Name
Certificate Tracking Configuration
Description
This 45-minute session focuses on configuring certificate tracking in Origami Risk. The first half will feature a guided walkthrough of key configuration components, including risk profiles, insureds, uploading certificates, locations, certificate notification triggers, and how OCR can be used with Origami Risk.
The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of certificate tracking configuration, and practical guidance to improve compliance, visibility, and efficiency in your current processes.
Session Type
Guided Technical Walkthrough
Product
RMIS Suite
User Type
Risk Management & Claims Professional, Healthcare, IT/System Administrator, Broker