Insurance certificates: a tour
This video is coming soon
The written steps below already work. Come back to watch it.
A tour of Insurance certificates in Arkon One: what the page shows and the controls you will use most.
The steps, written out
- Open Insurance certificates from the Sales and Customers section of the left menu.
- Narrow the list with the search box and filters (customer_id, direction, coverage_type, status).
- Read each row: Customer, Direction, Coverage type, Insurer, Policy #, Per occurrence.
- Use the New insurance certificate button at the top of the page.
- Use Export to download the list as a spreadsheet or PDF.
Tip
Owner / Administrator, Office Manager, Sales & Estimating and Accounts & Billing can edit certificates. The Status is set automatically from the Expiry date: Valid, Expiring (30 days or fewer left) or Expired.