The Endorsement Agent gathers every detail of a mid-term change, files it with the carrier and confirms it in writing, so no change slips through.
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The Certificate of Insurance Issuance Agent checks coverage, adds the right additional insured and delivers each COI, so your CSR can serve policyholders.
The Certificate of Insurance Issuance Agent takes COI requests, checks limits and additional insured wording against the contract, and sends the COI.
The Risk Assessment Data Gathering Agent builds a checklist by risk type, chases loss runs and schedules, and assembles a package for underwriters.
The Risk Assessment Data Gathering Agent builds the checklist, chases loss runs and schedules, and builds the package, so producers stay with the insured.