added, make sure you click on the Certificate Holders button to refresh the screen. Otherwise you will not see the one you just added. )

To edit or review an existing Certificate Holder, highlight the one you want and click on the Edit/View Info button.

The View/Edit Certificate Holder box will open and allow you to see or change any information. Remember to hit Save if you are changing any information or hit Cancel to exit without saving any changes.

Highlight and click on Delete to remove a Certificate Holder.

Highlight and click on Print Binder to bring up an Insurance Binder pre-filled with the Certificate Holder information to preview and then print.

Notice the Lien Holder information pre-fills along with all the policy information.

You will need to click on the Choose Vehicle button to select the vehicle you want to show on the binder.

Check the box of the vehicle you want to add and click OK.

Your vehicle information will be added in.

Print and Close options are in the top left corner of the top menu bar.

Save As allows you to list a description for the form other than the formal ACORD name for example: ACORD Insurance Binder.

TIP: Your description could reflect the year/make/model or physical address when dealing with property, etc.

You may choose to Print out a copy of the ACORD form.

NOTE: When you print a copy out the program will automatically enter a note into the View/Add Notes section for that client.

Yes will add this form to the Saved Forms category in the Print Forms/Letters area.

When you Close, if you have not done Save As to enter a description, the program will ask you to save and will allow you to enter the description at that time.

Once you have entered the description click OK.