Certificates
Coverage is verified before a certificate issues. Standard certificates go out the same day. Unusual wording waits for a person.
Take every mid-term request from the inbox to the confirmed change.
Endorsements, certificates, cancellations, claim notices and audits are worked as they arrive, in the systems your team already uses. Each one stays open until the carrier and the AMS confirm the result.
One request updates every record it touches.
The client asks in plain words. The carrier request goes out, the issued endorsement is checked against it, and the AMS and the open renewal are updated to match. The client is told when it is done. Only a coverage question waits for a person.
01Phoenix HQ$4,200,000
02Tempe plant$2,900,000
03Dallas office$1,150,0001 Oct
Policy PR-44711 Mar
Endorsement, Dallas office1 Oct
Renewal application1 Mar
Locations3 sites
Employees140
Ashford ProvisionsDallas office1 Oct
Ashford Provisions / Dallas lease.pdf
To Dana WhitfieldCertificate, Dallas office
Dana Whitfield(Ashford Co.)Tue 9:14Can you send the certificate to our Dallas office?
Dana WhitfieldWed 6:52 PMbtw we’re at about 140 people now, in case that matters
Dana WhitfieldThu 11:200:38
“…moving into the Dallas space on the first…”
#ashford-provisions2:41 PMRO
R. Okafor Dallas landlord wants to be additional insured.
Dallas lease.pdf
M. AlvarezFri 8:05Dana confirmed the Dallas move is Oct 1, not the 15th.
Mon 7:30Premium audit: payroll worksheet due 30 Sep.
Dana Whitfield(Ashford Co.)Tue 9:14Can you send the certificate to our Dallas office?
Dana WhitfieldWed 6:52 PMbtw we’re at about 140 people now, in case that matters
#ashford-provisions2:41 PMRO
R. Okafor Dallas landlord wants to be additional insured.
Dallas lease.pdf01Phoenix HQ$4,200,000
02Tempe plant$2,900,000
03Dallas office$1,150,0001 Oct
Policy PR-44711 Mar
Endorsement, Dallas office1 Oct
Renewal application1 Mar
Locations3 sites
Employees140
Certificates, notices and audits, worked the same way.
Each follows its own path and stays open until the outside world confirms it.
Cancellations and claim notices
A carrier notice starts its clock the day it arrives. Client contact and carrier work proceed. The coverage decision stays with the broker.
Premium audits
Payroll and class evidence are collected and reconciled with the policy. The returned bill is checked against that evidence before it is accepted.
Grow the commercial book without growing the servicing team with it.
Five operating measures, read from brokerage-owned records.
Mid-term transactions completed per servicing employee
Book revenue supported per servicing employee
Servicing touches per transaction
Time from request to confirmed change
Late or reopened work
Contact us.
Tell us about your brokerage and the systems it runs on, and we will come back to you.
Talk to us