Automating the Distribution of Certificates of Insurance

Distributing Certificates of Insurance has historically been an extremely time-consuming manual process for most insurance brokers. This manual process can be a drain on both agency and broker time and resources. If an agency or insurance broker needs to transmit a large number of certificates of insurance to several organizations in different locations across the country, they needed to assign several employees to complete the task. Unfortunately, having several employees transmitting certificates of insurance, is an extremely inefficient use of agency resources. These employees are being taking away from tasks that could be more beneficial to the agency. Tasks that helped grow and expand the business.

Certificate Exchange understands the challenge of running an insurance brokerage and the need to be as efficient as possible with available resources. That is why Certificate Exchange developed a proprietary software for insurance brokers. This innovative software solution automates the delivery and transmission of Certificates of Insurance. It allows insurance agencies and brokers of all sizes to send multiple certificates of insurance simultaneously to different locations across the country. This automated process delivering and transmitting certificates of insurance frees up the insurance brokerage staff to focus on more meaningful revenue generating tasks.

Additionally, CE’s software gives agencies and brokers the ability to allow their clients to transmit their own certificates safely and securely. By empowering their customers to transmit their own certificates, brokers are providing a unique and valuable service to their clients. Additionally, it frees up the time of their own team so they can be more productive.