Master Policy Certificates

Master Policy certificates can be added or edited using the Certificates tab for the associated Transaction container. To add or edit a certificate, please follow the instructions below:

1. Search for a policy.
2. Click a Policy Number hyperlink for a Master Policy in the Policy Search Results grid.
3. Select a transaction from the Transactions grid in the Transactions panel.
4. Click the Certificates tab.
5. Click Edit at the bottom of the Certificates tab.
6. Click Add Certificate (or the Edit icon for an existing certificate).
7. Enter information in the available fields.
8. Click the Save Certificate button.

Hints:

Entering a Certificate Effective Date associated to a different stamping fee rate than the stamping fee associated to the transaction will produce a warning banner.

Entering premium values for certificates on the Certificates tab that differ from the Gross Premium on the Details tab will produce a Premium Flag indicator.

Clicking Resume in Wizard allows the user to resume editing the policy within the wizard.

The master policy certificate list can also be uploaded using an Excel spreadsheet. View or download the Sample Certificate List Template at https://www.slacal.com/docs/default-source/general-content-documents/resources/sample_certificate_list.xlsx. All fields in the spreadsheet must be entered for the data to populate and process correctly by the SLA.

If your book of business involves submitting a compilation of certificates and you would like to know more about master policies, please reach out to the DA Master Policy Team at damasterpolicy@slacal.com.