Generate Certificates for a list of Holders (Mass Action COI generation)

Nowcerts offers several Mass-action COI generation options. Most of them are for Historical holders, holders who have already received a certificate from our system. We just added an option to generate certificates for list of holders imported into the system.

Here are the steps for creating the lists followed by how to generate the certificates.

Creating list of holders

In order to generate certificates for multiple holders, the holders must be in the Insured's Additional Interests Tab (they do not actually have to be Additional Interest).

The Holders can be entered there manually, or imported via our Data Import tool. 

The Import is a 2 step process. The first pass will import Certificate Holders (attached to no particular insured). The second pass will use "Import Additional Insureds" option to create the relationship between a holder and an insured. (there are additional articles on Data Import that may be helpful)

Once the holders are imported, the certificates can be be generated.

Generating certificates for multiple Holders.

The button "Generate Certificates" (located under the tab "Additional Interests" in the Insured's details/profile page) is used to create multiple Certificates for all selected Additional Interests.



Once clicked, a list of holders will pop-up, allowing users to select specific list or "select ALL" holder for whom a COI needs to be generated.



There are a couple of different options the users can choose from:

1- Generate the COIs as individual PDF files (in a Zip file) or

2- Combine all COIs in a single PDF file.


The last option is for users to decide whether they would like the system to save a historical record of the COI for the selected Additional Interests (in the "Sent Certificates" page) and/or Download the generated certificates in a single .pdf file or in an archive.


(For help with importing Certificate Holders, please search the support site for "data import".)

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