How do I add a certificate holder?

You can add a certificate holder from Waypoint at any time. Certificates are automatically generated and kept up-to-date based on accurate policy information from Navigator. You can print, send, and add holders to a certificate from Waypoint the moment your policy is bound. 

Keep in mind that if the holder needs a certificate with special wording that is not applied to your policy via a policy endorsement already, you'll need to contact us.

Step 1: Login to Waypoint.
Step 2: Click "Certificates" from the main menu.
Step 3: Click on the active certificate you'd like to add a holder for.
Step 4: Click "New holder", then search through our pre-populated list of over 60,000 companies.
Step 5: Click the arrow to add this holder.

Hint: If the holder you are looking for is not listed, click "Send to a new holder" to add a new holder. This holder will be saved in your certificate's holder list.