Personal Lines · Commercial Lines · Life & Health · Employee Benefits
Renewals caught early. Certificates out same day.Every endorsement drafted, no assistant needed.
Your producers stay on relationships. Your clerks keep the renewals, certificates, and endorsements moving.
Your clerks
They draft. You approve.
The Certificates Clerk
Drafts certificates of insurance for vendors and landlords, ready for the agent to issue.
The Renewals Clerk
Flags every policy 60, 30, and 10 days out, and drafts the renewal outreach.
The Endorsements Clerk
Turns a change request into a drafted endorsement. Never issues one, stays with producer.
The Remarketing Clerk
Assembles loss runs and applications for a rewrite, ready to shop the account.
The Claims Follow-Up Clerk
Chases missing claim documents and drafts status updates. Never touches a coverage decision.
What it knows
Renewal season. Personal and commercial renewals cluster at set times. Reminders go out weeks ahead.
Coverage gaps. A lapsed policy or missed endorsement risks an E&O claim. Every request stays tracked.
The paperwork. ACORD forms, binders, loss runs, and declarations get filed the way carriers expect.
Your limits. Binding, quoting rates, and coverage advice stay with the licensed agent. Clerks never bind.
Your software
What changes
No missed renewals
Every due date is flagged before the notice goes stale.
Certificates same day
Proof of coverage goes out the same day it's requested.
Evenings back
Endorsements and remarketing wait for sign-off, not a scramble.
Fees
See it on your own book.
The free audit shows where your hours go and what to hand off first.
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