Outsourced certificate of insurance services
Manage certificates of insurance with ease and confidence
High volume, high stakes, and often urgent, COIs are a major challenge for agencies. Our experts can transform your process.
Get in touch
Our team will reach out to arrange a brief 15-minute call to learn more about your COI needs.
Certificates of Insurance
Hidden risks and challenges for agencies
Relying on disclaimer language to protect your agency from E&O risk?
Court decisions show that’s not always enough - you need to protect yourself from the real consequences of E&O.
Both time-consuming and vulnerable to errors, certificates of insurance create real risks for your agency.
Our experts can take certificates of insurance off your hands, keeping your clients happy and leaving your account managers free to focus on their true priorities.
Certificates of Insurance
The consequences of errors
1 in 8
agents file an E&O claim annually
$40,000
in average costs for an E&O claim
Difficulty
placing E&O cover due to “incidences that may give rise to a claim”
Created for insurance agencies: Certs Center
Certs Center is an end-to-end solution that standardizes workflows and reduces work for your team. Our pay-per-use model has the flexibility to handle the fluctuating nature of on-demand certificate requests and seasonality of renewals.
Dedicated core team plus flexible staff as needed
Frees you up from having to determine varying staffing requirements.
Adjust to business seasonality for maximum efficiency
Keep it simple with our pay-per-use model based on volumes processed.
Improve overall process efficiency
Experience a standardized, repeatable process with reduced variances.
Maximize your capacity
Partner with us and empower your staff to focus on building client relationships and growing your business.
The impact of outsourcing certificates of insurance
99.9%
average accuracy rate
98%
of certificates issued met turnaround time
1-2 hours
on-demand turnaround time
A real customer story
The client
A large regional broker
The problem
Despite a large dedicated internal service center team, the broker was struggling with high volumes of COI requests. These requests prevented staff from focusing on new business and revenue-generating activities.
How we helped
Our Certs Center team took over management and issuance for most COI requests, leaving the broker’s internal staff free to focus on higher priority work. In addition to standardizing the broker’s certificate workflow, our experts created documentation to train future account servicing staff.
Impact
- Reduced Centralized Service Center staff by 40%
- 1 in 5 internal Service Center staff promoted to roles directly supporting client service and higher-level activities
- Ensured consistent quality of certificates by standardizing and implementing measurable SLAs