The Work That Arrives After You Win.
Certificates, BOR letters, loss runs. Drafted from the account, ready to sign.
Nobody Pays You for a Certificate.
Certificates, endorsement requests, loss run authorizations. None of it grows the book, all of it has to be right, and it lands on whoever is free, who is busy. Clients do not wait for busy.
The Admin Behind Every Account
Certificates of Insurance
ACORD 25 built from the policies on the account. Holders, additional insured wording, limits and dates pulled from the documents, not retyped.
BOR Letters
Broker of record appointment letters with the right language, effective dates and insurer requirements, on your letterhead.
Loss Run Requests
Authorization letters to insurers, formatted the way they expect them, ready to send.
Business Income Worksheets
Business income exposure worked out from the financials. Co-insurance, period of restoration and extra expense, calculated in code and shown with the inputs.
Contract Requirements
Pull the insurance requirements out of a lease or a contract and check them against the policy. Missing endorsements and short limits flagged.
Renewal Prep
Expiring against renewal, every material change surfaced before the client sees the invoice.
Ask, Read, Sign
Ask for it
Plain language. Send a certificate to the landlord, they need additional insured.
It reads the account
Policy numbers, limits, effective dates and named insureds pulled from the documents already there.
You get a draft
Formatted to standard, with anything it couldn't source left blank and flagged.
You sign and send
Nothing leaves until you send it.
Drafted, cited, waiting for your signature.
Every figure on a certificate traces back to the policy it came from. Business income is calculated in code, not generated, and the inputs are shown. Anything it can't source is left blank and flagged.
Clear Tonight's Backlog Before You Leave.
Whatever's sitting on your desk unfinished. Point it at that.