Cert IQ Workflow Guide

What to Prepare

Confirm the scope and review responsibilities with your team, then gather the relevant approved material.

The certificate request, holder information, and delivery details.
Relevant approved policy documents and endorsements.
Any special requirements or requested wording.
The authorized reviewer and release-approval process.

Follow the Workflow

Collect

Gather holder details, request requirements, and policy sources. Keep the holder information and intended delivery details connected to the request.

Verify

Review the relevant insured, carrier, and policy information. Use approved policy information for coverage, limits, identifiers, and effective dates.

Prepare

Populate supported certificate fields and identify exceptions. Highlight missing information or special wording that needs an authorized review.

Approve

Confirm prepared details and the required release approvals. Your team checks policy and endorsement support, makes corrections, and authorizes the next action.

Handoff

Complete the configured delivery and record the request status. Keep preparation, approval, and completion information clear through the supported handoff process.

Review Checklist

Confirm the holder, insured, and intended recipient.
Check policy identifiers, periods, carriers, and relevant limits.
Verify prepared fields against the approved source.
Bring special wording and missing information to the reviewer.
Confirm the approval required for release.
Record the supported handoff and completion status.

Common Exceptions

Holder or delivery details are incomplete

Obtain the missing information and keep the request visibly pending.

The request includes special wording

Have the authorized reviewer check the relevant policy and endorsement support.

A draft is prepared but approval is pending

Retain its pending status until the required authorization is given.

Expected Output

A reviewed certificate preparation package and a clear record of authorization and the configured handoff.

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Cert IQ Workflow

Bring representative examples and your current checklist to the Acord AI team.

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In this guide

Cert IQ

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Getting Started with
‍Cert IQ

Cert IQ

Bring Your Workflow.
‍We’ll Help Define the Next Step.

Getting Started with‍Cert IQ

What to Prepare

Follow the Workflow

Review Checklist

Common Exceptions

Holder or delivery details are incomplete

Obtain the missing information and keep the request visibly pending.

The request includes special wording

Have the authorized reviewer check the relevant policy and endorsement support.

A draft is prepared but approval is pending

Retain its pending status until the required authorization is given.

Expected Output

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Cert IQ Workflow

Bring representative examples and your current checklist to the Acord AI team.

Cert IQ

Bring Your Workflow.‍We’ll Help Define the Next Step.

Getting Started with
‍Cert IQ

Bring Your Workflow.
‍We’ll Help Define the Next Step.