Certificates of Insurance (14)

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

How to Import Additional Insureds Using Data Import

Created by Richard Rosenthal, Modified on Wed, 10 Sep, 2025 at 4:10 PM by Richard Rosenthal
How to Reissue Mass Certificates from Previous Policy Periods

Created by Richard Rosenthal, Modified on Fri, 10 Oct, 2025 at 12:36 PM by Richard Rosenthal
Generating the XML for a New York Auto ID Card in Momentum AMS

Created by Richard Rosenthal, Modified on Tue, 21 Oct, 2025 at 3:14 PM by Richard Rosenthal
How to Send a Certificate of Insurance from the Client Portal

Created by Richard Rosenthal, Modified on Tue, 13 Jan at 4:17 PM by Richard Rosenthal