UNLOCK THE POTENTIAL OF STREAMLINED CERTIFICATE MANAGEMENT AND ISSUANCE

Is your agency looking for an end-to-end solution to certificates of insurance that will enable you to elevate customer service while reducing the E&O risk involved in certificate production? 

Our specialized solution empowers you to deliver 2-hour turnarounds for rush requests with high accuracy, as well as gain insight into your certificate operations. Download the brochure to explore certificates of insurance solutions, our full-service certificate of insurance experience—delivering fast turnarounds with greater accuracy, turnkey solutions for improving productivity, and more.

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THE FOUNDATION OF OUR SOLUTION

RAPIDLY DELIVERED, ACCURATE CERTIFICATES

RAPIDLY DELIVERED, ACCURATE CERTIFICATES

We provide your agency with a team of certificate-specific experts capable of handling COI and EOI requests on-demand throughout the day, ensuring you can provide your clients with the fastest possible turnaround.


SERVICE AND PROCESS INSIGHTS

SERVICE AND PROCESS INSIGHTS

Our cloud-based task management and tracking system helps you stay on top of insured and holder requests—from receipt to successful issuance—so you can gain a clear view of your certificate operations.


MINIMIZED E&O RISK

MINIMIZED E&O RISK

With best practice, standardized processing, our certificate of insurance solution is focused on delivering accurate, high-quality outcomes to give you the peace of mind that your agency is well protected against E&O.


MAXIMUM CAPACITY LIFT

MAXIMUM CAPACITY LIFT

By partnering with us, you’ll benefit from an end-to-end solution that empowers your staff with the capacity for higher level work, so they can focus on building client relationships and growing your business.


OPERATIONS OPTIMIZATION

OPERATIONS OPTIMIZATION

Improve process efficiency by having our experts set up standardized, repeatable processes with reduced variance. We’ll manage procedural compliance so you can prioritize outcomes and performance.


PAY-PER-USE MODEL

PAY-PER-USE MODEL

Free yourself from determining staffing requirements by having a dedicated core team plus flexible staff as needed. Pay-per-use based on volumes processed while managing business seasonality for maximum efficiency.



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SOLVING YOUR CHALLENGES

WANT MORE INFORMATION?

Click here to watch our on-demand webinar: Certs, The Hidden Challenges Baked Into the Certs Process. Join Brenda Grow, Senior Solutions Specialist, and see how your operations could be more predictable, more manageable, and more efficient.

WATCH NOW

OPTIMIZE YOUR RESOURCE PRO TEAM'S STRUCTURE & OPERATING MODEL
by thoroughly understanding your volume fluctuation pattern, to be able to manage and achieve your expected service level consistently.

RESOURCE PRO'S BEST PRACTICE PROCESS WORKFLOW & DOMAIN EXPERTISE
ensures operational efficiency and accuracy across different line of business, programs and industry verticals.

98%+ PROCESSING QUALITY LEVEL
ensures new submissions are entered in an accurate and timely manner.

AUTO-DECLINE
submissions that do not meet the pre-defined underwriting criteria based on risk characteristics, agency profile, class of business, etc.

SUBMISSION TRIAGE
further evaluates eligibility based on underwriting appetite such as exposures, loss experience, policy limits, etc.

RENEWAL SUBMISSION
set up renewal risk according to pre-defined underwriting criteria.

ANALYTICS DASHBOARD
leverages data gained from the process of submission review and clearance to help you measure the quality of carrier book of business.

PILLARS OF OUR SOLUTION

Our comprehensive approach to submission clearance allows you to gain the confidence that your underwriting staff are prioritizing best-fit submissions and delivering quotes timely.

2-4 HOUR TURNAROUND

2-4 HOUR TURNAROUND

Reduce turnaround time from days to hours with high compliance guaranteed


CLIENT SERVICE

CLIENT SERVICE

Quick response to the distribution partners and rapid follow-ups on profitable business


TRIAGE

TRIAGE

Auto-decline pre-qualification process


TRANSPARENT METRICS

TRANSPARENT METRICS

Analytics dashboard with actionable insights to enhance efficiency & optimize profitability


AROUND THE CLOCK SUPPORT

AROUND THE CLOCK SUPPORT

China & India Delivery Centers



RESOURCES



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COMPARE YOUR OPTIONS

INTERESTED IN THE EFFICIENCIES OUR CERTIFICATE SOLUTION CAN BRING TO YOUR ORGANIZATION?

Get in contact with one of our experts and discuss how you can get started.

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