Certificates of insurance are one of the most frequent, time-sensitive tasks in your agency. The certificate workflow brings a single, modern, streamlined experience - from building a certificate master, to previewing exactly what each holder will receive, to bulk-updating dozens of holders at once. Whether your issuing your first certificate, or maintaining hundreds of holders across a renewal, you'll have a clean Certificate Overview and Certificate Holder page with a fast path to key actions like "select holders" to "certificate distribution

Did you know? - You can click on the images/gifs to make them bigger.

Accessing Certificate Masters

To aid in the accessibility of the Certificate Masters, there is a dedicated 'Certificates' tab. 

To access Certificate Masters: 

1. On an Applicant, click the Certificates tab. 

2. Click the Add Certificate Master button. 

Please Note: If a Certificate master has never been created for this Applicant, there will be a message that states: "No certificate master has been added. Once a certificate master has been added you can view its details here."

If a Certificate Master has been created, you will see a list of all Certificate Masters for this Applicant on the left-hand side of the dashboard with the Add Certificate Master button on top. 

Step 1: Add Policy

3. Click the ACORD Form drop-down to select the ACORD Form needed for generation. 

4. The system will generate a default certificate name based on the ACORD form you choose (for example, "Certificate of Liability Insurance 26-27"). 

5. Check all Policies that apply. Please note: The policies under the Select Policies section are based on the ACORD Form selected above.

Once at least one policy is selected you can select the Preview PDF button to view the certificate form. 

6. For back-dated policy information, click the arrow under the Version column to select a specific transaction. 

7. Click the green Save and continue button. 

Please note: If the Applicant does not have a policy to select, you will not be able to move forward.

Step 2: Add Master Details

8. Search for existing Master Remarks using the Search existing remarks field. To learn how to add Master Remarks to the Master List for faster certificate creation, please see: Certificate Master Settings

9. If you have an Applicant with a large vehicle schedule who needs to show all their vehicles on the Certificate, toggle the Attach vehicle schedule. This will add the entire vehicle schedule onto an ACORD 101.

10. If you didn't use the Search existing remarks to prefill the Master Remarks, type in the Master Remarks. 

Please note, the character counter underneath. The maximum number is based on the ACORD selected in the Add Policy step. If you go over the character count, we will overflow the remarks to an attached ACORD 101. Check out the Preview section on the right to tell what exactly will overflow into the ACORD 101.

You can also add master documents from this page. Scroll to the Documents section and select documents from the Applicant's document library, agency forms, or upload them from your computer.

11. Check the box next to all all the necessary documents.

12. Click the Selected (#) tab to view all selected Master Level documents. 

13. To change the order, click and drag the Order icon. 

14. Once all Master Level documents are selected and ordered, click the green SAVE AND CONTINUE button. 

Step 3: Add Certificate Holders

On the Add Certificate Holders step, you'll find any holders that were added from the policy. You can also import holders from a CSV file or from other certificate masters. Finally, you can add holders manually from your certificate holder settings list or by typing in new information. To learn how to add a Certificate Holder to the Master List for faster certificate creation, please see: Certificate Master Settings

When adding a new Certificate Holder, everything will be on one scrollable page with quick jump-to table of contents on the side. 

If you start typing a Holder's name, the system will search you certificate holder settings list and provide you with the search results. Simply, click them from the list and the system will prefill their information. 

If you do not find anyone, you can keep typing until all required fields are handled.

Importing Certificate Holders

1. From the Add Certificate Holders step, click the Import button. 

2. Click From CSV.

3. From the Upload File step, you can drag and drop a file for your computer or browse your computer files to find the file you need. 

4. Once you attach your document, click the Save and Continue button.

In the Map Column Headers step you will see two columns: EZLynx Field and Columns in Imported CSV File. On this step you will select the column header on your CSV file that should correlate to the EZLynx Field. For example, if your CSV Header for the certificate holder's name is Full Name, you would correlate that to the EZLynx Field Name. 

1. The system will let you know if it is confused on any of the required fields needed to import the certificate holders. Click the arrow to see all of the CSV File headers and select the one that best correlates to the EZLynx Field. 

2. Once you have mapped all of the column headers, click the Continue button. 

The final step is to review the imported data. If the system is confused about any of the data from the CSV, it will ask you to review and make edits. 

1. To edit an error, click Actions.

2. Click Edit Certificate Holder. 

3. Update the field the system is confused about.

4. Once all the changes have been made, click the Save button.

5. Repeat steps 1-4 until all the errors are fixed. 

6. Once you see the "The imported data looks valid." message, click the Finish button.

Once all Certificate Holders have been added, click the green SAVE AND CONTINUE button. 

Step 4: Review PDF

On the Preview PDF step, all active certificate holders are listed alphabetically alongside the certificate preview. Select any holder's Preview action to instantly render the PDF with that holder's information (marked with a "FOR PREVIEW ONLY" watermark). 

You can also choose Update Info to jump to the Edit Certificate screen and return automatically where you left off from when you save. 

Finally, you can also add a new holder directly from this step or download a holder-specific Preview PDF straight to your browser. The Download Preview allows users to view the complete certificate including master and cert holder documents, and ACORD 101 without it counting as a distribution or cluttering the document library.

Please note: All purple fields are editable. Once reviewed, please click the SAVE AND CONTINUE button. 

Step 5: Distribute

15. Check all or some of the Certificate Holder that need to receive the generated certificate. 

16. To filter certificate holders, check the Show only certificate holders that have never received a certificate

17. Click Save and Close to save your work but not distribute the certificates. Click the green Distribute button to distribute the certificates and save your progress. 

Create the email you would like to send to the Certificate Holders whose distribution method is email, and click the green Send button. 

Once the emails are sent and the certificates begin to download, you will be taken to the Certificate Master Dashboard where you can now see the Certificate Distribution Report. 

Managing Certificate Masters

If a Certificate Master has been created, you will see a list of all Certificate Masters for this Applicant on the left-hand side of the dashboard. The Certificate Master will be sorted based on the status of the policy the Certificate Master is associated to. 

Please note: When you land on this page, the Certificate Master at the top of the Current list will be selected by default.

To search for a specific Certificate Master, use the Search Masters field and search by the following:  

• Certificate Name
• Policy #
• Line of Business
• Certificate Holder Name
• Certificate Holder Address

Certificate Master Expanded View

The specific Certificate Master details will be on the right-hand side of the dashboard. 

Adding One-Off Holders

On the Certificate Master in question, click the green Add Holder button. 

1. Fill in the necessary information for the Certificate Holder. 

2. Click the green Save button to save your work but not distribute the certificate to the Certificate Holder.

3. Click the green Save and Distribute button to save your work and distribute the document(s) to the Certificate Holder. 

Distribution Report

Once you have selected to distribute certificates, we will generate all the documents and prepare them. Once all documents are prepared, you will see the Distribution report under the Certificate Maste Details screen. 

1. If the Certificate Holder was marked for Email, as soon as the certificate is generated they will be distributed via the email address. 

2. If the Certificate Holder was marked for Download, you will see a link in the Distribution Report that allows you to download a zip file containing all your certificates. 

3. You can also see past distribution and access past zip files by selecting the Certificate Transaction History. 

4. To remove the Certificate Distribution Report from your view, click the X. To bring this view back, click Actions > Distribution Report. 

Edit, Share, Delete, & More

All Certificate Master management options are under the green Actions button at top right-hand corner of the Certificate Master Details screen. 

If you are interested in our Client Center Portal, please email sales@ezlynx.com  

Please note: All generated certificates are also in the Documents Library of an Applicant. If a certificate was emailed, a log will appear in a new discussion under the Activity Log.