Insured Policies Tab - Summary Certificates

This tab contains all of the insured's requested certificates.

 

Field Descriptions

Firm

Enter the name of the organization the Certificate of Insurance Liability is being remitted to.

Title

Enter the title of the contact person at the firm.

First Name

Enter the first name of the contact person at the firm.

Last Name

Enter the last name of the contact person at the firm.

Address, City, St, Zip Code

Enter the firm's mailing address, city, two digit state abbreviation, and Zip code in the appropriate fields.

Phone

Enter the firm's area code and work telephone number.  

Fax

Enter the firm's area code and fax number.

E-mail

Enter the firm's email address, be sure to include the @ symbol.  

Note

Enter any special notes on processing the certificate request.

Issue

Enter the date the certificate is sent or issued.

Expiration

Enter the date the policy expires for the Certificate of Liability to remain valid.

Locations?

A check mark is placed in this box if the active locations are to be printed on the Certificate.

Included?

A check mark is placed in this box if the included officers are to be printed on the Certificate.

Waiver?

A check mark is placed in this box if the "Waiver of Subrogation" clause is to be printed on the Certificate.