Momentum AMS makes it easy to track every Certificate of Insurance (COI) that has been issued to a certificate holder or additional interest. Whether you need to confirm delivery, review certificate language, or resend a previously issued certificate, the system provides a clear audit trail and simple resend functionality — all from the insured's profile.
This article walks you through how to access sent certificates, review what was issued, and resend as needed.
✅ Where to Find Sent Certificates
All certificates — whether sent manually, in bulk, or via an additional interest — are stored under the insured’s Documents tab.
Steps:
Go to the Insured’s Profile
Use the global search or navigate from the Insureds menu
Click the “Documents” Tab
Located at the top of the insured’s profile
Click the “Certificates Sent” Sub-Tab
This shows a full log of all COIs that have been sent
What You’ll See
Each row in the Certificates Sent tab shows:
The certificate holder’s name
The date the certificate was issued
The master certificate used
The description of operations (if included)
Whether the certificate was sent by email
Click Actions to Resend, Download or Preview the certificate
How to Resend a Certificate
If the certificate has already been issued and you need to resend it to the same holder:
Steps:
Go to the “Certificates Sent” tab
Locate the row for the specific certificate
- Click Actions to the left of sent certificate
- Click Resend from the Actions menu
- Resend an exact copy of a cert previously sent
- Resend with option to edit (use this option if you emailed to wrong email)
You can update the recipient email before resending, or send to a different contact if needed.
Use Case: Same Holder, New Term
If the insured’s policy has renewed and the certificate needs updated dates or terms:
You will need to send a new certificate, not reuse the old one
Go to the insured’s profile and use “Send Certificate” as normal
The previously used holder will still be available in the dropdown list
Pro Tips
Use the Activity History tab to see a full audit trail of sent COIs, including user names and timestamps
You can filter by date range or search by holder name within the Certificates Sent tab
Reuse master certificates and description templates to ensure consistent messaging on every COI
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