Answer certificate of insurance requests
Clients ask for a certificate naming them from their client portal. You get their details ready to forward to your insurance agent. Every plan.
MarketingBidsDocumentsCertificate requests
Open Documents
Offices and builders often need a certificate that names them before you start. They ask from their client portal, and you get everything your agent needs in one place.
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1
Save your insurance agent
In Documents, under Your insurance agent, type their name and email and tap Save.
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2
They ask from their portal
On their client portal, they tap Ask for one, then fill in who it names, the address, and where to send it.
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3
Send it to your agent
You hear right away. Open the request and tap Email it to your agent, or Copy the details.
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4
Send them the certificate
When your agent sends it back, pick the file under Send it to them and tap Send it to their email. They get a private link to download it.