Certificate of Liability Insurance Overview
HawkSoft's Certificate of Liability Insurance wizard makes it easy to generate the ACORD© 25
The ACORD© 025 form, or Certificate of Liability Insurance,
provides policy coverage information for stake holders such as contractors, banks, or additional insured. form with your client's unique policy coverage information, easily pulled directly from your client's saved policy data. Once the certificate is created, it serves as a template and is easily updated as needed.
The HawkSoft interface enables you to:
- Create a "master" certificate, and then edit the master as needed - Recommended
- Attach additional documents to accompany the certificate
- Export and import a list of certificate holders
- Sign and distribute the certificate(s) via email
- Upload the form to a Self-service Certificate Portal so that your client can provide proof of coverage to a third-party
Best practice and Noteworthy
Be sure your policy data is up to date before creating a "master" certificate.
Why create a "master" certificate
HawkSoft recommends creating a single “master” Certificate for each client that includes all liability coverages you have written for them. By keeping all policies, coverage details, and Certificate Holders in one master document, you only need to update this single Certificate when policies renew or coverages change—greatly improving efficiency.
Why create a "master" certificate at the client level?
Because Certificates often contain policy and coverage detail from more than one policy within the client file, this keeps all your attached certificates and log entries related to certificates in one place – on the Client tab.
How does the "master" get updated when policy changes are made?
Changing policy data does not automatically update the certificate. Once policy data has been modified (coverage changes, policy renewals/rewrites, etc.), it is important to update the Master Certificate by clicking the Lookup button for each liability. See
Updating Certificates after Renewals for more information. Note that, updating policy data directly on the certificate will not update the actual policy.
Policy renewals: Be sure to redistribute your updated certificate to existing certificate holders to reflect policy changes. See
Are documents attached to the "master" included in self-service certificates?
When creating or modifying a master Certificate of Liability Insurance (ACORD 25), any additional documents attached to the certificate—such as those added from the Document Library or ACORD forms and packages created via the HawkSoft Form Filler—will not be included in the Self-service published certificate. See Self-service Certificates for more information.
Create or Modify a Certificate of Liability Insurance
This article describes how to use the HawkSoft Certificate of Liability Insurance wizard to create and modify a "master" certificate to serve as a template. When a specific liability is updated by an endorsement or renewal, you can easily update the master certificate for all certificate holders.
Create or Modify a Master Certificate of Liability
Policy Renewals - Update and Redistribute Certificates of Liability
Once you have created a "master" Certificate of Liability on a client, it is important to update the "master" Certificate once a policy renews or is rewritten. This article walks you through the process of renewing and redistributing a "master" certificate after a policy renewal/rewrite.
Policy Renewals - Update and Redistribute Certificates
Manage Certificate Holders on a Master Certificate
This article describes how to manage your list of certificate holders when modifying a master Certificate of Liability Insurance with the HawkSoft Certificate of Liability Insurance Wizard.
Manage Certificate Holders on a Master Certificate of Liability
Add Additional Documents to Print with a Certificate
This article describes how to set additional documents when you print a Certificate of Liability Insurance for your certificate holders.
Certificate Holder Document Library
Print, Email, or Attach a Certificate
HawkSoft's Certificate of Liability Wizard makes it easy to print or email the ACORD© 25 Certificate of Liability Insurance for each certificate holder.
Print or Email an Existing Certificate of Liability
Archive or Unarchive an Existing Certificate
You may end up with old versions of ACORD forms showing on the Edit - ACORD Forms dialog. You can hide old ACORD forms by Archiving them.
Archive or Unarchive a Certificate of Liability Insurance
Export and Import Certificate Holders
HawkSoft makes it easy to import a list of certificate holders into a Certificate of Liability Insurance through the use of a CSV spreadsheet template, and export a spreadsheet of existing certificate holders. This is especially useful for insureds with many different cert holders, such as contractors.
Export and Import Certificate Holders
Self-Service Certificates
HawkSoft Self-service Certificates enable you to publish an ACORD 25 Certificate of Liability Insurance to an online portal to serve as proof of insurance. From the portal, the insured can easily add a Certificate Holder, print the certificate, or email the certificate to a third-party at anytime, without agent assistance.HawkSoft Self-service Certificates is available to your agency as an add on service through HawkSoft Marketplace. Once purchased, you can begin uploading certificates to the online portal.
Accessing a Published Certificate
You can copy these instructions and send them to the insured, to assist them in accessing the a published certificate.
These instructions are also provided in
PDF format for your convenience.
How to Access and Distribute your Certificate of Liability Insurance