Certificate Templates

In order to issue a certificate for an insured, you must first create a certificate template.

Once a certificate template has been used to issue a certificate, it cannot be deleted. If the template should not be used anymore, the best practice is to edit the template to change the Template Expiration Date to the current date.

To access the Certificate Templates area:

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Name or Client Code field, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type.
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. In the navigation panel, click Proofs > Certificate Templates.

To preview any of the templates listed, click the icon in the Preview column. An image of the template opens in a new tab.

Add a Certificate Template

1. Click the Add button.
2. Enter tthe Template Origination Date. This typically reflects either the current date or the beginning of the policy term.
3. Enter the Template Expiration Date. This is the date upon which the template will no longer be available for use for this insured. It is recommended you enter the earlies expiration date of any policies included in the template.
4. Fill out both description fields:
   • Description for Agency Use: This is the description that will display to brokerage personnel. In order to easily organize and identify templates, it is recommended that you use a naming convention such as the policy term years followed by the types of coverage.
   • Description to be Displayed: This is the description that will be visible to the insured. It does not necessarily have to be different from the Description for Agency Use.

5. Select the Include in Renewals checkbox to enable the template to be used during the certificate renewal process.
6. Select the Allow Client Access checkbox to enable the insured to view the template and use it to issue a certificate (if granted permission to issue certificates). If this checkbox is not selected, only the brokerage can view and issue the certificate.
7. If you select the Cancelled checkbox, the word CANCELLED prints across all certificates issued using this template. This option can be used to batch send notification of cancelled coverage to all certificate recipients designated for the insured.
8. Select the appropriate certificate edition from the Form list. Click here for a list of available certificate editions.

   Form Name	Available Editions
   ACORD 20 Certificate of Aviation Liability Insurance	(03/2016)
   ACORD 21 Certificate of Aircraft Insurance	(03/2016)
   ACORD 22 Intermodal Interchange Certificate of Insurance	(03/2010) (04/2012) (03/2016)
   ACORD 23 Vehicle or Equipment Certificate of Insurance	(03/2016)
   ACORD 24 Certificate of Property Insurance	(09/2009) (03/2016)
   ACORD 25 Certificate of Liability Insurance	(3/93) (7/97) (7/97) Single Page (08/2001) (08/2001) Manual Entry (08/2001) Single Page (01/2009) (01/2009) Manual Entry (01/2009) Single Page (09/2009) (09/2009) Manual Entry (05/2010) (05/2010) Manual Entry (01/2014) (01/2014) Manual Entry (03/2016)
   ACORD 25-S Simplified Certificate of Liability Insurance	(03/93) (07/97) (07/97) Single Page
   ACORD 25 Certificate of Liability Insurance with ACORD NY855 Construction Certificate of Liability Insurance Addendum	(2014/05) (2016/03)
   ACORD 27 Evidence of Personal Property Insurance	(03/93) (04/2004) (07/2006) (12/2009) (03/2016)
   ACORD 28 Evidence of Commercial Property Insurance	(10/2003) (07/2006) (12/2009) (11/2011) (01/2014) (03/2016)
   ACORD 30 Certificate of Garage Insurance	(12/2010) (01/2014) (03/2016)
   ACORD 31 Certificate of Marine/Energy Insurance	(08/2012) (01/2014) (03/2016)

9. Select the Include Property / Nature of Interest Section checkbox if you want the Property / Nature of Interest section to display on the Certificate Holder issuing screen when using this template to issue a certificate. This applies to the ACORD 24, ACORD 27, and ACORD 28 only.
10. Click Add to continue filling out template information.
11. If your organization has enabled the Certificate Approval feature and a designated CSR or Producer needs to approve your certificate template changes, select Approved?.
12. If the template uses the ACORD 25 with ACORD 855 NY form, optionally check Enable holder level AI & Subr WVD status. This determines the effect of the selections made from the ADDL INSR and SUBR WVD dropdown fields for each type of insurance listed below. (ADDL INSR indicates that the Holder is recognized as an Additional Insured for a particular line of business. SUBR WVD indicates that a particular line of business waives subrogation rights for this Holder.)
    
    If the checkbox is not selected, the selections you make below for the ADDL INSR and SUBR WVD fields determine what will print on all certificates issued using this template. If you select Y, a Y will print. If you select N, a N will print. If you leave the field blank, it prints blank.
    
    If the checkbox is selected, data that prints for these fields can be determined at the individual Holder level.

1. • If you select Y for any of these fields, the value that prints (either Y, N, or blank) depends on the value entered in the Holder record. A dropdown field is available when issuing the certificate for a Holder, allowing you to override the default selection made in Holder detail if desired.
   • If you select N for any of these fields, N prints, and it cannot be overridden at the Holder level. The field displays when issuing the certificate, but it displays as No and cannot be modified.
   • If you leave a field blank, it prints as blank, and it cannot be overridden at the Holder level. The field does not display when issuing the certificate.

13. Fill out the fields available on the template, noting the following:
    • The Producer/Insured/Contact information defaults but can be modified if necessary. For the Contact information, you can click the Lookup button to make a selection from a list of Certificate Contacts installed in your system (only if the Certificate Contacts feature is enabled for your organization).
    • On the ACORD 24, ACORD 25 and ACORD 30 the Insurer(s) Affording Coverage for any line of business defaults from the line of business and cannot be modified from the template.
    • On the ACORD 27, you can pull in multiple properties and their associated coverages into the template. After selecting the appropriate item in the Add Policy dropdown menu, click the Property Lookup link and select the appropriate properties.
    • When using the ACORD 28, you can select Building and Personal Property in the Property Information section for commercial property coverage, and optionally enter a Location/Description.
    • Some templates provide lookups for carriers and Holders.
    • The following fields cannot be edited by the insured when issuing certificates:
    • • Description of Operations/Locations/Vehicles: Found on the ACORD 25 and ACORD 25 with ACORD 855 NY. Includes a lookup to select Description of Operations text from the Library. If text entered in this field exceeds the character limit, an overflow page is automatically added to the certificate to capture the rest of the wording.
      • Location of Premises / Description of Property: Found on the ACORD 24. Used for the address of the property insured. This field may be editable when issuing a certificate if the certificate is for a multiple named insured account.
      • Location/Description: Found on the ACORD 27 and ACORD 28. Used for the address of the property insured. This field may be editable when issuing a certificate if the certificate is for a multiple named insured account.
      • Special Conditions / Other Coverages: Found on the ACORD 24. Holds special conditions or additional information that pertain to every certificate Holder.
      • Coverage Information: Found on the ACORD 27. Allows you to add an unlimited number of coverages, perils, and forms. If you add more than 14 items in this section, the additional items print on the ACORD 101 Additional Remarks Schedule.
      • Remarks - Including Special Conditions: Found on the ACORD 27 and ACORD 28. Holds special conditions or additional information that pertain to every certificate Holder.

14. Some templates (those using the ACORD 24, or ACORD 25 with ACORD 855 NY) provide separate sections for multiple types of insurance. To add a policy for a particular type of insurance to the template, click the Add Policy link in the Policy column. Select an existing policy or select New and fill out the appropriate information. (It is not recommended that you add a new policy from a certificate template, because the policy will not be reflected anywhere in the system. If the correct policy does not display in the list, you should instead add it to your brokerage management system and then add the template after data sync has made it available in CSR24.) Click Save to include the line of business on the template.
    
    Once a policy has been added to the template, you can modify or remove it by clicking the Policy Number, Eff Date, or Exp Date to open the policy information.
    
    When adding or editing a line of business, you will see two checkboxes, Update Policy Header and Update Coverages From This Policy. The Update Policy Header checkbox should be selected only if you are making any changes to the basic policy information (policy number, effective date, expiration date) that will also be made to the policy detail in the brokerage management system but may not be in effect yet. This prevents the data import from overwriting this information in CSR24. The Update Coverages From This Policy checkbox should be selected if you wish to update the Limits section to the right with information from this line of business.
    
    Note: There is no check in place to ensure that you add the appropriate line of business for this section of the form, so you will need to ensure that they match. For example, if you add an Auto line of business to the General Liability section of the form, no coverages will pull in.
    There is also no check in place to ensure that the limits entered here do not exceed those on the policy.
15. On the ACORD 28, select a property from the Evidence Property dropdown menu that is associated to the selected policy to assign specific coverages and then click Update. If no property is selected, Update pulls the information for the first coverage from the policy.
16. If using the ACORD 27 or 28, optionally enter a date in the Replaces Prior Evidence Dated field.
17. Any policy information that you modify on the template (coverages, limits, etc.) is modified on the template only; it does not update any policy information saved elsewhere in the system. Conversely, any updates made to the policy, through your brokerage management system or manually, that the certificate template uses occur automatically; there is no need to manually update each certificate template.
18. If the insured is granted permission to add/edit certificate Holders, you can leave the Certificate Holder section blank. Leave the Additional Interest section (found on the ACORD 25, ACORD 27, ACORD 28, and ACORD 30) blank, as these options are selected at the Holder rather than the template level.
19. To populate an authorized signature on the form, select the producer's name from the Signature dropdown menu.
20. Click Save to add the template or Cancel to discard it.

Edit a Certificate Template

1. Locate the desired template.
   1. Click the Search dropdown to expand the Search frame.
   2. Optionally enter a portion of the template Description.
   3. Optionally filter the results by Status or by whether or not they are included in Renewals.
   4. Optionally enter a portion of the Certificate Holder name.
   5. Click Find. To return to the default view (displaying all active templates), click Clear Filter.

   If your organization has enabled the Certificate Approval feature, you can also search for certificate templates that have been Approved.

2. Click the template Description to open it for editing.
3. Make any necessary modifications to the template. See the instructions above under Add a Certificate Template for more information.
4. Click Save to apply your changes or Cancel to discard them.

Copy a Certificate Template

1. Click Add Copy.
2. Locate the template you wish to copy.
   1. Click the Search dropdown to expand the Search frame.
   2. Optionally enter a portion of the template Description.
   3. Optionally filter the results by Status or by whether or not they are included in Renewals.
   4. Optionally enter a portion of the Certificate Holder name.
   5. Click Find. To return to the default view (displaying all active templates), click Clear Filter.

   If your organization has enabled the Certificate Approval feature, you can also search for certificate templates that have been Approved.

3. Click any of the information listed for the template (e.g., the Description, Exp. Date) to select it. You are prompted, "Are you sure you want to copy this template?" Click OK.
4. Make any necessary changes to the copied template. See the instructions above under Add a Certificate Template for more information.
5. Click Save to apply your changes. Click Cancel to discard the copy.

Add Additional Interests to a Certificate Template

1. Locate the desired template.
   1. Click the Search dropdown to expand the Search frame.
   2. Optionally enter a portion of the template Description.
   3. Optionally filter the results by Status or by whether or not they are included in Renewals.
   4. Optionally enter a portion of the Certificate Holder name.
   5. Click Find. To return to the default view (displaying all active templates), click Clear Filter.

   If your organization has enabled the Certificate Approval feature, you can also search for certificate templates that have been Approved.

2. Click the link in the AOIs column.
3. A list of AOIs displays. By default, the list shows only the AOIs that have been selected for the template, so if none have been added previously, the list is blank. Change the Show filter to Unselected Only or All to populate the list with available AOIs.
4. Check the Selected column for each AOI that should be added to the template. You can also click Select All.
   
   Note: Clicking Select All selects only the AOIs that currently display in the list. If the list is multiple pages, no AOIs on the following pages are selected when you click Select All. You can increase the number of AOIs currently displayed by modifying the Items Per Page field. Enter 0 in this field to display all AOIs on a single page.
5. Click Save to add the AOIs to the template or Cancel to discard changes.
   
   You can return to the list of selected AOIs to make modifications at any time by clicking the link in the AOIs column for this template.

Add an Attachment to a Certificate Template

You can add an attachment uploaded to the Attachments area so that a copy of the file will always be included with a certificate issued using this template.

1. Locate the desired template.
   1. Click the Search dropdown to expand the Search frame.
   2. Optionally enter a portion of the template Description.
   3. Optionally filter the results by Status or by whether or not they are included in Renewals.
   4. Optionally enter a portion of the Certificate Holder name.
   5. Click Find. To return to the default view (displaying all active templates), click Clear Filter.

   If your organization has enabled the Certificate Approval feature, you can also search for certificate templates that have been Approved.

2. Click the link in the Attach column.
3. A list of attachments displays. Select the Attach? checkbox for each that should be included. If you select multiple attachments, enter a number indicating the order in which the attachment should print in the Order field.
   
   To preview an attachment, click the View link.
   
   Note: If your brokerage uses the Applied CSR24 management system, an Epic column displays. A checkmark in this column denotes that the attachment originated in Applied Epic.
4. Click Save to add the selected attachments or Cancel to discard changes.
   
   You can return to the list of included attachments to make modifications at any time by clicking the link in the Attach column for this template.

Add a CC Contact to a Certificate Template

CC contacts are additional contacts (other than Holders/Additional Interests) who receive copies of certificates that are issued using this template.

1. Locate the desired template.
   1. Click the Search dropdown to expand the Search frame.
   2. Optionally enter a portion of the template Description.
   3. Optionally filter the results by Status or by whether or not they are included in Renewals.
   4. Optionally enter a portion of the Certificate Holder name.
   5. Click Find. To return to the default view (displaying all active templates), click Clear Filter.

   If your organization has enabled the Certificate Approval feature, you can also search for certificate templates that have been Approved.

2. Click the link in the CC column.
3. Click Add.
4. Enter a Description for the contact.
5. Optionally select Send Renewal Notifications.
6. Select a Send Method of Email or Fax. (Fax is available only if Faxing is enabled in your system.)
7. Fill out the Attention and Email Address or Fax Number fields.
8. Click Save to add the contact or Cancel to discard changes.
9. Repeat steps 3-8 to add all necessary CC contacts.
   
   To modify or remove an existing CC contact, click any of the information listed for the contact. Change the detail fields and click Save, or click Delete to remove the contact.
   
   Once you are done adding contacts, click Cancel to return to the template list.
   
   You can return to the list of CC contacts to make modifications at any time by clicking the link in the CC column for this template.

Move Certificate Holders

1. Locate the template.
   1. Click the Search dropdown to expand the Search frame.
   2. Enter search criteria as needed:

   • Enter a portion of the template Description and/or certificate Holder name.
   • Filter the results by Status or by whether they are included in Renewals.

   3. Click Find. To return to the default view (displaying all active templates), click Clear Filter.
2. Click the link in the Holders column.
3. Select the checkboxes for the holders you want to move to another certificate template. All holders default selected.
4. Click Move Holders.
5. Choose a template.
6. Click Save to move the holders or Cancel to discard changes.