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Certificate management is an important part of your insurance
program and can be a time-consuming process. Wells Fargo Insurance Services
offers its clients several options to help streamline the certificate
management process using our award-winning, interactive website, CyberSure®.
One option is an online certificate request form which users
complete to indicate certificate holder, coverages, and other
information needed for the certificate. Upon submission the form is sent to
your account team to handle. The requestor receives an online confirmation and
later an email confirmation. Once the certificates are issued, they are routed,
per your instructions, to the certificate holder. The requests reside in a
database on CyberSure®.
Our most popular and widely used option is the Issue Your Own
Certificate tool. Your insurance information is pre-programmed on the
back end so users complete only a handful of fields before hitting "submit" and
generating their own certificate. These certificates are available in PDF format on the website for access at any time so if a certificate holder requests a copy you
are able to print, email or fax the certificate from your desktop. So whether
you choose to issue your certificates yourself or would prefer your account
team to issue them, you have 24/7 access to the certificates that have been
issued.
Our final option, which rounds out our certificate management offering, is vendor
certificate management - - a way to manage those incoming
certificates you receive. We offer two tools to accomplish this.
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One tool is a simple third-party cert tracking tool which requires the user to
upload the certificate and complete a short online form. Thirty days prior to
expiration the user and the vendor are sent an email advising them the
certificate is expiring and requesting a new one. The expiring certificate is
attached to the email.
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The other tool is CertStore, a more sophisticated tool which has the ability to
track coverage, limit and endorsement requirements, AM Best rating and more.
CertStore has three service level offerings and is available for a fee.
For more information, please
click here.
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