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®.
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.
Another 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 final option, which rounds out our certificate management offering, is third
party certificate management - - a way to manage those incoming certificates
- Third-party cert tracking tool is available on CyberSure
at no cost. This tool requires the client 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.
For more information, please