CertificatesNow is an online certificate of insurance and auto ID card management system that completely automates certificate creation, delivery, storage, and management. It allows users to quickly and easily issue or renew large volumes of certificates and delivers them electronically. CertificatesNow provides a secure, reliable, and feature-rich solution supported by insurance professionals to help users respond rapidly to customer needs.

1. CertificatesNow has become the industry standard for the complete, secure and effortless process of
managing these documents for agencies, brokers, carriers and their insureds. CertificatesNow is
supported by insurance professionals who understand the importance of issuing insurance certificates
quickly, accurately and cost-effectively. Our first-hand industry knowledge enhances our clients’ ability to
respond to their customers’ needs—keeping them on jobsites, their vehicles on the road, providing prompt
bid request responses, or closing escrows.
Completely automates certificate and Auto ID creation, delivery, storage and
management
Quickly and easily issues or renews small and large volumes of certificates and Auto
ID cards, and delivers them by email, fax or postal service
Meets your business requirements for ISO and ACORD forms, Auto ID cards,
attachments and endorsements, cancellations and reinstatements, and
comprehensive reporting
CertificatesNow is the most feature-rich, secure and reliable online Certificate of Insurance and Auto ID
Card management system available in today’s market. Its development has been a direct result of
feedback from our customers and their needs.
Please see other side for more details.

2. HOW CERTIFICATESNOW WORKS consulting with clients.
CertificatesNow requires no software, special hardware, or
lengthy training. EbixBPO hosts the application on the Internet, CERTIFICATE SELF SERVICE BY INSUREDS
using state-of-the-art technology from leading providers that CertificatesNow’s automated certificate service lets you
ensures your certificates are stored safely and securely for up maintain control of policy data for clients you have authorized
to ten years. for self-service. A CSR sets up the master certificate(s),
indicating insurance coverage and limits. Insureds can't
RENEWAL PROCESSING modify coverage, other than to reduce the amount of Excess
Because CertificatesNow remembers the unique Description Liability shown on the certificate. Your clients enjoy the benefit
of Operations, Excess Liability limits and delivery method of of sending their own certificates 24/7.
the original certificate, renewals are as simple as updating the
renewal list to identify which certificates are no longer needed. CORPORATE OFFICE FEATURES
Customers report saving weeks of effort on renewals with CertificatesNow includes flexible features for managing
better and more accurate results. multiple locations under a single subscriber account. For
example, branch personnel can access certificates pertaining
FLEXIBLE CERTIFICATE SERVICES to their branch only, while corporate users can access
Easily include ISO or custom attachments whenever required. certificates or run aggregate reports for all branches.
Description of Operations can be set by master certificate or
certificate holder/recipient. Customized cover sheets and REDUCE E&O EXPOSURE
digitized signatures can be added. You can also send Auto ID CertificatesNow includes cancellations and reinstatement
documents for all 50 states. processing. A unique identifier is assigned to each transaction,
providing complete history of all documents in the system. The
BATCH DELIVERY PROCESSING history of a certificate can never be amended, changed or
Batch delivery of certificates utilizing the data upload process deleted thus providing perfect integrity of your historical
allows the immediate delivery of hundreds or thousands of documentation.
certificates at once. It saves you time that you can spend
ABOUT EBIX BPO
With over 1000 clients Ebix BPO is the largest provider of
Insurance Certificate Monitoring Services in the United States.
We have a suite of web-based enterprise software products that
automate and manage either the issuance or tracking of
certificates of insurance. Agents, brokers, policy holders and
even direct clients will realize increased efficiency when either
tracking or issuing certificates of insurance.
Global Headquarters:
5 Concourse Parkway, Suite 3200
The industry’s largest provider of Atlanta, GA - 30328
certificate management solutions
and services. SALES: kpaul@ebix.com
(678) 281 2023
www.confirmnet.com | www.EBIX.com
To schedule a web meeting and demonstration,
please contact an Ebix BPO associate today!