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You Control Who Has Access to Your Certificates of Insurance

April 26, 2023

You Control Who Has Access to Your Certificates of Insurance
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As one of many self-service features for Members on, insureds can log in to manage which third parties have access to certificates of insurance (COI). Insureds and office managers can also have a COI faxed or emailed to someone else, or download it for your records.

Managing Certificate Holders 
To manage who has access to your COI, insureds can log in as a Member at In the My Account drop-down menu under your name near the top right corner of the screen, you should select “Manage Certificate Holders.” There, you can view, add and delete which certificate holders have access to your COI. This feature to manage certificate holders is only available to insureds, not office managers.

To add a certificate holder, you need their name and mailing address. Certificate holders must be registered on in order to log in to access COI. Adding a certificate holder allows them to download, fax or email your COI when they log in to Please note, when you add a new certificate holder, your COI is not immediately sent to them, as two to three business days are needed for verification and processing.

Accessing and Sending Certificates of Insurance
To have a COI faxed or emailed, or to download it yourself, insureds and office managers can log in as a Member and select “Certificates of Insurance” from the drop-down menu under your name. 


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