www.globalrms.com
Open in
urlscan Pro
108.178.44.10
Public Scan
Submitted URL: https://u6374743.ct.sendgrid.net/ls/click?upn=MDh0eTAv13De4i4suMgorCAzfK8Z9Xcfx9RgwfY46eXf-2BfMVd8ZwWSGWFmzy2p-2FjQDn5_4IXrvVydqZ...
Effective URL: https://www.globalrms.com/agents
Submission: On July 12 via api from US — Scanned from DE
Effective URL: https://www.globalrms.com/agents
Submission: On July 12 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
POST /content/sitePageView.aspx?sitePageID=937
<form method="post" action="/content/sitePageView.aspx?sitePageID=937" id="htmlForm">
<div class="aspNetHidden">
</div>
<!-- Header -->
<div id="fixed-header-container">
<header>
<div class="nav-top primary-bg">
<div class="container">
<div class="row">
<!--blockquote> </blockquote -->
<div class="col-sm-6">
<!--
<div class="nav-top-social">
<ul>
<li><a href="#"><i class="fa fa-linkedin"></i></a></li>
<li><a href="#"><i class="fa fa-twitter"></i></a></li>
</ul>
</div>
-->
</div>
<div class="col-sm-6">
<div class="nav-top-access">
<ul>
<li class="hideme"><a href="/contact_us"><img src="/includes/layout2/images/mail1.png" alt="Email Us"></a></li>
<li class="hideme"><i class="fa fa-phone"></i> <a href="tel:19497598500">+1 (949) 759 8500</a></li>
<li id="showmenu"><a href="#" class="home-login-link"><i class="fa fa-user" aria-hidden="true"></i><strong style="font-weight:bolder;">LOGIN</strong></a>
<div id="menu-holder">
<div id="login-menu">
<img src="/includes/layout2/images/loginPopup/login-1-2020.png" alt="login">
<a href="https://veritas.globalrms.com/supplier/login.aspx"><img src="/includes/layout2/images/loginPopup/login-2-2020.png" alt="supplier login"></a>
<a href="https://veritas.globalrms.com/client/login.aspx"><img src="/includes/layout2/images/loginPopup/login-3-2020.png" alt="client login"></a>
<a href="https://grms.zendesk.com/hc/en-us/" target="_blank"><img src="/includes/layout2/images/loginPopup/login-4-2020.png" alt="zendesk"></a>
<a href="https://my.certificial.com/sign-up-agent/new/grms" target="_blank"><img src="/includes/layout2/images/loginPopup/login-5-2020.png" alt="agent login">
</a><a href="https://veritas.globalrms.com/adminLogin.aspx"><img src="/includes/layout2/images/loginPopup/login-6-2020.png" alt="admin login"></a>
</div>
</div>
</li>
</ul>
</div>
</div>
</div>
</div>
</div>
<nav class="navbar navbar-flexo">
<div class="container">
<div class="navbar-header">
<button type="button" class="navbar-toggle collapsed" data-toggle="collapse" data-target="#bs-example-navbar-collapse-1" aria-expanded="false">
<span class="sr-only">Toggle navigation</span>
<span class="icon-bar"></span>
<span class="icon-bar"></span>
<span class="icon-bar"></span>
</button>
<a class="navbar-brand" href="/">
<img src="/includes/layout2/images/grms-logo.jpg" class="img-responsive" alt="GRMS">
</a>
</div>
<div class="collapse navbar-collapse" id="bs-example-navbar-collapse-1">
<ul class="nav navbar-nav navbar-right">
<li id="lstTopNav_liTopNavItem_0">
<a href="/clients">Clients</a>
<ul class="dropdown-menu">
</ul>
</li>
<li id="lstTopNav_liTopNavItem_1">
<a href="/suppliers">Suppliers</a>
<ul class="dropdown-menu">
</ul>
</li>
<li id="lstTopNav_liTopNavItem_2">
<a href="/services">Services</a>
<ul class="dropdown-menu">
</ul>
</li>
<li id="lstTopNav_liTopNavItem_3" class="dropdown">
<a href="#">Industries</a>
<ul class="dropdown-menu">
<li>
<a href="/facility_screening">Facility Management </a>
</li>
<li>
<a href="/retail_screening">Retail</a>
</li>
<li>
<a href="/manufacturing_screening">Manufacturing</a>
</li>
<li>
<a href="/subcontractor_screening">Construction</a>
</li>
<li>
<a href="/healthcare_screening">Healthcare</a>
</li>
</ul>
</li>
<li id="lstTopNav_liTopNavItem_4" class="dropdown">
<a href="#">Company</a>
<ul class="dropdown-menu">
<li>
<a href="/about.html">About Us</a>
</li>
<li>
<a href="/difference">GRMS Difference</a>
</li>
<li>
<a href="/partner_program">Partner Program</a>
</li>
<li>
<a href="/dataprocessing">Data Processing</a>
</li>
</ul>
</li>
<li id="lstTopNav_liTopNavItem_5">
<a href="/Contact_Us">Contact Us</a>
<ul class="dropdown-menu">
</ul>
</li>
</ul>
</div>
</div>
<div class="header-search">
<div class="container">
<h3 class="search-title">Just type and press enter</h3>
<div id="searchForm" class="searchform">
<div class="form-group">
<input type="search" name="searchinput" placeholder="Search..." class="form-control">
</div>
</div>
</div>
</div>
</nav>
</header>
</div>
<!-- Header End -->
<div class="spv-content-box" base-font-size="0">
<style type="text/css">
h6 {
font-weight: 700 !important;
}
ul.mylist {
padding-left: 20px !important;
}
</style>
<!-- Content Section -->
<div class="section-padding-40" style="margin-top: 140px;">
<div class="container">
<div class="row">
<div class="col-md-6 col-md-offset-3">
<div class="section-heading text-center">
<h3 class="title">Insurance Agent Onboarding</h3>
</div>
</div>
</div>
<div class="row">
<div class="col-md-10 col-md-offset-1">
<div style="padding: 20px; background: rgb(245, 245, 145);">
<h6>Policy Request ID:</h6>
<p>If you need to self-assign an open digital insurance verification (DIV) request for your client, you will need to enter the Policy Request ID into the Certificial Platform. If you don’t have the number, please ask your client to
provide the number to you. The number can be found by your client logging into their Veritas Supplier Portal, selecting the risk assessment, and expanding the DIV section.</p>
<img style="width: 100%;" src="/uploads/images/original/581.png" alt="DIV screenshot">
</div>
<br>
<p class="subtext">GRMS has partnered with Certificial to enable dynamic data sharing between GRMS Clients and their Suppliers. Using this technology, Agents and Brokers can now share insurance policy data and provide dynamic updates
directly from their Agency Management System (AMS) or by accessing the Certificial platform. This eliminates the need to request Certificate of Insurances (COI) and provides an increase in efficiency and compliance to all stakeholders.
</p>
<p class="subtext">If the supplier’s insurance agent is a member of our network, GRMS' clients will have real-time verification of the Supplier's insurance coverage and compliance. </p>
<p class="subtext">The GRMS Veritas platform will immediately alert our clients to any problems, including cancellations or reductions in coverage.</p>
<p class="subtext"><strong>Please note that effective October 1, 2020, GRMS will no longer accept Certificates of Insurance (COI) from our suppliers as evidence of insurance in U.S. and Canada. All agents will need to verify insurance
coverages and limits via our platform.</strong></p>
<p class="subtext"><strong>Joining the platform is quick and easy and is FREE!</strong></p>
<ul class="mylist">
<li>Register using the below link</li>
<li>Verify your Client's policy details</li>
<li>Respond to pending request for insurance</li>
</ul>
<p class="subtext"><strong>Benefits of Joining</strong></p>
<ul class="mylist">
<li>No need to produce COIs thus saving significant time and effort</li>
<li>No need to resend COIs at renewal</li>
<li>Automate compliance updates and notifications such as Cancellations</li>
</ul>
<p></p>
<p class="subtext">Please click here to begin <span><a href="https://my.certificial.com/sign-up-agent/new/grms">Agent Registration</a></span></p>
</div>
</div>
</div>
</div>
<div class="container">
<div class="row">
<div class="col-md-6 col-md-offset-3">
<div class="section-heading text-center">
<h3 class="title">
<ul class="Confirmation---credentialRecoverList---mSMMa"
style="box-sizing: border-box; margin-top: 0px; margin-bottom: 9px; padding: 0px 0px 0px 20px; color: rgb(36, 36, 36); font-family: graphiketrade, "helvetica neue", helvetica, arial, sans-serif; font-size: 13px; font-weight: 400; letter-spacing: -0.21px;">
<li style="box-sizing: border-box; padding: 0px 0px 10px 10px;">Please make sure certificial<em style="box-sizing: border-box;">.com</em> is added to your safe sender list</li>
</ul>
</h3>
<h3 class="title">Agent Support</h3>
</div>
</div>
</div>
<div class="row">
<div class="col-md-10 col-md-offset-1">
<div class="section-heading text-center" style="margin-bottom: 20px !important;">
<h4>For Agents new to Certificial and looking for help...<br> here is a guide to available resources</h4>
</div>
</div>
</div>
<div class="row">
<div class="col-md-10 col-md-offset-1">
<h6>Guided Assistance</h6>
<p>Most questions and issues can be addressed using the built-in Guided Assistance Tab available on the Certificial platform. This tab will direct Agents to specific step-by-step guided walk-throughs, videos and articles available on the
Knowledge Base.</p>
<p>Once logged in as an Agent, we recommend accessing the below Guided Assistance tutorials:</p>
<ul class="mylist">
<li><a href="https://drive.google.com/file/d/1vJN91hGuak6CrxfRR9BML8yikKWqUMq6/view" target="_blank">Agent Response Tutorial (video)</a></li>
<li>Responding to Request for Insurance</li>
<li>Add New Client Policy</li>
<li>Profile Setup (add your signature or another agent to your agency)</li>
<li>Share Policies and Generate Certificates of Insurance</li>
</ul>
<!-- ***************************************** -->
<h6>Common Certificial Processes</h6>
<p>Please view the short tutorials below that will show the most common agent requirements using the Certificial Platform:</p>
<ul class="mylist">
<li><a href="https://drive.google.com/file/d/1jTfTvwgX4K1cVcyAe_G-geww9tSnmRTY/view" target="_blank">Renewing Policies</a></li>
<li><a href="https://drive.google.com/file/d/1QnBtqPZHMH8URyeE5PnfIp0boYg7KLS3/view" target="_blank">Managing Compliance</a></li>
<li><a href="https://drive.google.com/file/d/17ZwXNuKdn_tHz6EzktGfun2YOvolzr__/view" target="_blank">Uploading Endorsement Documents</a></li>
</ul>
<!-- ***************************************** -->
<h6>Knowledge Base</h6>
<p>Specific issues and inquiries are addressed in detailed articles located in Certificial's Online Knowledge Base. Articles address Agent's questions about features and capabilities of the application as well as descriptions of the
terminology employed.</p>
<p>Many Agents' first contact with Certificial will be receiving a request for insurance. A good starting point is this Knowledge Base article describing the response process:<br>
<a rel="noopener noreferrer" href="https://support.certificial.com/portal/en/kb/articles/responding-to-requests-for-my-client-s-coi-or-policy-verification" target="_blank"><strong>https://support.certificial.com/portal/en/kb/articles/responding-to-requests-for-my-client-s-coi-or-policy-verification</strong></a>
</p>
<p>Use the below link to be directed to a full listing of Agent-specific Knowledge Base articles:<br>
<a rel="noopener noreferrer" href="https://support.certificial.com/portal/en/kb/certificial/agency-broker-specific" target="_blank"><strong>https://support.certificial.com/portal/en/kb/certificial/agency-broker-specific</strong></a>
</p>
<h6>HawkSoft Integration</h6>
<p>If an Agency is using the HawkSoft Agency Management System - they may be interested in integrating with Certificial. They can find out more information at the HawkSoft website here:<br>
<a rel="noopener noreferrer" href="https://blog.hawksoft.com/dynamic-insurance-verification" target="_blank"><strong>https://blog.hawksoft.com/dynamic-insurance-verification</strong></a>
</p>
<p>Agencies using the HawkSoft Agency Management System can register for Certificial integration here:<br>
<strong><a rel="noopener noreferrer" href="https://my.certificial.com/external-ams-signup?amsName=HawkSoft" target="_blank">https://my.certificial.com/external-ams-signup?amsName=HawkSoft</a></strong>
</p>
<h6>Contact Us</h6>
<p>If Agents are still unable to find answers for their questions - Certificial support is available
at <strong><a rel="noopener noreferrer" href="mailto:support@certificial.com" target="_blank">support@certificial.com</a> </strong>or phone <strong><a href="tel:8559673090">855-967-3090</a></strong> (7:00AM - 3:00PM PT).
</p>
<br>
</div>
</div>
</div>
<!-- Info Box End -->
</div>
<!-- CTA -->
<div class="cta cta-simple primary-bg">
<div class="container">
<div class="row">
<div class="col-md-7">
<h5 class="title">Don't miss our future updates.</h5>
</div>
<div class="col-md-5">
<div class="cta-form">
<div class="form-inline flexo-subscription" novalidate="true">
<div class="form-group">
<input type="email" class="form-control tbxMailingListSubscribeEmail" placeholder="Enter your mail here..." name="EMAIL">
</div>
<button type="submit" class="button button-3x btnMailingListSubscribe">Subscribe</button>
<p class="newsletter-success"></p>
<p class="newsletter-error"></p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- CTA End -->
<!-- Footer -->
<footer>
<div class="footer-widget-wrapper section-padding-80-55 bg-light-grey">
<div class="container">
<div class="row">
<!-- left column main -->
<div class="col-md-2 col-sm-6 col-xs-6">
<aside class="widget widget-content">
<div class="widget-logo">
<a href="/">
<img alt="" src="/includes/layout2/images/grms-logo-new.jpg" class="img-responsive">
</a>
</div>
<div class="widget-body">
<div class="social-link">
<ul>
<li><a target="_blank" href="https://www.linkedin.com/company/global-risk-management-solutions"><em class="fa fa-linkedin" style="color: rgb(0, 175, 240); line-height: 30px !important;"></em></a></li>
<!-- li><a target="_blank" href="https://twitter.com/GlobalRMS"><em class="fa fa-twitter" style="color: rgb(0, 175, 240); line-height: 30px !important;"></em></a></li -->
</ul>
</div>
</div>
</aside>
</div>
<!-- end of left column main -->
<!-- right column -->
<div class="col-md-10">
<div class="row">
<div class="col-md-12" style="margin-bottom: 25px;">
<h3 class="color-blue">Proactively Manage Supplier Risk™</h3>
</div>
<div class="col-md-6 col-sm-6 col-xs-6">
<aside class="widget widget-link">
<div class="widget-title">
<h6>Global Headquarters</h6>
</div>
<div class="widget-body">
<p class="footer-add">GRMS<br> 5271 California Ave., Suite 290<br> Irvine, CA 92617<br> United States </p>
</div>
</aside>
</div>
<div class="fix hidden-lg hidden-md"></div>
<div class="col-md-3 col-sm-6 col-xs-6">
<aside class="widget widget-link">
<div class="widget-title">
<h6>Connect</h6>
</div>
<div class="widget-body">
<ul class="widget-list">
<li><a href="/Contact_Us">Contact Us</a></li>
<li><a href="/support">Support</a></li>
<li><a href="/careers">Careers</a></li>
<li><a href="/referrals">Referrals</a></li>
</ul>
</div>
</aside>
</div>
<div class="col-md-3 col-sm-6 col-xs-6">
<aside class="widget widget-link">
<div class="widget-title">
<h6>Company</h6>
</div>
<div class="widget-body">
<div class="widget-body">
<ul class="widget-list">
<li><a href="/about.html">About Us</a></li>
<li><a href="/partner_program">Partner Program</a></li>
<li><a href="/dataprocessing">Data Processing</a></li>
<li><a href="/Locations">Locations</a></li>
</ul>
</div>
</div>
</aside>
</div>
</div>
</div>
<!-- END OF RIGHT COLUMN MAIN -->
</div>
</div>
</div>
<div class="footer-copyright">
<div class="container">
<div class="row">
<div class="col-sm-6">
<div class="copyright">
<p>© <span class="copy-right-year">2022</span> <a href="http://www.globalrms.com/">Global Risk Management Solutions, LLC</a>. All rights reserved.</p>
</div>
</div>
<div class="col-sm-6">
<div class="privacy text-right">
<ul>
<li><a href="/Privacy-Policy-2">Privacy Policy</a></li>
<li><a href="/Terms_of_Use">Terms & Conditions</a></li>
<!--li><a href="/cookies">Cookies</a></li -->
</ul>
</div>
</div>
</div>
</div>
</div>
</footer>
<!-- Footer End -->
<script type="text/javascript">
$(".btnMailingListSubscribe").click(function(e) {
e.preventDefault();
var tbxMailingListSubscribeEmail = $(".tbxMailingListSubscribeEmail");
if (tbxMailingListSubscribeEmail) {
if (tbxMailingListSubscribeEmail.val().length > 6) {
$.get("/ajax/mailingListSubscribe.aspx?email=" + encodeURIComponent(tbxMailingListSubscribeEmail.val()), function(data) {
$.prompt("Thank you for subscribing.");
});
}
}
});
</script>
<script type="text/javascript">
var CURRENT_PAGE_KEY = "937";
</script>
<script type="text/javascript">
var objDate = new Date();
$(".copy-right-year").text(objDate.getFullYear());
$('.countrypicker').countrypicker();
$("#lstHeaderLanguageSelect").change(function() {
var langCode = $(this).val();
console.log('lstHeaderLanguageSelect change() called');
console.log("selected value: " + $(this).val());
var currentURL = location.toString();
currentURL = (currentURL.includes('?') ? "&" : "?") + "language=" + langCode;
var newPageUrl = "";
var ajaxUrl = "/ajax/languagePageUrl.aspx?language=" + langCode + "¤tPageID=" + CURRENT_PAGE_KEY;
$.ajax({
url: ajaxUrl
}).done(function(data) {
newPageUrl = data;
if (newPageUrl.length > 0) {
currentURL = newPageUrl;
location = currentURL;
}
});
});
</script>
<div headertext="The following errors were found:
" showmessagebox="True" showsummary="False" id="ctrlSummary" class="textError" style="display:none;">
</div>
<script type="text/javascript">
<!--
var Page_ValidationSummaries = new Array(document.getElementById("ctrlSummary"));
//
-->
</script>
<div class="aspNetHidden">
<input type="hidden" name="__VIEWSTATEGENERATOR" id="__VIEWSTATEGENERATOR" value="CF3E8CE5">
</div><input type="hidden" name="__VIEWSTATE" id="__VIEWSTATE"
value="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">
</form>Text Content
*
* +1 (949) 759 8500
* LOGIN
Toggle navigation
* Clients
* Suppliers
* Services
* Industries
* Facility Management
* Retail
* Manufacturing
* Construction
* Healthcare
* Company
* About Us
* GRMS Difference
* Partner Program
* Data Processing
* Contact Us
JUST TYPE AND PRESS ENTER
INSURANCE AGENT ONBOARDING
POLICY REQUEST ID:
If you need to self-assign an open digital insurance verification (DIV) request
for your client, you will need to enter the Policy Request ID into the
Certificial Platform. If you don’t have the number, please ask your client to
provide the number to you. The number can be found by your client logging into
their Veritas Supplier Portal, selecting the risk assessment, and expanding the
DIV section.
GRMS has partnered with Certificial to enable dynamic data sharing between GRMS
Clients and their Suppliers. Using this technology, Agents and Brokers can now
share insurance policy data and provide dynamic updates directly from their
Agency Management System (AMS) or by accessing the Certificial platform. This
eliminates the need to request Certificate of Insurances (COI) and provides an
increase in efficiency and compliance to all stakeholders.
If the supplier’s insurance agent is a member of our network, GRMS' clients will
have real-time verification of the Supplier's insurance coverage and compliance.
The GRMS Veritas platform will immediately alert our clients to any problems,
including cancellations or reductions in coverage.
Please note that effective October 1, 2020, GRMS will no longer accept
Certificates of Insurance (COI) from our suppliers as evidence of insurance in
U.S. and Canada. All agents will need to verify insurance coverages and limits
via our platform.
Joining the platform is quick and easy and is FREE!
* Register using the below link
* Verify your Client's policy details
* Respond to pending request for insurance
Benefits of Joining
* No need to produce COIs thus saving significant time and effort
* No need to resend COIs at renewal
* Automate compliance updates and notifications such as Cancellations
Please click here to begin Agent Registration
* PLEASE MAKE SURE CERTIFICIAL.COM IS ADDED TO YOUR SAFE SENDER LIST
AGENT SUPPORT
FOR AGENTS NEW TO CERTIFICIAL AND LOOKING FOR HELP...
HERE IS A GUIDE TO AVAILABLE RESOURCES
GUIDED ASSISTANCE
Most questions and issues can be addressed using the built-in Guided Assistance
Tab available on the Certificial platform. This tab will direct Agents to
specific step-by-step guided walk-throughs, videos and articles available on the
Knowledge Base.
Once logged in as an Agent, we recommend accessing the below Guided Assistance
tutorials:
* Agent Response Tutorial (video)
* Responding to Request for Insurance
* Add New Client Policy
* Profile Setup (add your signature or another agent to your agency)
* Share Policies and Generate Certificates of Insurance
COMMON CERTIFICIAL PROCESSES
Please view the short tutorials below that will show the most common agent
requirements using the Certificial Platform:
* Renewing Policies
* Managing Compliance
* Uploading Endorsement Documents
KNOWLEDGE BASE
Specific issues and inquiries are addressed in detailed articles located in
Certificial's Online Knowledge Base. Articles address Agent's questions about
features and capabilities of the application as well as descriptions of the
terminology employed.
Many Agents' first contact with Certificial will be receiving a request for
insurance. A good starting point is this Knowledge Base article describing the
response process:
https://support.certificial.com/portal/en/kb/articles/responding-to-requests-for-my-client-s-coi-or-policy-verification
Use the below link to be directed to a full listing of Agent-specific Knowledge
Base articles:
https://support.certificial.com/portal/en/kb/certificial/agency-broker-specific
HAWKSOFT INTEGRATION
If an Agency is using the HawkSoft Agency Management System - they may be
interested in integrating with Certificial. They can find out more information
at the HawkSoft website here:
https://blog.hawksoft.com/dynamic-insurance-verification
Agencies using the HawkSoft Agency Management System can register for
Certificial integration here:
https://my.certificial.com/external-ams-signup?amsName=HawkSoft
CONTACT US
If Agents are still unable to find answers for their questions - Certificial
support is available at support@certificial.com or phone 855-967-3090 (7:00AM -
3:00PM PT).
DON'T MISS OUR FUTURE UPDATES.
Subscribe
*
PROACTIVELY MANAGE SUPPLIER RISK™
GLOBAL HEADQUARTERS
GRMS
5271 California Ave., Suite 290
Irvine, CA 92617
United States
CONNECT
* Contact Us
* Support
* Careers
* Referrals
COMPANY
* About Us
* Partner Program
* Data Processing
* Locations
© 2022 Global Risk Management Solutions, LLC. All rights reserved.
* Privacy Policy
* Terms & Conditions
English
* Français
* Português
×
We Value Your Privacy
Settings
NextRoll, Inc. ("NextRoll") and our advertising partners use cookies and similar
technologies on this site and use personal data (e.g., your IP address). If you
consent, the cookies, device identifiers, or other information can be stored or
accessed on your device for the purposes described below. You can click "Allow
All" or "Decline All" or click Settings above to customize your consent.
NextRoll and our advertising partners process personal data to: ● Store and/or
access information on a device; ● Create a personalized content profile; ●
Select personalised content; ● Personalized ads, ad measurement and audience
insights; ● Product development. For some of the purposes above, our advertising
partners: ● Use precise geolocation data. Some of our partners rely on their
legitimate business interests to process personal data. View our advertising
partners if you wish to provide or deny consent for specific partners, review
the purposes each partner believes they have a legitimate interest for, and
object to such processing.
If you select Decline All, you will still be able to view content on this site
and you will still receive advertising, but the advertising will not be tailored
for you. You may change your setting whenever you see the Manage consent
preferences on this site.
Decline All
Allow All
Manage consent preferences