Overview

You can generate and share certificates of insurance (COIs) in two ways, giving you flexibility in how you deliver them.

Automatic method

1. After creating a certificate, click Send Certificate from the Holders tab.

This will send the COI directly from the system to all linked certificate holders.

Manual method

1. Select the Download Certificates button to generate a PDF for manually delivery. Use this when:

   1. You want to send the certificate from your personal or agency email

   2. You’re concerned that automated emails may be marked as spam

   3. You want full control over formatting, attachments, or messaging before delivery

Deciding your preferred method

While both buttons generate certificates, they were designed to provide flexibility. This distinction is particularly important for users who are concerned that emails sent from a system address might be misinterpreted as spam by recipients.

Frequently asked questions

• Why not just have one button? The two-button design supports both streamlined internal use and flexible, manual delivery options, catering to different user preferences.

• Can we change the email address sent from the product? Not at this time.