Guidelines states 'Distribute as requested'. Holder email is provided. We can issue as Mail to holder for midterm and renewal.

All Named Insured/s included on an attachment/schedule has to be cross checked with EPIC Contacts to see if they are entered properly before issuing the certificate.

Notice of Cancellation is not being requested. Guideines states 'Do not show NOC unless specifically requested'. Will attach NOC endorsement.

We should use the client requester's signature to determine the named insured and address to use on a COI if the NI exceptions tab in guidelines is left blank.

We should use Account Details as our guide for which Named Insured entity to evidence if there is not a Main Business Contact designated in EPIC Contacts and Named Insured Exceptions is blank.

'Approval for Wording (AI/WOS/PNC/LP/MRTG/USL&H)' - This template should be sent if we receive a revision request asking for specific AI wording which is different from the AI wording written on the Supp Screen of the policy.

'Mail' is the default distribution method if the holder distribution instruction on the guidelines is blank and there is no holder email address provided on the request.

A certificate with missing zip code on the address should have 'No Distribution' on the client distribution method.

General Liability Additional Insured endorsement is showing expired policy number. No need to confirm as the naming convention in Epic attachments is correct.