How to Send a Certificate of Insurance from the Client Portal

How to Send a Certificate

1. Log In to the Client Portal

• Log in using your email address and password.

• Once logged in, you will be taken to your Client Portal dashboard.

2. Click “Send Certificate”

• From the dashboard, locate the Send Certificate button in the top-right corner of the screen.

• Click Send Certificate to begin.

3. Select or Add a Certificate Holder

You can choose an existing certificate holder or add a new one.

Select an Existing Holder

• Use the dropdown list to select a certificate holder you’ve used before.

Add a New Holder

• Click Add New.

• Enter the required details:

  • Certificate holder name

  • Address

  • Email address or fax number

4. Review Certificate Details

• The certificate is automatically created using your policy information.

• Coverage details, limits, and descriptions are pre-filled and cannot be edited.

Important:

• You are not able to change:

  • Coverage limits

  • Policy information

  • Certificate wording

If you need changes to the certificate wording or coverage, please contact your agency directly.

5. Send the Certificate

Before sending, you may:

• Add CC email addresses to receive a copy

• Enter an optional message for the recipient

To send:

• Click Send Certificate

• The certificate is delivered immediately to the certificate holder by email (or fax, if selected)

After the Certificate Is Sent

• The certificate is saved in your account for reference.

• The certificate holder receives the document instantly.

• You can return to the Client Portal at any time to send additional certificates.

Helpful Tips

• Use self-serve certificates for standard requests like landlords, vendors, or clients.

• For certificates requiring special wording or additional insured endorsements, contact your agency for assistance.

• Make sure certificate holder information is accurate before sending.