| How long does it take to set up the application? |
| It usually takes 3 to 4 weeks to have your solution ready. It all begins with a short consultation with one of our associates. We document your requirements and tailor the solution to meet your particular needs. Get started today! |
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| Does this system support tracking of incoming certificates? |
| While our rm.Certificates application only issues and managers certificates, our rm.Vendors application supports tracking of incoming certificates of insurance and helps validate that your insurance requirements are being met by third parties. |
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| How do I get started? |
| It usually takes 3 - 4 weeks to have your solution ready. It all begins with a short consultation with one of our associates. We document your requirements and tailor the solution to meet your particular needs. Get started today! |
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| How do I obtain a cert of ins with your system? |
| First, you log into the portal using your username and password and access the Certificates application. Next, you select the type of certificate you need (liability, property, etc.), and fill out a web form. You will either immediately receive a PDF file of your certificate of insurance, or your request will be routed for approval, depending on your business requirements. |
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| How many users can I add? |
| You can add an unlimited number of users. Additional users may also be added after the initial application is configured. |
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| How many lines of coverage does your system support? |
| Our system can support an unlimited number of coverages and multiple brokers. Our system is highly customizable and can be configured to meet your unique business needs. Agencies also benefit from maintaining an unlimited number of clients on the portal. |
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| How do I manage a renewal and can the system support multiple renewals? |
| As an administrator, you would manage the certificate renewal process by entering the new policy information into the system at renewal time. The EXIGIS solution can also be configured to integrate with your existing policy management system. You, as an adminstrator, can track renewal progress through user-restricted administration screens. When users request their certificates of insurance, they indicate whether the certificate should be renewed at the end of the policy year. With the click of a button, these certificates are automatically renewed at renewal time. |
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| If I make a mistake, how do I reissue a certificate? |
| First, find the certificate request that you want to change in the list of issued certificates. Second, select the certificate to change and click the "reissue" button. Next, change the certificate request as necessary and click "submit" to receive your updated certificate. Your old certificate will be voided automatically. |
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| Are there reports to inform me of the certificates issued? |
| Yes, there are predefined reports that you can run at any time. Furthermore, you can create your own custom reports to interpret your data how ever you wish. |
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| Can I create ad-hoc reports? |
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Yes! You can create automatic, real-time reports and dashboard displays using our online tools. Reports can be exported to Excel, CSV, PDF and other formats. |
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| Can I print a cert for mailing or filing? |
| Yes. Although our system is geared towards taking the paper out of paperwork, you may print and mail your certificates. rm.Certificates can also be configured to automatically fax certificates. |
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| Can I fax from the system? |
| Yes. The portal can be configured to automatically fax certificates. |
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| Can your system work with multiple brokers? |
| Yes. Our system can work with multiple brokers across an unlimited number of coverages. |
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| Is it easy to change brokers? |
| Yes. Your dedicated EXIGIS Account Manager will help you update the system with the new broker information. |
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| How many clients can I support? |
| There is no minimum or maximum number of clients you can support. Our solution is highly customizable and can support, manage, and organize all your clients. |
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| Does your system support ACORD and/or other certificate templates? |
| Yes. We support ACORD and other customized certificate of insurance templates. |
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| What are my branding options? |
There are 3 branding options.
1) Standard- the EXIGIS logo will appear on the portal. Your logo will not be shown however we will have your company name on the portal.
2) Shared- Both the EXIGIS logo and your Company logo will appear on the portal.
3) Exclusive- Only your Company logo will appear on the portal. EXIGIS logos will be omitted from your portal. |
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| How long does it take to receive a certificate of insurance? |
| The vast majority of certificate requests can be issued instantaneously. Certificate requests that require approval are usually issued within 48 hours, though this largely depends on the service level agreement signed by you and your broker (or whoever is approving the certificate). |
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| Can I customize when a certificate should go for approval? |
| Yes, you can customize rm.Certificate's approval rules to match your company's approval policies and business rules. |
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| How long does it take to set up the application? |
| It usually takes 3 - 4 weeks to have your solution ready. It all begins with a short consultation with one of our associates. We document your requirements and tailor the solution to meet your particular needs. Get started today! |
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| Can I upload existing cert information to the portal? |
| Yes, our solution specialists can help you upload existing certificate information to the portal. |
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| Can you store previous certs? |
| Yes, we can store previously issued certificates, though most of our clients prefer to only store certificates issued by our system. |
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| Can my system connect to my agency software? |
| Yes, the solution can integrate with your agency software. |
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| How (often) do I access the system to request a cert? |
| You may request a certificate of insurance at any time from any where in the world using our web-based certificate issuing solution, rm.Certificates. |
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| Can my carrier be copied on the cert that is generated from the portal? |
| Yes, the system can be configured to send a PDF file version of the certificates to anyone you choose. |
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| Whose signature is on a certificate and how is it obtained? |
| The signature on the certificate of insurance is an electronic signature of the certificate producer(s) (typically your broker(s)). Our robust certificate issuing technology makes sure the correct signature(s) are displayed on your certificate. This means you may accurately evidence multiple lines of coverage across several brokers using one certificate of insurance! |
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| Can I request a Waiver of Subrogation using the EXIGIS rm.Certificates application? |
| Yes, you can request a waiver of subrogation to be included with your certificate of insurance. |
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| Can I specify additional language to be displayed on the certificate of insurance? |
| Yes, you can specify additional language to be displayed on your certificate of insurance. |
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| Who is EXIGIS? |
| EXIGIS is a privately owned and operated firm. It is not a subsidiary of any brokerage or insurance company. For more information, please visit our company webpage. |
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