Text Setup

Use the Text Setup form to enter passages of standardized text to include on your agency certificates or to enter disclaimers for Invoices, Customer Statement and Checks. Once you have entered text in Text Setup, you can then select which entry you would like to include as the default text on the certificate.

 

On the certificate data entry form, you can include any passage of text that is assigned to that certificate's type, either Liability or Property. Click Append to add the text to either the Description of Operations section (Liability) or Special Conditions section (Property). See Certificate of Liability Insurance and/or Certificate of Property Insurance for more information.

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