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Insurance agencies: the Certificate Desk

Can AI issue the certificates and chase the renewals?

Usually, yes. A request comes in and the desk drafts the certificate from the policies on file. Your account manager issues it.

Request a free review See the whole job
Certificate DeskSample firm, sample job
What came in
  • EmailCOI request: the GC needs us as additional insured
  • AttachmentContract excerpt, insurance clause.pdf
  • Agency systemYour agency management system
  • SpreadsheetCertificate holders.xlsx
Nobody retyped any of it.
What the desk did 0:00
  • Read the request and the contract clause0:16
  • Found the client's policies in your system0:11
  • Checked the clause against the coverage0:24
  • Matched the wording to your approved endorsements0:19
  • Drafted the certificate on ACORD 250:37
  • Logged the holder for renewal reminders0:06
Staff hours: 0
What came back to you
Certificate: additional insured
Coverage matched to the policies on file
Wording from your approved list
Holder logged for renewal
Waiting on the account managerIssue
This month, sample firm
240certificates drafted
40staff hours back
$1,234of payroll not spent
Sample agency: 240 certificate requests a month at 10 minutes each, at the BLS median admin wage loaded for benefits. Your numbers go in on the call.

One request, start to finish.

  1. Reads the request and the contract clause.

  2. Finds the client's policies in your system.

  3. Checks the clause against the coverage.

  4. Drafts the certificate in your approved wording.

  5. Logs the holder. Your account manager issues it.

Where it stops.

These stay with a person, every time.

Issuing the certificate.
Coverage that doesn't match. It flags it, never bends it.
Binding, quoting and the client.

You win, we win.

Our monthly fee is about a quarter of what the work costs you now, set in your own numbers at the review. You keep the rest.

The next office hire

  • Every year they stay
  • Weeks to learn your carriers
  • Out sick at renewal season
$47,540a year, before benefits

The Certificate Desk

  • You keep the other three quarters
  • There's a minimum; the review tells you if your work clears it
  • Not running the agreed jobs by day 90? Cancel and keep what was built
About 25%of what the work costs you now

Wage: US median for secretaries and administrative assistants, Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025.

Start with a free review.

60 to 90 minutes, in your office or on a screen share.

  1. Show us how a request comes in.

  2. Get a proposal in your numbers.

  3. Decide. It's good for 14 days.

Proof, the honest version

The certificate above is a sample. Client names and hours go here when owners say yes.

Your data

  1. Yours, exportable any day.

    No fee, no notice.

  2. Your rules are a document you keep.

    Readable without us.

  3. Never used to train anything.

    Your files run your desk only.