Certificates Module

this article will guide you through the process of requesting any type of certificate of insurance available this article will guide you through the process of requesting any type of certificate of insurance available request a certificate of insurance on the home screen, click/tap certificate requests select certificate of insurance complete all certificate holder required fields on the form optional add a phone number, description of operations or upload a certificate sample maximum size 4mb 1 file ☑️ agree on the terms and conditions click/tap submit request ◈ client portal ◈ mobile application client will receive a confirmation email upon submission with the requests details client will receive a confirmation email upon submission with the requests details peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime if the client requires the certificate urgently, they must contact the certificates department to inquire about expediting the process, as it typically takes up to 48 hours for the certificate to be issued if the client requires the certificate urgently, they must contact the certificates department to inquire about expediting the process, as it typically takes up to 48 hours for the certificate to be issued request a proof of insurance on the home screen, click/tap certificate requests select proof of insurance optional complete the additional information box as needed ☑️ agree on the terms and conditions click/tap submit request ◈ client portal ◈ mobile application client will receive a confirmation email upon submission client will receive a confirmation email upon submission peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime requesting a waiver of subrogation on the home screen, click/tap certificate requests select waiver of subrogation a payment window will pop up no matter which payment method the client normally uses on the pop up, click/tap on continue complete all certificate holder required fields on the form complete all the waiver of subrogation required fields on the form optional add a phone number, description of operations or upload a certificate sample maximum size 4mb 1 file ☑️ agree on the terms and conditions click/tap submit request ◈ mobile application ◈ client portal once the waiver of subrogation is issued, the client will see it in the my request sub module client will receive a confirmation email upon submission client will receive a confirmation email upon submission peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime if the client requires the certificate urgently, they must contact the certificates department to inquire about expediting the process, as it typically takes up to 48 hours for the certificate to be issued if the client requires the certificate urgently, they must contact the certificates department to inquire about expediting the process, as it typically takes up to 48 hours for the certificate to be issued $ payment process this only happens when the client's default payment method is set to credit or debit card in the payroll details section of {{januscrm}} payments are processed by {{januscrm}} payment amount is automatically calculated including the convenience fee approved transactions approved transactions a confirmation page/screen will display mobile application mobile application client portal client portal declined transactions declined transactions a pop up will ask if users want to try paying again or cancel if they cancel, it takes them back to the form they filled out mobile application mobile application c c lient portal 🗎 invoice generation ( internal procedure ) a payroll record in {{januscrm}} payroll dashboard will be created, labeled \[interim] wos cert holder name an invoice must be created and batched in {{pro software}} it is essential for the processor to understand that an invoice must be generated in it is essential for the processor to understand that an invoice must be generated in {{pro software}} , as the required amount has already been collected simultaneously, the request is sent to the simultaneously, the request is sent to the {{januscrm}} data dashboard to issue the waiver of subrogation for the client head to the head to the {{januscrm}} knowledge base for additional information requesting other lines of insurance on the home screen, click/tap certificate requests select other lines of insurance complete all certificate holder required fields on the form optional add a phone number, description of operations or upload a certificate sample maximum size 4mb 1 file select at least one of the lines of insurance displayed by default, the form will select all as 'no' agree on the terms and conditions click/tap submit request ◈ client portal ◈ mobile application client will receive a confirmation email upon submission client will receive a confirmation email upon submission peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime peoplematic doesn't send notifications when certificates are ready, but users can always check my requests to view and download them anytime if the client requires the certificate urgently, they must contact the certificates department to inquire about expediting the process, as it typically takes up to 48 hours for the certificate to be issued if the client requires the certificate urgently, they must contact the certificates department to inquire about expediting the process, as it typically takes up to 48 hours for the certificate to be issued my requests all the client's requests show up here pending means our team is still working on it completed means it's done and ready users can view or download the pdf anytime {{januscrm}} handles creating and storing all the pdfs on the home screen, click/tap certificate requests select my request select the document to view or download