Client Access for Certificates

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Client Access for Certificates

Clients may have several certificate holders associated with a policy, but not wish to issue certificate renewals to each holder. Nexsure users can grant temporary Nexsure access to clients so they can select which certificate holders will be issued a renewed certificate.

On the Client menu, click SERVICING.

Select Certificates>Renew and click [Next] a list of policies that have changed will be displayed.

Select the policy(s) and click [Next].

Click the NIC icon.

In the Select Contact drop-down box, choose the recipient of the temporary access. You can grant multiple contacts access, but they must be sent one at a time.

Note: If the client you wish to grant access to is not in this drop-down list, they must be added from the Client Profile / contacts tab. Close the Create Temporary User dialog box, add the contact and then the client will appear in the drop-down list.

Select the number of days the contact will have access.
Enter a custom message, or accept the default.

Click Send. The dialog box will remain open to allow another contact to be selected. If there are no other contacts to grant access to, click Close.
An email with a link to the certificate(s) will be delivered to the contact.

The contact must click the link in the email to be redirected to the certificate(s).

Note: The temporary access link can only be accessed one time.

Once the user has accessed the certificate(s) and clicked the Logout link, an email will be returned to the Nexsure agent notifying them that the contact has reviewed the summary of insurance.