For insurance agencies
Back-office automation
Certificate-of-insurance intake that reads the request, logs it, and drafts the reply for your CSR to approve. Renewal chasing that never forgets a 60-, 30-, or 15-day touch. It runs on your own inbox and your own spreadsheets — your data never leaves your accounts.
- COI intake: reads the request, logs it, drafts the reply for a CSR to approve
- Renewal chasing at 60 / 30 / 15 days — automatically, on schedule
- Runs on your inbox and spreadsheets; nothing leaves your accounts
Fixed pricing
One-time installs plus optional monthly monitoring.