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2015-10-13
IT HAS SOME TREAKY THINGS AND AT SOME POINT IF IT IS NOT PRINTED OR SAVE BEFORE HAND, YOU HAVE TO REPEAT THE WORK ALREADY DONE. IN THIS CASE, HAS BEEN A LITTLE UNPLEASANT SITUATION AND WASTE OF TIME, IT SHOULD HAVE SOME AUTOMATIC SAVING, AS IT OCCURS IN WORD.
2016-07-24
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2019-10-08
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the ease of use and the price, availability of pdf acord forms on line, and ability to revise forms with the pdf fromat
does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
2017-11-20
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2023-06-01
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2020-11-27
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Fast and great service. Program was great but we didn't really have use for it. We forgot to cancel after our trial and was charged. Totally our fault. I contacted them and they handled this immediately. Talk about fast service. 😊 Thanks again.
2020-09-23
I mislead them on my intentions for the service level that I required. Once I brought it to their attention, I answered 3 questions; and the matter was immediately resolved. Outstanding customer service comms. !!!
2020-08-27
Compile Currency Certificate Feature
The Compile Currency Certificate feature simplifies the process of obtaining and managing currency certification. Whether you are a business or an individual, this tool offers a straightforward way to document and verify currency transactions.
Key Features
Generate currency certificates with a few clicks
Select from multiple currency types
Store and manage certificates in a secure database
Automatically update exchange rates
Access certificates from any device
Potential Use Cases and Benefits
Businesses can verify foreign transactions easily
Individuals preparing for travel can manage currency exchange efficiently
Accountants can streamline audits with precise currency records
Tax professionals can produce accurate reports with less effort
Financial institutions can enhance customer service by providing quick currency verification
This feature resolves your currency management challenges by providing an efficient solution. You no longer need to worry about manual calculations or outdated rates. Compile Currency Certificate enables you to record transactions accurately, ensuring reliability and peace of mind in every currency-related matter.
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What is a currency certificate?
A Certificate of Currency is a document confirming that your insurance policy is current and includes details of the sums insured, the policy type as well as the policy expiry date. A Certificate of Currency represents information current at the time and day of your request.
How much does a certificate of currency cost?
When you request a certificate of currency, insurance providers and brokers charge a nominal fee. This fee covers the cost associated with preparing the paperwork. A certificate of currency will cost you approximately $45-$55.
How do I get a certificate of currency?
How can I request it? You can request a certificate of currency over the phone by calling your insurance company. Ask your insurer to note your bank on the policy as the mortgagee. If you are buying a property then make sure that your policy starts before the proposed settlement date.
Is certificate of currency the same as certificate of insurance?
A Certificate of Currency and a Certificate of Insurance are more or less the same thing. One insurer may use one term and another may use the other. A Certificate of Insurance is the document provided by your insurer or insurance broker in order to confirm the details and currency of the insurance policy.
What is a certificate of insurance coverage?
A certificate of insurance is a document used to provide information on specific insurance coverage. The certificate provides verification of the insurance and usually contains information on types and limits of coverage, insurance company, policy number, named insured, and the policies' effective periods.
What is an encasement certificate?
Certificate of Encasement of Foreign Currency is issued to the beneficiaries for the Remittances received from abroad. Moreover, it is advised that there is no restriction from State Bank for issuance of Certificate of Encasement of Foreign Currency against these remittances.
How do you get a certificate of currency?
How can I request it? You can request a certificate of currency over the phone by calling your insurance company. Ask your insurer to note your bank on the policy as the mortgagee. If you are buying a property then make sure that your policy starts before the proposed settlement date.
What does a certificate of currency look like?
What is a Certificate of Currency? A Certificate of Currency is a document confirming that your insurance policy is current and includes details of the sums insured, the policy type as well as the policy expiry date. A Certificate of Currency represents information current at the time and day of your request.
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