To create and store a list of Certificate or Lienholders, Mortgage or Additional Interests and others:

Creating this list will save you time by automatically prefilling this information on ACORD forms such as Binders or other certificates for your insureds.

1. From the Policy Summary Screen for your customer select Certificate Holders.
2. Click on Add Cert. Holder from the bottom left of the screen.
3. Fill out the Certificate Holder's information and then click on Save.