| Operational
Capabilities |
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100%
Browser Based
eCertsONLINE is entirely browser based and accessed through
the Internet.
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| eCertsONLINE Additional Information: |
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Scalability
Unlimited Insureds with unlimited Certificates with unlimited
Holders and unlimited simultanious Users
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Certificate
Issuance
Certificates of Liability Insurance (ACORD 25-S) can be issued
by the sponsor or user. Certificates can automatically
be sent to
the sponsor,
carrier(s),
and certificate holder via e-mail, fax,
U.S. Mail or Next Day Air or a combination of two i.e.,
e-mail
and U.S. Mail. .
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Forms
Supported
ACORD 24, 25, 27, 28 and Cancellation/Reinstatement Notices
are included in eCertsONLINE.com. Certificates can be issued
by the sponsor, retail agents, general agents, or insureds
and are generated in a pdf format. In addition, custom forms
may also be incorporated.
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Training
eCertsONLINE is simple to use and training is provided free
of charge. In addition, there is an illustrated Admin manual
and User's manual that may be accessed via the web site.
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On-Line Manuals
eCertsONLINE is simple to use and initial training is provided
free of charge. In addition, there are illustrated manuals
that may be accessed via the web site.
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| Features |
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Multiple
Sides
eCertsONLINE consists of four separate sides: IT, Sponsor, Retail Agent Self-Service,
and Insured Self-Service:
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IT
Permits IT staff to set-up defaults, search for insureds/users across multiple offices, check delivery status, run reports, etc.
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Sponsor or Administrator
This is the main side of eCertsONLINE. It allows sponsor staff to set-up accounts, issue certificates, approve issuance, run reports, etc.
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Retail Agent Self-Service
Retail Agents with the proper authorization from a General Agent Sponsor can be permitted access to issue Certificates on behalf of their specific customers.
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Insured Self-Service
Insureds with the proper authorization from the Sponsor can be permitted access to edit holder information and issue Certificates.
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Sponsor
Approval Mode
All self-served documents completed by the user may be previewed
by the sponsor prior to actual issuance and either approved or
rejected. Available on a customer-by-customer basis, the Approval
Mode makes an ideal training aid for new users or to double check
the content of the more complex certificates.
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Attachments/Addendums
Unlimited attachments can be added to a Certificate. In addition,
unlimited addenda can be added to Holders.
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Endorsements
Maintain your own library of custom carrier specific endorsements and standard endorsements. With a click of the mouse, the endorsements can be attached and pre-fill data from over 32 different fields, i.e., policy numbers, policy dates, insured and certificate holder names and addresses.
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Reduced
Limits
Permits the GL and Excess limits to be reduced at the time of certificate
issuance. Use of this feature is strictly controlled by the Sponsor.
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Multiple
Named Insureds
For larger insureds with multiple entities and locations.
This allows the individual entities name and address to be
shown as the Insured at the time of issuance. This eliminates
the necessity of each entity having a separate master template.
The entity is selected for each
certificate
via a simple
pull
down
table.
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Reports
All data can be accessed via the browser and sorted by many
fields. Reports such as Insureds, Holders, Certificates
and
Usage logs can be generated with a few clicks of the mouse and
also exported into Excel.
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Renewals
Renewal process allows the sponsor to
bulk issue certificates with a few clicks of the mouse.
Various filters allow "one-time only" certificates to be
excluded and endorsements to be replaced. All certificates
are automatically sent to the sponsor, carrier(s), holders,
and any other designated party (optional) as one delivery,
i.e., e-mail, fax, U.S. Mail, or CD, etc..
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Re-Instatement/Cancellation
Notices
With a few clicks of the mouse the sponsor can send a notice
of cancellation or re-instatement to all certificate holders
for an insured.
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Auto-Archiving
Automatically stores Certificates, Attachments, Endorsements,
and Addenda in EXACT format at time of issuance. Completed documents
can be retrieved and printed years into the future. This makes
eCertsONLINE a truly paperless process.
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Certificate
Request
Ability to upload the actual certificate request received
from the insured. The request is then appended to the archived
copy of the issued certificate.
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| Customization |
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Signature
Digitized signature(s) of the sponsor's authorized representative(s)
appear on each issued certificate.
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Links
eCertsONLINE is automatically linked back to the sponsor's web
site when the user exits. The sponsor's web site can be linked
to eCertsONLINE - all free of charge.
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Branding
eCertsONLINE is automatically branded with the sponsor's logo,
name, phone, "tag line", and license number on every
screen in addition to custom colorization to match the sponsor's
web site.
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| Security |
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Passwords
Sponsor and user's personnel are granted access through changeable
passwords and User IDs. Up to four levels of security
with different features are provided .
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Backup
Multiple backups are automatically performed daily.
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Data
Center
eCertsONLINE is hosted at a tier 1 facility with redundant
hardware, back-up generators, and 24x7 security guards. Your
data won't be seen
by anyone unless access is granted by you.
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| System
Design |
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SQL
Server
eCertsONLINE uses SQL Server 2000 technology for secure data
access and unequaled processing power.
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System
Requirements
eCertsONLINE was developed to be accessed by anyone anywhere
via the Internet. The web site uses ASP technology and therefore
requires 5.0 browsers and above (Internet Explorer recommended).
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PDF
Format
All forms created by eCertsONLINE are in Adobe Acrobat's PDF
format and Adobe Acrobat Reader must be installed to view or
print. Adobe Acrobat Reader is free and may be downloaded from
their web site.
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Data
Import
Most certificate data from management systems can be uploaded
into eCertsONLINE easily and free of charge.
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Contact
Us 