How to Batch Issue Certificates (Multiple Holders at Once)

How to Batch Issue Certificates (Multiple Holders at Once)
Momentum AMS offers several options for mass-action certificate issuance, allowing you to generate and send Certificates of Insurance (COIs) to multiple holders at once. This is particularly useful for insureds with a long list of vendors, property managers, or other third parties that require proof of insurance.

You can batch-generate certificates for:

• Previously issued holders (historical)
• Imported holders (via Data Import)
• Manually entered holders (via the Additional Interests tab)

This process does not create Additional Interests on the policy, even though it's accessed through the Additional Interests tab. The system uses this tab as a holder-management tool.

Step-by-Step: How to Batch Issue COIs

✅ Step 1: Add Holders to the Insured’s Record

All holders must be listed in the Additional Interests tab of the insured’s profile.

You can add holders in one of two ways:

Option A: Manually Add Holders

Open the Insured’s profile
Click the “Additional Interests” tab
Click “Add New” and enter:
- Company Name
- Address
- Contact Info
- Select the applicable policy (optional)
- Leave "Interest Type" blank or choose if needed
Click Save

Option B: Import Holders via Data Import

This method is best for large holder lists.

Use the Data Import Tool to first upload Certificate Holders (unlinked)
Use “Import Additional Insureds” to link them to the insured
- Note: They don’t have to be true Additional Insureds — this tool is just used to create the connection for batch COI generation
Ensure all imported holders now appear in the Additional Interests tab

See the article “How to Import Additional Insureds” for full instructions on importing.

✅ Step 2: Generate the Certificates

Open the Insured’s profile
Click the “Additional Interests” tab
Click the “Generate Certificates” button (above the list of interests to the right)
A pop-up list of holders will appear. You can:
- Select individual holders
- Use “Check All” to select the full list

✅ Step 3: Choose Output Options

Once you’ve selected your holders, choose how you want to generate the certificates:

Option 1: Individual PDFs in a ZIP File

Best for emailing or uploading separately
Each holder receives their own certificate file

Option 2: Combined PDF

All certificates merged into a single document
Ideal for printing or archiving in bulk

✅ Step 4: Save and Distribute

You’ll be prompted to:

Download the certificates (ZIP or PDF)
Optionally save a historical copy to the Documents → Certificates Sent tab for each selected holder

Saving a historical record makes it easy to resend certificates later without repeating the batch process.

Best Practices

Upload holder lists early using the import tool during onboarding or policy setup
Use description templates when issuing so all COIs carry consistent language
Clearly separate holders who are certificate-only vs. true Additional Interests
Archive any holders you no longer need to include in batch certificates