Certificate of Insurance Page Build Out on Website
We regularly receive requests from clients for “Certificates of Insurance”. When they become a client we put the necessary coverages on a certificate, I have attached an example. In the bottom left corner we have to add different company names to the certificate upon request. As an insurance agency these certificates have to be sent out from one of our agency company email address, they cannot be sent by the client/from the client’s email address. So the idea is for the client to be able to input the information of company they need the certificate for on a page of our website (Company Name, Address, and email address of the company being listed to receive the certificate.
Completed website feature on [login to view URL] (integrated with email and automated pdf autofilled and sent out to proper email address)