Certificates completed the same day, in your systems.
Certificate requests arrive all day and pull account managers away from clients. Send them to us, and we match each request to the policy in force, complete the certificate in your systems under your authority and flag anything the policy does not support. Priced per completed certificate.
What you get
Standard certificates
Holder, limits and description matched to the policy in force. Our standard is the same business day when the request arrives by 3 pm Pacific and the policy supports it.
Contract-driven certificates
Contract exhibits and vendor portal requirements read and matched to endorsements on file, so a certificate never shows wording the policy does not have.
Clear exceptions
When the policy does not support a request, the missing limit or endorsement is named and routed to your staff the same business day.
Endorsement follow up
Where you authorize it, missing endorsements are requested from the insurer the same business day and followed up every two business days until issued.
Holder records
Holders, recurring requests and expiry dates kept clean in your agency management system.
E&O evidence
Every certificate logged with its source request, the policy it relied on, the approver and the time.
How it works
- 01
Scope
Agree the request channels, the clients in scope and the requests that need your approval.
- 02
Connect
We work in your agency management system and shared inbox under written authority.
- 03
Complete
We match and issue certificates, and route every exception to your licensed staff.
- 04
Report
Weekly reporting on volumes, turnaround and exceptions by client.
What to send
- Your typical weekly certificate volume and peak days
- The agency management system and inboxes requests arrive in
- Your approval rules for contract-driven and nonstandard requests
- A sample 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 certificate. The same business day certificate standard and exception rules are written into the agreement.
Talk to salesQuestions, answered
How is certificate servicing priced?
Per completed certificate. There are no seat fees, no minimum headcount and no share of your commission. Contract-driven certificates that need endorsement review may be priced separately, and you see every price in writing before any work starts.
Who is accountable for the certificates?
Your agency remains the producer of record and issues certificates under its authority. We complete the work you assign, follow your approval rules and log every action. Requests that need advice or a coverage change go to your licensed staff.
What happens when the policy does not support a request?
We do not issue it. We name the missing limit or endorsement, attach the holder’s requirement and route it to your staff the same business day. Where you authorize it, we request the endorsement from the insurer and follow up until it is issued.
Will you contact our clients or certificate holders?
Only in the ways you authorize, such as confirming holder details or asking a holder to clarify an unclear request. We never solicit the clients we service for you, and our agreement says so in writing. Every contact is logged in your system.
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 a small group of clients?
Yes. Many agencies start with their highest volume certificate clients, often contractors, and measure turnaround and exceptions on their own book before adding more. The standards and reporting are the same from the first week.
Hand off the certificate queue.
Share your weekly volume and the inboxes requests arrive in. We hold a scoping call within two business days and price the work per completed certificate.