Practical guides to policy checking, renewals, certificate production and submissions, written for the people doing it.
An evaluation framework for broker COI software: batch size, contract-level checking, source quoting, audit trail, data residency and who approves issuance.
How to evaluate certificate of insurance software: batch size, ACORD and CSIO forms, contract-level checking, and who approves issuance. 95 certificates in under 4 minutes.
Where insurance requirements hide in leases, MSAs and tenders, the four places people miss, and how to turn a long agreement into a working checklist.
A working checklist for reviewing a certificate against the contract that defines it: limits, additional insured, waiver, primary and non-contributory, dates.
The certificate errors behind most brokerage E&O claims, why they concentrate in 5% of accounts, and the three controls that reduce the exposure.
How brokerages run certificate work across a whole book: where volume concentrates, what to standardise, and what to measure. 392 certificates, zero incidents.
Five free chats with your own documents. No credit card, no sales call.
