Certificate of Insurance Auto-Generator
A done-for-you insurance agency automation built for the Commercial Lines Account Manager, connecting Zapier and Make.com so the work below happens on its own.
What this automation does, step by step
When a commercial client requests a certificate of insurance, a routine ask from vendors and landlords, this automation automatically pulls the current policy data from the agency management system, generates the certificate in the correct standard ACORD format, and emails it directly to whoever requested it.
What used to be a multi-day request sitting in an account manager's inbox turns into a same-day, often same-hour, turnaround.
- AMS360
- Zapier or Make.com
- A certificate-generation tool (Certificates Now or similar)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a commercial lines account manager spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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