Adding Certificate Holders

Certificate holders are any individuals or businesses needing proof of insurance.

You can add a certificate holder to a client's record by completing and saving data on the Certificate Holder Info page.

Prerequisite

Before you can add a holder, the client must exist in the Sagitta.

If the client already exists in the Sagitta, you can access client information to begin the process.

To add a certificate holder

  1. Look up and load a client.

  2. Click Holders on the Client Primary Navigation, then click Add. The Certificate Holder Info page appears.

  3. Search the Add'l/Other Int. Code field for the holder name by clicking the search icon (a magnifying glass) and then double clicking the AI Code or Name to select it.

    The AOI information, including the name and address, fills to the page.

You can also enter the Holder Name, which is required, and other information manually, if you choose.

  1. Click Save. The message Save Successful! appears.

If the message Errors on Input appears, see Correcting missing or invalid data.

The new Holder appears in the list.