If you have permission to create a certificate in BEACONNECT, select the My Business > New Certificate option in the top menu. You can create and print a Certificate of Insurance Liability. You can also save the certificate to your computer. You cannot store certificates in BEACONNECT.
Login to BEACONNECT and create COI
To create a certificate:
- Click the New Certificate button or the New Certificate menu option in My Business.
- Type a policy number in the Policy field, and click Select Policy.
If the policy is found and it is active, the details about the Insured will display.
Note: Certificates can only be created by the servicing agency of an active policy period. - Enter the Contact and Certificate Holder information into the fields provided.
- Enter the Description of operations, locations, vehicles, or other special items that should be included.
- Click Create Certificate. The Create Certificate window remains open and a pop-up window will display prompting you to Open or Save the certificate.
- Select Open to view the certificate. You can print it by selecting File > Print from the browser menu.
Note: Certificates cannot be modified once they are generated. If any errors appear, go back to the New Certificate window and correct the information and re-click the Create Certificate button. - Click Clear in the New Certificate window to clear the fields and re-enter contact information to create a different certificate.
