Master Certificates
AgencyToday will enable the user to select a MASTER certificate and send this MASTER to all previous Certholders from the certificate log. To utilize this feature, please follow the steps below.
1. Find your client and click on the policy that pertains.
2. Click on the SAVED FORMS button to display the certificates.
3. Click on the MASTER button. AgencyToday will display all certificates for this client with the cursor flashing in the Master Certificate number field. Enter the certificate record number in this field that will be utilized as the master. (Each certificate is automatically assigned a record number by AgencyToday. This record number is displayed on the certificate list or on the top left portion of the actual certificate.)
4. Click on each certificate from the list (use the CTRL key on the keyboard to select more than one item) and then click on the OK button.
5. Click on the PRINT button to generate the certificates. AgencyToday merges the information from the master certificate (coverages, insured's name, insurance company, etc.) with the certholder's names from the certificates that were selected/high-lighted on the list.