There are situations where an agency needs to send multiple certificates at once. Typical examples are the events of policy Renewal or Cancellation. Here is one way to do this:
1. Prepare a new master certificate for the Renewal. In the case of a Cancellation, edit the existing COI by adding "Policy (#) was canceled, effective (MM/DD/YYYY)" to the "Description of Operations" section.
2. Once you have an updated master certificate, click on "Send Certificate"
3. Do not select a holder. Instead, scroll down and click on Mass Action "view."
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4. Select all of the holders that are to receive the new certificates and then click on "Send Certificate." Momentum AMS will send the new Master COI to all historic holders.
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Certificates will be sent to the email and or fax that they were last sent to.
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