If you've processed more than 15 ACORD Forms this month without CertAgent, you've lost money.

 
Q:
Who should use CertAgent?

A:
Any company that must issue Certificates of Insurance can benefit by using this program, and not just for providing customer self-service capabilities, but by using CertAgent as their primary method of issuing certificates. Insurance agencies and brokers, insurance company service center operations, self insured employers, TPA's, Professional Employer Organizations, or large employers with multiple locations or international operations can use this program. Because CertAgent is self-serve and 24 x 7, it eliminates the problems normally associated with time zone differentials such as overseas mailings, phone tag, and inferior quality fax transmissions. It also permits centralized control of the certificate process yet de-centralizes the actual input function, and permits issuance of certificates from anywhere in the world.

 

That single feature that you describe, generates about $12,000 in payroll expenses for a smaller agency, like mine. We only have 500 accounts on our agency. As you get to slightly larger agencies you will have whole employees dedicated to this task. If I can eliminate that salary expense from my agency by having the insured input the necessary information instead of me, and his information updates my files. It becomes a win-win two ways. One I save my salary expense. Two, my client now gets instant service, 24/7 that he can't get elsewhere that helps retention.


- Elliot Katzovitz, E.K. Insurance

CertAgent & AgencySystems: Integration like no other

CertAgent creates, stores and issues ACORD Certificates of Insurance (25), Evidence of Personal Property (27), addendum's and attachments on-line.

CertAgent is a 24x7 service for the Independent Agency that is available securely anywhere in the world via the web.

CertAgent requires almost no setup. No technical knowledge is required beyond your administrative password. CertAgent also integrates into your business with custom themes and logos; providing your customers with a consistent and cohesive experience.

If your customers require certificates on a 24x7 basis, your agency must have CertAgent. Not only will it save you money, the service your clients receive will be unsurpassed, and that relates to more business.

Not only will you have happy customers, your support staff previously bogged down with certificate handling can be redirected toward more profitable activities like cross selling.