CR-Certify

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CR-Certify

CR-Certify Introduction

Other Resources

Login And Users
Requesting Assistance
Compliance
Emails
Reports
WrapSheet

CR-Certify Basics

2 Articles

The Hierarchy
Universal Search Bar

Admin Area

5 Articles

Company File
Insurer File
Broker File
Adding or Changing a Company Name
How to Combine Duplicate Companies and Company Files

Clients

2 Articles

Create a New Client
Closing Out a Client

Projects

2 Articles

Create a New Project
Closing Out a Project

Contract

2 Articles

Create a New Contract
Closing Out a Contract

Documents

1 Article

Compressing Documents