How to Reissue Mass Certificates from Previous Policy Periods

When to Use This

Use this process when your agency needs to:

• Reissue certificates for existing insureds using the new master certificate for a new policy term.

• Generate multiple certificates at once for certificate holders and additional interests.

• Maintain the same description of operations, ACORD 101, and contact details used previously.

Understanding the Two Certificate Tools

1. Additional Interests Import Tool

This section is designed for new clients providing a spreadsheet of certificate holders and additional insureds.
It simulates previously sent certificates to allow a bulk setup for first-time users.

• Best for: Uploading a large list of holders for a brand-new insured.

• Not intended for: Reissuing certificates based on prior-year data.

2. Historical Certificate Reissue (Recommended for Renewals)

This is the correct method for reissuing certificates that were sent in prior policy periods.
It allows you to:

• Pull up historical certificates by date range (e.g., last 6 months, last year).

• Select which holders to include.

• Reuse prior descriptions of operations and ACORD 101 attachments.

• Apply the new master certificate for the current policy period.

Step-by-Step: Reissuing Certificates

Step 1: Access the “Send Certificate” Section

1. Open the insured’s profile in Momentum AMS.

2. Click Send Certificate.

3. Select the new master certificate for the current policy period.

Step 2: Use the Historical Mass Action Feature

1. Click the Mass Action option to open historical certificates.

2. Choose a date range (e.g., last 3 months, 6 months, or custom period).

3. Review the displayed list of previously sent certificates.

   • You can filter by certificate holder, description of operations, or type (e.g., regular holder vs. additional interest).

   • You can also hide invalid or incorrect certificates if needed.

Step 3: Select and Reuse Details

1. Check the box Use Description of Operations to carry forward the same details as last year.

2. If the prior certificate used an ACORD 101, the system will automatically include it in the new batch.

3. Choose which holders or groups you want to reissue certificates for.

4. Select the appropriate new master certificate that corresponds to last year’s master.

Step 4: Generate and Send Certificates

1. Once your selections are made, click Generate Certificates.

2. You can then:

   • Email the certificates directly to holders.

   • Download them as a ZIP file for record keeping.

3. Use filters to view only emailed, faxed, or downloaded certificates as needed.

Key Notes & Best Practices

• Always select the new master certificate for the current term before reissuing.

• Use the Historical Mass Action view — not the “Additional Interests” import tool — for renewals.

• Verify the description of operations and ACORD 101 settings before sending.

• Adjust your date range to include only the prior policy term for best results.

• If you identify missing description fields, contact Momentum Support to request a visibility update.

Example Use Case

An agency renews a Commercial General Liability policy and needs to resend certificates to 50 existing holders.
Instead of recreating each certificate manually, the agency:

1. Opens the insured record → Send Certificate.

2. Selects the new 2025 master certificate.

3. Uses Mass Action → Historical Certificates → Last Year.

4. Reissues all prior certificates with updated policy details and the same description of operations.

Summary

The Historical Certificate Reissue tool is the proper method for handling renewals where existing certificate holders need updated certificates tied to the new master policy.
It maintains data consistency, saves time, and ensures all certificates reflect the current policy term — without losing the details and formatting from last year’s versions.