Client service · Live demo
Certificate of insurance requests inbox
Issues standard certificates of insurance from the policy records, usually within the hour, and passes anything that needs a policy change to the account team.
Talk to Carmen at Redbarrow Insurance Group
Redbarrow Insurance Group is made up. Carmen is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Commercial clients need a certificate for every new customer, landlord and contract, often by tomorrow. The service team spends hours a day on routine requests, and the urgent ones wait in the queue.
How it works
- Reads each request to the certificates inbox and matches it to the client and their policies
- Checks the request against the cover the client already has, including blanket additional insured and waiver wording
- Issues the standard certificate to the holder and copies in the client
- Sends requests for higher limits or new endorsements to the account executive
- Keeps a record of every certificate issued and who holds it
What it connects to
- ClientHi, our customer Sunvale Retail Group needs a certificate naming them as additional insured, with a waiver of subrogation, before our delivery contract starts Monday.
- AgentHi Maria, thanks for the notice. Kettlewood Freight's liability and auto policies already include additional insured status and a waiver of subrogation where a written contract requires them, so I've issued the certificate to Sunvale Retail Group and copied you in.
- ClientThanks. They're also asking for a $5 million umbrella, and I think we only have $2 million.
- AgentThat's right, your umbrella limit is $2 million. Raising it is a change only a licensed agent can price and arrange, so I've sent your request to Tom Brandt, who will call you today.
Illustrative conversation. Names, numbers and details are made up.
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Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
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