An agency or brokerage moves a steady stream of standardized forms — and standardized does not mean automated. ACORD forms still get read and rekeyed, certificates still get issued by hand, loss runs still get chased. We take on that structured document work so producers and account managers stay on the client relationship.
Document-heavy workflows we take on
- ACORD form intake — reading submitted ACORD forms and getting the fields into your management system without a manual rekey.
- Submissions to carriers — assembling the submission package and tracking it across markets until you have quotes back.
- Certificates of insurance — issuing COIs against the policy on file and handling the routine holder requests.
- Loss runs and renewals — gathering loss runs ahead of renewal and flagging the accounts that need an underwriter’s attention.
Where a human stays in the loop
Coverage decisions and advice stay with your licensed staff. The forms and follow-ups run on their own; anything that changes an exposure, or a submission a carrier questions, goes to a producer with the file already in hand.