Certificate Management Solutions

Certificate Issuance Program

Our Certificate Issuance program ensures proper, timely release of certificates to your clients. The service is ideal for large companies with thousands of requests from various departments, but not a centralized processing center; organizations that have captives; self-insured corporations; and companies with high insurance retentions.

How it works

  1. We enter information from your insurance policies into the database.
  2. We generate the certificate templates and send it to you for approval via Internet, fax or mail.
  3. The certificate of insurance is generated by logging onto your personalized web page within our system, selecting the template, specifying the certificate holder information and issuing the certificate through e-mail or fax. We are set up to do this task for you or allow your company to generate its own certificates. Password protection can give specified individuals within your organization the ability to produce certificates via the Internet and release it themselves.
  4. A record of all certificates issued are maintained within our system and viewable over the Internet.
Insurance certificate issuance workflow.

Lower Costs & Increased Revenue Generation

  • Avoid work delays when somebody fails to produce the certificate of insurance.
  • Reduce handling, postage and faxing costs. CMS handles it all.
  • Extensive reporting capabilities
  • 24/7 online data access

Learn More

Contact us to receive a free insurance certificate information packet.