Reprint or Reissue a Certificate

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 > Issue a Certificate. (You can also click the Issue Cert button at the top of the account detail screen.)
3. If multiple named insureds exist, select the appropriate Named Insured in the list. You can also select Main Insured, which populates the Account Name and account-level address from client detail in Applied Epic on the certificate. Please note that this page only displays if the Multiple Named Insureds feature is activated.
4. A list of certificate templates for the insured displays. Click Previously Issued Certs on the options bar.
   
   Note: You can preview any of the certificates listed by clicking the icon in the Preview column. An image of the certificate opens in a new tab.
5. Click the desired certificate.
6. Click the appropriate button:
   • Reprint
   • Reissue

Reprint a Certificate

1. Make changes to the Delivery Options as necessary.
   1. Optionally amend Your Email Address. This will display as the sender email address if the certificate is delivered via email. 
   2. Select the Send me confirmation checkbox if you wish to have a confirmation email sent to this address.
   3. Optionally check Send to holder via Mail. This adds the certificate to the U.S. Mail spool so that it can be printed and mailed by a third party. The U.S. Mail option must be enabled for your agency in order for this checkbox to display.
2. You can enter or amend delivery information for up to three recipients. For each recipient, fill out the following information: 
   1. Optionally enter an Attention line.
   2. Enter a Subject and Message.
   3. If Faxing is enabled for your system, optionally select the Fax the Cert checkbox. If you do so, optionally select Include a Cover Page. Enter a Fax Number.
   4. Optionally select the Email the Cert checkbox. If you do so, enter an Email Address.
   5. Optionally select Send via U.S. Mail. If you do so, enter the name and address information that should be used when mailing the certificate.
   Note: If you deliver a certificate via email, but the message cannot be delivered to an email address you specified, you receive a return message. This return message contains the certificate as an attachment, the recipient's email address, and the Holder name.
3. Click Preview to view the certificate before submitting it.
4. Click Submit. A message displays stating that your certificate has been processed.

Reissue a Certificate

1. Update the Holder Information if necessary.
   1. Enter the Holder's name and contact information in the Full Name, Address, City, State/Province, Zip/Postal Code, Country, Primary Phone, and Secondary Phone fields.
   2. If this Holder will not be used in the system again, select the One Time Only checkbox. If you select this checkbox, the Date Interest Ends defaults to the current date but can be modified if necessary.
   3. Check Do they Receive Renewals? if applicable.
   4. Enter a Loan Number if applicable. 
   5. Enter a number of Cancellation Days. If you are issuing a certificate using the ACORD 25 (2009/01) edition and the number of cancellation days on the template is blank, this value will be printed. For all other forms, this field has no effect.
   6. Select a Group Code or select None. (Group codes are available only if the feature has been activated.)
2. The Endorsements frame allows you to view the attachments available to be issued with the certificate. These attachments are Holder-specific; selecting an attachment here does not mean it will be included each time you issue a certificate using this template. To make changes to the endorsements, click the View/Edit link.
   1. A list of attachments associated to the template displays. For each attachment that should be received by the Holder, select the Attach checkbox.
      • Click View to view an attachment. 
      • Select the checkbox for each attachment to be included with the certificate.
      • You can also click Add to include an attachment not associated to the template. Click Browse to locate the appropriate file and enter a Description. Click Save to include the selected attachments with the certificate. 
      • If your agency uses the Applied Epic management system, you can import attachments from Applied Epic to Applied CSR24. Click the Search button in the Epic Attachment Add section. Locate and click on the desired attachment.
        
        Note: PDF, Microsoft Word and Microsoft Excel files can be selected. Word and Excel files are converted to PDF files after attachment.
   2. When you have made all necessary changes in the Endorsement List window, click Close. 
3. In the Nature of Interest section:
   1. Optionally amend the Additional Named Insured. This information will default into the Additional Insured Name and Mailing Address section on Canadian certificates.
   2. Update the Property Information if applicable or click the Lookup link to choose a property. Click the Sel All checkbox to include all properties. When you’re finished, click Add Selected.
   3. Select the Mortgagee and/or Loss Payee checkbox if applicable.
   4. You can enter up to two Other Interest descriptions. Click the Select link to the right of either Other Interest field to select from a list of Nature of Interest values. 
4. In the Description of Operations frame, optionally amend the text in the Certificate Portion field.
5. If necessary, edit the text in the Holder Specific Portion frame. You can click the Lookup link to search for text stored in your library. The text entered here will automatically populate all certificates issued to this Holder for this insured. 
6. For Canadian brokerages, if this is a CSIO certificate and an additional insured’s name rather than the holder’s name should print on it, select the Also Show as Addl. Insured on CSIO Cert checkbox at the bottom of this section. Selecting this checkbox displays the Additional Insured section. Fill in the Name, Address, City, State/Province, and Zip/Postal Code for the additional insured.
7. Make changes to the Delivery Information as necessary.
   1. Optionally amend Your Email Address. This will display as the sender email address if the certificate is delivered via email. 
   2. Select the Send me confirmation checkbox if you wish to have a confirmation email sent to this address.
   3. Optionally check Send to holder via Mail. This adds the certificate to the U.S. Mail spool so that it can be printed and mailed by a third party. The U.S. Mail option must be enabled for your agency in order for this checkbox to display.
   4. If applicable, select the This certificate supersedes previously issued certificate checkbox. This prints the words This certificate supersedes previously issued certificate across the bottom of the certificate.
8. You can enter or amend delivery information for up to three recipients. For each recipient, fill out the following information: 
   1. Optionally enter an Attention line.
   2. Enter a Subject and Message.
   3. If Faxing is enabled for your system, optionally select the Fax the Cert checkbox. If you do so, optionally select Include a Cover Page. Enter a Fax Number.
   4. Optionally, select the Email the Cert checkbox.
   5. Deselect Email Renewal Cert if you do not want the recipient to receive a copy of the renewal certificate.
   6. If you select either Email the Cert or Email Renewal Cert, enter an Email Address.
   7. Optionally select Send via U.S. Mail. If you do so, enter the name and address information that should be used when mailing the certificate.
   Note: If you deliver a certificate via email, but the message cannot be delivered to an email address you specified, you receive a return message. This return message contains the certificate as an attachment, the recipient's email address, and the Holder name.
9. Click Preview on the options bar if you wish to view the certificate before submitting it.
10. Click Submit.