Appulate's new Certificates page allows agencies and MGAs to issue certificates of insurance.
Overview
Certificates of insurance are used to verify the existence of a policy and provide a summary of it.
In Appulate, you can create, edit, download, sign and send to sign, as well as email certificates on the Certificates page. To open it, navigate to the Insured page and click the Certificates tab. Everyone except for viewers and the insured can access this page.
Certificates are available to agencies and MGAs for policies in all Commercial lines except for Package - Commercial. This feature isn't currently available for the Person-type insured.
Creating a certificate
Note: To create a certificate, you must have at least one active policy in any Commercial line except for Package - Commercial.
Tip: You can create a certificate both on the Certificates page and on the Policy page.
To add a certificate, click Create certificate. You'll need to complete three steps: Holder, Policies, and Questions.
1. In the Holder step, fill in the information about the company or person your certificate of insurance is intended for. The Name and Address fields are required.
2. In the Policies step, select at least one policy you want to create a certificate for.
Note: The Policies list shows all active Commercial (except for Package - Commercial) policies of this insured. You can only select one policy per insurance line.
3. The Questions step contains optional questions from ACORD 25.
The information that is already available for this policy will be prefilled. However, you can edit it. Editing these values will only apply to this certificate. This won't affect the actual policy's information.
The Insured's mailing address will also be prefilled with the Mailing address specified on the Insured page.
Once finished, click Complete to create the certificate. You can sign it right away or click View all certificates to proceed to the Certificates list.
Certificates list
Certificates are displayed with their Holder, Policies, Creation date, and Expiration date. You can sort by all columns except Policies.
To create a new certificate, just click Create certificate in the upper-right corner of the page.
A certificate will moved to the Expired and canceled section if:
- anything except for the questionnaire gets changed for any of the policies included in the certificate;
- any of the policies included in the certificate gets expired, canceled, reverted to a quote request, or deleted.
Certificate actions
- To sign or send to sign a certificate, click Sign.
- To edit a certificate, click the Edit button
. This will open the Edit certificate page with the Holder, Policies, and Questions tabs. The workflow is similar to creating a certificate.
Note: Editing a certificate that has been signed or sent to sign will cancel its signing.
- Each certificate also comes with a menu
that allows you to Download, Send by email, and permanently Delete it.
If a certificate has expired or has been canceled, you'll only be able to delete it. No other actions will be available.
Signing a certificate
You can sign active certificates that haven't been signed or sent to sign yet.
1. Click the certificate's Sign button. This will open the Sign certificate dialog. There, you can select who will sign the certificate: you or another Agency representative.
2. If you have chosen yourself as the signer, the eSignature window with the certificate will open right away. Just add your signature to the Authorized Representative box at the bottom and click Finalize.
3. To have someone else from your company sign the certificate, just select them in the Agency representative field. They will be sent an email with the link to the eSignature service. You will be notified when they sign the certificate.
Signing in progress
If a certificate has the Signing in progress icon 
, this means that it has been sent to sign, but haven't been signed yet. Open its menu for signing-related actions:
- You can keep track of the signing by clicking Check signing status. This will open the Signing info dialog with information on the signer, as well as the Sent on and Signed on dates.
- You can also Remind to sign the certificate, as well as Cancel signing.
Note: Editing 
a certificate that has been sent to sign will cancel the signing. The signer's eSignature page will display the "This document has been cancelled" message. You can resign the certificate after editing.
Signed certificate
If a certificate has the Signed icon 
, this means that it has been signed. Open its menu for signing-related actions:
- You can check the signing by clicking Check signing status. This will open the Signing info dialog with information on the signer, the Sent on and Signed on dates, as well as the downloadable Audit trail (signing log) and Signed document.
- You can also Cancel signing.
Note: Editing a certificate that has been signed will cancel the signing. You can resign it after editing.