Smarter Week

How to automate it

How to automate “issue certificates of insurance”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
75%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Issue certificates from templates, and let clients issue routine ones themselves

Certificate templates and saved holder lists in your AMS make most certificates a one-minute job, and client self-service portals let clients issue standard certificates any time, with your rules.

Typically saves about 60% of the time2 h to set up
  1. 1Build certificate templates per client with standard wording and saved holders.
  2. 2Turn on client self-service certificates in your portal (for example Applied CSR24 or Vertafore InsurLink) for standard holders.
  3. 3Keep anything with special wording, additional insureds or waivers for staff review.
  4. 4Send certificate requests to one shared inbox or form, not personal email.

Tools: Applied CSR24 · Vertafore InsurLink · Your AMS certificate templates

Quick wins

Have you tried…

Can clients issue their own standard certificates of insurance from a portal?
Client portals like Applied CSR24 or Vertafore InsurLink let clients create standard certificates any time, so staff only handle the special ones.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Insurance Agent / Broker

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Insurance Agents / Brokers