Small commercial servicing, completed.
Send us the certificates, endorsements, policy checks and renewal files your team never catches up on. We complete the work in your systems under your authority, return it with sources, and price it per completed job.
What you get
Certificates
Standard and contract-driven certificates matched to the policy in force. Our standard is the same business day when the policy supports the request.
Endorsements
Additional insured, waiver and primary wording requested from the insurer the same business day and followed up every two business days until issued.
Policy checking
Renewal against expiring and binder against quote, with every discrepancy cited and sent for correction. Our standard is two business days.
Renewal prep
Renewal files opened 90 days out, exposures confirmed with the client and submissions ready for your producer.
Live status
Every task shows its owner, status and due time in a shared queue.
E&O evidence
Every action logged with its source, the person who approved it and the time.
How it works
- 01
Scope
Choose the jobs to hand over, set your rules and decide which actions need your approval.
- 02
Connect
We work in your agency management system, shared inbox and carrier access under written authority.
- 03
Complete
We do the work. Your licensed staff approve anything that is advice, binding or sent to an insured where you require it.
- 04
Report
You see turnaround, volumes and exceptions for every job type, every week.
What to send
- The job types you want completed and your typical weekly volumes
- The agency management system and carriers you use most
- Your current turnaround targets and approval rules
- A recent week of requests, with client details removed if you prefer
What you receive and when
A scoping call within two business days of your request, then a written proposal with a price per completed job. Standards for each job type are written into the agreement.
Talk to salesQuestions, answered
How is the service priced?
Per completed job, such as each certificate, endorsement or policy check. There are no seat fees, no minimum headcount and no share of your commission. You see the price before any work starts.
Who is accountable for advice and binding?
Your agency. Your licensed staff remain the producer of record and approve advice, binding and any message you choose to review. We complete the work you assign and log every action for your records.
Will you contact our clients?
Only in the ways you authorize, such as requesting exposure updates for a renewal. We never solicit the clients we service for you, and our agreement says so in writing.
Which systems do you work in?
The systems you already use. We confirm your agency management system, inbox and carrier access during scoping and work inside them, so your records stay complete.
How do you handle our data?
Your data is used only to complete your work. It is never sold, never pooled and never used to train AI models. Access is limited to the people assigned to your account and every action is logged.
Can we start with one job type?
Yes. Most agencies start with the job that backs up most, often contract-driven certificates or policy checking, and add more once the standards are proven on their own book.
Hand off the servicing your team never catches up on.
Name the job types and your weekly volumes. We hold a scoping call within two business days and send a written price per completed job.