Add Certificate of Insurance Electronically Signing with airSlate SignNow

Add electronically sign Certificate of Insurance

hello thank you for joining as no University tips on how to add a certificate of insurance I'm going to show you here on my test client how to add a certificate of insurance now it's important to know first that you have your current policy here in epics first you have to have your policy here in epic and you have to have your limits of coverage on your application first all right which is information we'll pull over when you go to proof of insurance you highlight certificates you simply add your certificate of insurance that you're looking to have this is your master certificate for the year that you'll be adding in here and you simply go into detail so you're naming the certificate for that policy term you can put the full term in there if you have multiple policy terms and then you go over here on the navigation panel and you add each policy that you're looking to add so I'm going to add a general liability policy the most current term and I'm going to call it 2022 21 gl always click default template so therefore when you add a new holder throughout the term this these limits will automatically come through so default template would be the tips all we did was add in the most current policy now we're going to go down to work comp so this certificate is just going to Hamm GL and work comp but you can see you can go down auto add your auto auto down umbrella at bat after work comp there's two others so if you have professional liability or cyber liability you can add those in that area all right let's go ahead and add the work hump and again always click default template and if your officers are excluded or not so we're going to say no and there's my limits that came over now we're going to go all the way down to holders after you get all your policies added that you want to go straight to holders each holder then we'll give you the option to add a description of operations whether you want to make them additional and short or not and remember we check that box template for holder default templates for holder so watch what happens here when we add our holder just click on the Add button to add the holder and then just say we want to do the village of press 1 all right you can see the templates that are coming through on the certificate is going to be those that I indicated and again we can put the holders phone number in here you can put the holders fax number but what I would recommend is that you get the email of the holder it's just more sufficient and efficient to add a holder via email we're going to manually add that holder so say we want to add it...