The list of certificate holders and property interests assigned to a certificate can be exported to a Microsoft Excel spreadsheet. The spreadsheet of certificate holders and property interests includes the interest fax number, email address, and all risk properties for the interest.

Export a spreadsheet of certificate holders and property interests

1. Open a certificate of insurance.
2. Select Other -> Print Selected Holders.
3. Choose the desired holders by selecting the individual check boxes, selecting “Check All / Uncheck All”, or by right-clicking and selecting “Check Holders with / without email”.

   

4. Select Export to create the spreadsheet.

   

5. Select Print or Save As within Microsoft Excel.

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