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Adding Certificate Holders with the Dopazo Insurance Client Dashboard

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Alex Dopazo

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1. Navigate to dopazoinsurance.com

2. On the top right, client CLIENTS

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3. Login with your username and password. If you are a first time user and are not registered, contact our office and request an invitation email.

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4. Click the Certificates tab

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5. Select the most recent Master Certificate from the list

(Master certificates are basic templates which can be edited to add certificate holders, additional insureds, etc)
NOTE: Certificate must show ACTIVE in order to add a holder. If the certificate is inactive, please contact our office for assistance.
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6. Add certificate holder’s NAME, ADDRESS

You can also add contact information such as fax or email or choose print to simply print the certificate
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7. Your new certificate will then appear in your list of Holders, where you can click ACTIONS in order to View, Download and Email the new certificate

Click view to see the Certificate
Click Download to save a copy to your desktop
Click Email to email it from our system
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About Blog Author

Author

Alex Dopazo

In 1998, Alex Dopazo, joined his father at the agency and fell in love with insurance. It sounds corny, yes, but we love insurance and how it can help our customers. Together we share that love with all of our customers who eventually become friends.

I Would Be Happy To Answer Your Questions

I acknowledge and understand that insurance coverage cannot be bound or changed via submission of any online form/application provided on this site or otherwise. No binder, insurance policy, change, addition, and/or deletion to insurance coverage goes into effect unless and until confirmed in writing directly by a licensed agent.