Momentous is committed to providing cutting-edge technology solutions for our clients. Because insurance information can be extremely sensitive, we take every precaution to keep our client's materials confidential and secure at all times.

Document Imaging Solutions for Business Managers Certificate Management Software

As an exclusive service of Momentous Insurance Brokerage, Inc., you will have access to our certificate management software. This allows for an easy process of uploading, tagging and managing your insurance certificates.

Secure Administration
  • Self-service and full-service options are available.
  • Information is highly secure. The system uses military-grade AES 256-bit encrypting on all certificate data.
  • You can administer users, named insureds and certificate holders.
Certificate Dashboard
  • Customizable emails can be utilized to communicate coverage issues.
  • The program includes an archiving feature for old or unused certificates.
  • Reporting features are available, with spreadsheet and PDF options.
  • All certificates can be searched by┬ánumerous categories
  • Coverage details can be viewed, and the system will automatically mark the status of a certificate as “current” or “expired.”
Fact Checking
  • The Fact Checking feature allows users to double-check coverage requirements – helping your company stay compliant.
  • Carrier ratings can be easily accessed through the AM Best portal during the fact checking process.
Certificate Upload
  • Certificates can be uploaded and data tagged to expand searchability, regardless of file format.
  • Tagged information is saved to decrease manual typing time of the future uploads.
  • The program is designed to easily guide you step-by-step through the certificate upload and tagging process.