Certificates of Insurance (13)

Guides for creating, issuing, and managing certificates of insurance, including certificate holders, additional insureds, and master certificates.

How to Create a Master Certificate in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:53 PM by Richard Rosenthal
How to Issue a Certificate of Insurance (COI) in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 3:39 PM by Richard Rosenthal
How to Add a Certificate Holder to an Insured Record

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 3:39 PM by Richard Rosenthal
How to Issue a Certificate to an Additional Interest

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 3:40 PM by Richard Rosenthal
How to Create and Use Certificate Description Templates

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 3:42 PM by Richard Rosenthal
How to Edit or Remove a Certificate Holder

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 3:43 PM by Richard Rosenthal
How to Add a Holder to a Master Certificate

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 3:45 PM by Richard Rosenthal
How to Batch Issue Certificates (Multiple Holders at Once)

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 4:12 PM by Richard Rosenthal
How to Track and Resend Certificates

Created by Richard Rosenthal, Modified on Wed, 10 Sep at 4:13 PM by Richard Rosenthal
Self-Service Certificate Approval Feature

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 5:10 PM by Richard Rosenthal