Certificial | Data Quality

Please use the explanations of each error code below in order to resolve data sync issues. If you need further assistance, please email us at support@certificial.com.

Please note: Your data quality dashboard reflects the data in Certificial as of yesterday. If you resolve any data quality issues, they will be removed from the report the following day.

For general HawkSoft integration FAQs, visit our FAQ page.

For Agents

Line of Business Mapping

How Do I Register and Sync Data?

Launch HawkSoft CMS
Click on the Setup Menu (gear icon, top right)
Select "Marketplace"
Scroll down to find the listing for Certificial
Check the box confirming consent to their Terms and Conditions
Click "Share Data"
If you are not yet registered on Certificial, register using the HawkSoft Registration Page * Be sure to add your HawkSoft Agency ID into the "AMS Agency ID" field on the registration form

** If you are already registered on Certificial, please email us at support@certificial.com with the email address registered and your HawkSoft Agency ID

*** Your data will begin syncing with Certificial and may take up to an hour to be completed

Agent Role

Description: Email already exists in Certificial as an Agent

Likely Cause: You have listed your email address as the Clients' email address

Resolution: You may use a single email as the email address for multiple Clients. You may not, however, use a single email for a Certificial "User" account AND a Certificial "Agent" account. To resolve, change the email address for your Clients to an address different from the email address you used to register on Certificial as an Agent.

How Do I Receive My Data Quality Report?

You should receive your data quality report 24-36 hours after you've setup your HawkSoft <> Certificial integration. If you have not yet received your data quality report, please contact support@certificial.com

No Business Profile

Description: Company Name is not defined

Resolution: Edit the Account's profile to include a Company Name

How Do I Resolve Errors On My Data Quality Report?

To understand how to read your data quality report and resolve the errors, please visit this page.

No Email Found

Description: No email is listed for the Client

‍Resolution: Edit the Account's profile to include an email address for the Company

How Do I Export a Client's Cert Holder Address Book?

In order to upload a Cert Holder address book in Certificial, you must first export the information from HawkSoft. To do this, please:

Log into HawkSoft
Select the "Search" icon on the top-left of the screen

Enter the name of the Business or Primary contact and select the "Search" button

Locate the Client and click the "Select" button

Select the "Action" icon

Navigate through the prompt to select "Print/Create" in the 4th step, and then select "Certificate of Liability (025)"

Select/Highlight the COI and then click the "Edit" button

In the left navigation select "Certificate Holder" and then click the "Export" button

Save the .csv file to your computer

To upload the Cert Holder Address book: log into Certificial, click the Guided Assistance meanu on the left and select "Upload Client Address Book" for a step-by-step walkthrough.

No LOB Mapping

Description: No mapping currently available in Certificial for this line of business

‍Resolution: Please send an email to info@certificial.com to request the addition of a line of business. We will do our best to accommodate all requests.

Empty LOB

Description: The policy does not have a line of business specified

Resolution: Add a line of business to the policy

No Valid Coverage" or "No Code Description

Description: At least one limit name associated with the policy is not mapped to Certificial

Resolution: Change the limit name to a pre-defined HawkSoft limit name. To do so, please:
‍

Login and select the "Search" icon in the top navigation
Locate the Client and open their Profile
Select the "Action" icon in the top navigation
Select "Internal"
Select "Change Client/Policy"
Select the Coverage Type in the left navigation, the gear icon next to the limit name that will be changed, and select "Edit Coverage"

Select a pre-defined Limit Name under in the "Coverage" section to rename the limit, and then select "OK"

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Agent, Broker, Carrier

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Data Quality Report Explanation &
Resolution Tips

Sign up for a Demo

Requestor

Agent, Broker, Carrier

Insured

Partner

Data Quality Report Explanation &Resolution Tips

Data Quality Report Explanation &
Resolution Tips