1. How to send Certificates
Fleet Risk Management

2. Certificates are used by truckers in order to provide proof of insurance to the company who owns the cargo.
Certificate requests come often and are HIGH priority to send out (truckers can “lose a load” if proof of insurance is not provided).
Search for the name of company that we insure (i.e., carrier)

3. When options populate based on the search, verify the company name is correct
Click the link to access the company’s record

4. Select the “Certs” link on the left side to access the certificates for the insured

5. Typically, multiple certificates will populate
Choose the current year/timeframe for the requested cert (i.e., current year)
Always note the Description for the type of certificate
C = Cargo
PD = Physical Damage
Most often, the Cargo certificate is the one that should be sent

6. Right-click the certificate you want to send
Select Add/Edit Holder
Note: Always ask who should be listed as the Holder - Name, Address, and Fax #/

7. Once the Holder List populates, always look to see if the Holder requested is already listed.
If Holder requested is listed, select and change date (advance to slide 9)
Proceed with sending (advance to slide 11)
If requested Holder is not already listed, select “New”

8. Begin to type name of requested Holder in Name Filter box.
A.k.a. “Master List”
If requested Holder appears, click the refresh button to populate results.

9. Change date to Today’s date
Verify name, address, fax #/ is correct
Choose Method of Distribution

10. Holder was not found in Name Filter dropdown
Enter contact information as provided
Check “Write to Agency Cert Master List”
This will add new record to the “Master List”
This is also used if contact information is corrected for a contact already in the Master List

11. Select “Update”

12. Select “Create/Refresh Forms”

13. Select “ Forms”
Notice the Holder’s information has been updated on the bottom of the certificate

14. Select “ ”

15. Delete “Policy #” box
Select “ ” again

16. Enter Email or Fax Number provided
Notice name of Insured and certificate attachment automatically populate
Enter signature (wording is optional)
Once is sent, record may be exited. Congratulations! You just sent out your first certificate.