No portals. No logins. No “please create an account to upload your certificate.” Most platforms make subs sign up for something, and let’s be honest — nobody wants to deal with paperwork in the first place. The more hoops you make a sub jump through, the less likely you are to get the certificate back. My system meets subs where they already are: their inbox.

The software pulls every detail off the document — coverage types, policy limits, effective and expiration dates, carrier names, additional insured language, and more. All structured automatically into your database. Significantly less manual data entry for your team, so they can spend their time actually building things instead of typing certificate info into spreadsheets.

When something’s missing or expired on the documentation, the system flags it, follows up with the sub directly, and only escalates to you when your input is needed. I handle the administrative grunt work — the documentation decisions stay with you, where they belong. It’s your company, your risk, your call. I’m here to support those decisions, not make them.

New certificates, renewals, cancellations, agent replies, out-of-office messages — the system sorts and routes each one so nothing gets lost in an inbox.

Multiple touchpoints before a certificate’s expiration date, all on a smart schedule. Your team doesn’t lift a finger.

See at a glance which subs have current certificates on file and which are approaching expiration.