Certificate Holder Summary

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Certificate Holder Summary

The certificates holders tab shows a summary of all certificates holders associated with the selected client. The following is a description of the options available when searching for a particular certificate holder.

To Search for a Certificate Holder

On the Primary menu, click SEARCH. Search for the appropriate client.
Right-click on the client's Details icon and select Certificate Summary from the context menu.

Click the client's Details icon > POLICIES and on the Client menu > certificates tab.

On the certificates tab in the Current View list, select Certificate Holders. The certificate holder summary is displayed.

There are several options when working with certificate holders. Notice the list boxes and links across the top of the certificates tab.

[Print Selected]: In the results of the certificate holder search, the Select column is available. Use the Select column to identify the certificate to print. Multiple certificates can be selected to batch print.
Showing Page: The Arrow icons can be used to navigate through pages of search results.
First Page icon.
Previous Page icon.
Next Page icon.
Last Page icon.

Page List: Click the Page List arrow to open a list of all search results pages. Select the desired page number to open that page of search results.
[Export Selected]: In the Select column, select the certificate holders to add to the export. An .xls file will be created that can be opened in Microsoft® Excel®. The resulting list can be manipulated in Microsoft Excel and sent to clients if necessary.
[Export All]: An .xls file will be created including all active certificate holders displayed on the summary screen. The .xls file can be opened in Microsoft® Excel®. The resulting list can be manipulated in Microsoft Excel and sent to clients if necessary.
Search Filters: Click [Show] or [Hide] to toggle the Search Filters screen.

The options available on the Search Filters screen are:

Save Filter Settings: Selecting the Save Filter Settings check box on the Search Filters screen and clicking Search will change the default Search Filter setting. The next time the certificates tab is opened, the files returned will be filtered by the saved setting. Exercise caution when using the Save Filter Settings check box with a date range as returned files will be restricted to that date range. As a general rule, check the filter settings each time this tab is accessed.
Street Address: Enter the Street Address for the certificate holder. Enter at least two characters to narrow the search results. Entering some of the Street Address returns a broader result; enter most of the address for more specific results.
Interest Type: Select the Interest Type to search for the associated certificate holders. The options available in this list are set up in SETUP > Lookup Management.
Email: Enter the email address for the certificate holder. Enter at least two characters to narrow the search results. Entering some of the email address returns a broader result; enter most of the address for more specific results.
Named Insured: Enter the named insured to return results that include all certificates associated with that named insured. Enter at least two characters to narrow the search results. Entering some of the Named Insured returns a broader result; enter most of the name for more specific results.
Issue Date (Fr): Click the Calendar icon to select the beginning date in a date range. A date range can be selected to return certificates with issue dates in the date range.
Certificate Number: Enter the certificate number. Enter at least one character to narrow the search results. Entering some of the Certificate Number returns broader results, enter most of the Certificate Number for more specific results.
City: Enter the city in which the certificate holder resides. Enter at least two characters to narrow the search results. Entering some of the City returns a broader result; enter most of the city name for more specific results.
Holder Name: Enter the holder name to return results that include all certificates associated with that holder. Enter at least two characters to narrow the search results. Entering some of the Holder Name returns a broader result; enter most of the name for more specific results.
Special Instr: Enter the special instructions from the certificate. Enter at least two characters to narrow the search results. Entering some of the special instructions returns a broader result; enter most of the special instructions for more specific results.
Issue Date (To): Click the Calendar icon to select the ending date in a date range. A date range can be selected to return all certificates holders that have issue dates in the date range.
Holder Status: Select one of the following to indicate the status of the certificate holder in Nexsure. The status is found on the certificate holders tab. The available options are:
All
Active
Inactive
State / Province: Select the state or province in which the certificate holder resides.
Phone: Enter the primary phone number for the certificate holder. Enter at least two characters to narrow the search results. Entering some of the primary phone number returns a broader result; enter most of the primary phone number for more specific results.
Loan No: Enter the loan number for the certificate holder. Enter at least two characters to narrow the search results. Entering some of the loan number returns a broader result; enter most of the loan number for more specific results.
Cert Status: Select the status of the certificate. The available options are:
Active (default)
All
Cancelled
Inactive
Renewing
Zip / Postal: Select the zip or postal code in which the certificate holder resides.
Fax: Enter the fax number for the certificate holder. Enter at least two characters to narrow the search results. Entering some of the fax number returns a broader result; enter most of the fax number for more specific results.
Reference: Enter the reference information for the certificate. Enter at least one character to narrow the search results. Entering some of the reference information returns broader results, enter most of the reference information for more specific results.
Display Only un-issued: Select this check box to indicate only un-issued certificates should be returned in the search results.
Sort Filters: Use the Sort Filters to sort the results of the certificate search.

The options available on the Sort Filters screen are:

Sort Field 1: Select a column heading from the Sort Field 1 list. The search results will be sorted by the column selected in the Sort Field 1 list. The available selections are:

Sort Order 1: Select either Ascending or Descending to set the order of the certificates returned. Ascending will set the order from A-Z. Descending will set the order from Z-A. The Sort Field 1 will be the first sort and Sort Field 2 will be the sub sort.
Sort Field 2: Select a column heading from the Sort Field 2 list. The search results will be sorted by the column selected in the Sort Field 2 list. The available selections are:

Sort Order 2: Select either Ascending or Descending to set the order of the certificates returned. Ascending will set the order from A-Z. Descending will set the order from Z-A. The Sort Field 1 will be the first sort and Sort Field 2 will be the sub sort.

Clear: Click Clear to remove all entries in the Search Filter and Sort Filters fields.

Important: Clicking Clear does not remove the Save Filter Settings selection.

Search: Click Search. The results of the Search Filter criteria and Sort Filter settings are displayed.