Certificate Request

this module enables users to submit requests for all types of insurance certificates its intuitive design guides users through the process, tailored to the specific type of request this module enables users to submit requests for all types of insurance certificates its intuitive design guides users through the process, tailored to the specific type of request janus integration {{januscrm}} currently incorporates automation processes that seamlessly link with {{certex}} to produce certificate of insurance for our clients it also notifies our internal team about the status of these certificates this integration will enable transparent communication with clients regarding the status of their requests, allowing them to preview the document once it is prepared, and even download the file for their records for further details on how certificate requests are initiated, please refer to the https //kb getjanus io/internal coi and wos requests archbee space articles standard operational procedure this section handles different types of certificates for help with each form, check out the https //app archbee com/docs/zujpt7qy6ipkpaufk1nop/e0u7bjtzhjhaifxvm10c1 click on certificate request from the home card or the left side bar menu select the type of certificate that is needed complete the form with all the required fields ☑️ confirm that the entered information is correct click on submit request click the close button in the confirmation modal feature breakdown users can submit requests for the following types proof of insurance, certificate of insurance, waiver of subrogation, and other lines of insurance other lines of insurance submissions are sent directly to business express insurance agency (beia) users must enter all the required fileds for the certificate holder information use the red asterisc as a guide users have an option to submit a certificate sample the maximum file size allowed for document uploads is 4mb, with a limit of one file submission per upload clients can see all their requests in the request history section it shows the status of each request, which updates when our certificates team finishes working on them in {{januscrm}} all submissions will be forwarded to the certificates department for processing clients will receive a confirmation email upon submission all submissions will be forwarded to the certificates department for processing clients will receive a confirmation email upon submission the status of each request updates when our certificates team finishes working on them in the status of each request updates when our certificates team finishes working on them in {{januscrm}}