How to Add a Holder to a Master Certificate

How to Add a Holder to a Master Certificate
In Momentum AMS, adding a holder to a Master Certificate is not a separate process — it occurs automatically when you send a certificate using the “Send Certificate” button from an insured’s profile. Once the certificate is sent to a holder, that holder becomes linked to the Master Certificate for that insured and is saved for future use.

This process applies only to standard certificate holders, not Additional Interests (such as Additional Insureds, Mortgagees, or Loss Payees). If you are issuing a certificate to an Additional Interest, follow the separate process under the Additional Interests tab.

✅ How to Add a Holder to a Master Certificate

This happens as part of sending a certificate:

Steps:

Go to the Insured’s Profile
- Use the global search or the Insureds menu
Click “Send Certificate” (upper-right corner)
Select the Appropriate Master Certificate
- For example, ACORD 25
Choose or Add a Certificate Holder
- Use the dropdown to select an existing holder,
- Or click “Add New Certificate Holder” to the right to create one
Fill Out Certificate Fields
- Add a Description of Operations, Contact Info, and Email if needed
Click “Send Certificate” or “Download”

✅ Once sent, that certificate holder is now linked to the Master Certificate and stored in the system for reuse.

How to Resend a Certificate to an Existing Holder

You don’t need to re-add the holder. Instead:

Go to the Insured’s Profile → Documents tab
Click on Certificates Sent
Find the previously issued certificate
Click Resend, Download, Preview from the Actions menu

Resend an exact copy of a cert previously sent
Resend with option to edit

This allows you to resend the same certificate without starting from scratch.

What This Does Not Do

This does not create an Additional Interest
This does not tie the holder to the policy
This does not appear in the Additional Interests tab

For any holder who needs to be listed as an Additional Insured, Loss Payee, or Mortgagee, use the Additional Interests workflow instead.

How to Add a Holder to a Master Certificate