Support Pages

Can't find what you're looking for? 

Open a chat

How do I update my program's wordings?
Override premium and fees
Renewal issues when questions have changed
Endorsements
Machine Learning
Admin Guidebook
Test credit card purchases
API basics
Core features
Edit Quote
Payment Problems
Dashboard Stats
How do I make an endorsement?
Portal Tutorial
How do I test purchases with a credit card?
What is an API?
How do APIs work?
What is InsureCert?
How do I edit a quote?
How do I amend the renewal policy
Why can't my payment be accepted?
How do I access the dashboard stats?
No Item Match Your query, Try Something else
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Program

Payment Problems

A few things can cause your payment to be rejected.

  • A message says "Card Declined" comes from the payment processor and not InsureCert generated. Steps to fix is calling the 1-800# on the back of your card to ensure there is credit and the card is not being blocked.
    ‍
  • "Broker account not connected" can occur when the owner of the program has temporarily turned off or is doing maintenance on their account. Open a chat (or leave a message if we're offline) and we'll email you when the account is back online.

Open a chat

More from

Program

How do I update my program's wordings?
You can attach PDFs as wordings to a program and have them made available for anyone via the front-end form builder's top navigation links.
Read
Endorsements
To endorse a policy, open the policy record from the main Quotes & Policy page. Scroll to the bottom of the policy page and find the Endorse Policy button.
Read
Machine Learning
Gone are the days when insurance underwriting was a tedious process of manual checks and calculations. With the advent of machine learning, the entire process has transformed into a streamlined, efficient, and accurate system. In this blog, we will discuss how InsureCert uses machine learning for insurance underwriting.
Read

Get started with a free assessment

At InsureCert, we're raising the bar for professionalism and customer service in the insurance software business. Investing in InsureTech is a big decision and should be treated as such. That's why we strive to make the process as transparent and stress-free as possible. It all comes down to clear communication and building relationships based on trust.