Original price was: $1,600.00.$1,400.00Current price is: $1,400.00.
Frequently Asked Questions
The process begins by understanding the task, required documentation, workflow expectations, and the procedures your agency would like our team to follow.
The service workflow can be structured around your existing procedures, documentation requirements, internal instructions, and preferred way of completing each task.
Requirements depend on the service. Relevant policy, billing, client, carrier, application, or supporting documentation may be needed so the requested task can be processed correctly.
A defined workflow helps keep task requirements, documentation, processing steps, and completion standards consistent with the procedures established for your agency.
The working arrangement can be adjusted around different operational needs and processing volumes as your agency's workload changes.
Issue Certificate
Issue Certificate
Reference Material：Policy. Agent Management System
Average Time：15 Mins
The insured or agent will email requests for certificate issuance to us.
Upon receipt, we will locate the insured, extract the certificate holder’s name, address, additional insured wording, waiver of subrogation requirements, and any other specified details from the request.
Next, we will input this information into the agent management system and generate the certificate.
Finally, we will distribute the certificate to both the insured and the certificate holder.
Through our service, insurance agents can expect increased operational efficiency, reduced operational costs, and improved customer satisfaction. By outsourcing certificate issuance to us, agents can focus on their core business activities while entrusting us with the responsibility of creating and delivering accurate certificates in a timely manner.
