Do requests fall through the cracks?
Every request has an owner and an SLA clock. Breaches show in red before the client has to call back.
Service without the busywork.
A service desk with SLAs, carrier-ready change requests, certificates from structured coverages, and a client portal for the rest.
Month-to-month · Free full data export · From $99 per user
How long does a certificate take?
ACORD 25 fills from the policy's coverages and the holder's requirements. Every issue is logged.
And when a client has a claim?
Capture first notice of loss once and send it to the carrier in the format they expect.
What's in service and certificates
- Service desk with SLAs, queues and assignment
- Email-to-ticket triage by AI
- Endorsement change requests ready for the carrier
- Certificates (ACORD 25 and more) with a holder library
- Claims and first notice of loss
- Client portal for ID cards, certificates, billing and changes
See your agency in Emerald AMS.
Bring a few real clients and this month's renewal list. We'll walk through quoting, renewals and service on your own work, not a script.
Month-to-month · Free full data export · From $99 per user