Certificate of Insurance

Using the Certificate of Insurance command, you can issue an Association for Cooperative Operations Research and Development (ACORD) certificate of insurance (COI) on behalf of the insured or the agent.

You can also reference the Process Certificates topic for a more complete workflow discussing how to add and edit certificates in AIM.

1. On the Policy menu, point to Misc, and then click Certificate of Insurance.
   Alternatively, you can click the Policy Data tab, click the Certificates tab, and then click Add Cert.

2. In the New Certificate dialog box, select the appropriate certificate.
3. Click OK to edit the certificate in ACORD Form Editor or click Cancel to abandon the process and close New Certificate.

Related Topics

See Also