Certificate of Insurance Management
Managing requests for Certificates of Insurance (COI) is a critical function of insurance agency operations. For many agencies, the requests pour in all day, every day, and handling them can present a major challenge. Rush requests and heavy renewal months can lead to backlogs and that means customer dissatisfaction.
At Insurance VA Services, we understand the complexities involved in efficient agency operations and the need for coordinated and methodical management of COI requests. Our customized services are crafted to streamline processing and ease the burden on your hard-working team.
As a trusted outsourcing partner, we ensure the accurate and timely delivery of COI’s for your customers.
The Time is now. Outsource to Insurance VA Services!
It’s always a good time to increase your agency’s productivity and efficiency. Partnering with Insurance VA Services to handle all your COI processing needs will help you do that. By utilizing our Virtual Assistants, you will be providing superior service to your customers. Some of the key advantages of working with Insurance VA Services are:
- Quick turnaround time
- Accurate and comprehensive document preparation
- Reliable service
- Procedural customization
- Strict adherence to policy coverages and conditions
- Communication regarding coverage deficiencies
- Metrics to measure productivity
- Reduction in in-house staff workloads
- Significant cost savings
Your agency’s customers rely on you to provide accurate and complete COI’s in a timely fashion. However, this critical function of your agency’s operations is detail oriented and time-consuming. Your in-house staff has many demands on their time and may have difficulty focusing their attention on processing COI’s.
As an experienced outsourcing provider, our team processes thousands of COI’s every month. Insurance VA Services offers the expertise required to effectively and efficiently analyze certificate requests and policy provisions. We understand the potential risks of errors or omissions and are here to help you mitigate your agency’s exposure. We collaborate with you to customize procedures that ensure compliance and meet your customers' needs.
Complete COI Services for Brokers and Agents
Many brokers and agents find that processing COI’s takes up a significant portion of their staff’s workload. At Insurance VA Services, we provide a wide range of services to assist you in reducing or eliminating this work from your staff’s “To Do” list. Our team can:
- Process new certificate requests
- Automatically issue renewal certificates
- Revise certificates after policy changes
- Review third-party certificates for compliance
- Report policy deficiencies
- Alert staff of third-party certificate non-compliance
Choose Insurance VA Services for Your
Certificate of Insurance Needs
We are a preferred COI service outsourcing partner for many reasons:
Efficient COI Processing
Our dedicated team is focused solely on processing tasks, so we’re able to get the work done quickly. That means you can meet deadlines and satisfy your customers’ needs.
Specialized Team
Our Virtual Assistants are expertly trained and have extensive knowledge in COI management. Their skills and experience mean your agency is getting the best service in the industry.
Greater Accuracy
Each COI is meticulously reviewed to minimize mistakes. We ensure that the reviewed COI meets industry standards and your agency’s protocol, thus ensuring the integrity of your insurance documentation.
Effective COI Management
Insurance VA Services helps your agency avoid backlogs by streamlining the certificate issuance processes. This enables your business to stay on track and on time.
Customized Processes
Every business has unique policies and procedures. We collaborate with you and your team and offer tailored solutions to meet your needs. Designing our services to fit your business model ensure maximum efficiency.
Dedicated Resources
we assign Virtual Assistants who are dedicated to serving your agency. Our team gets to know your book of business which leads to a greater understanding of your customer’s COI needs.
Cost-Effective Solutions
Outsource to Insurance VA Services to experience substantial cost savings. By giving your agency the ability to delegate the critical, but time-consuming task of processing COI’s, we give you and your in-house staff the capacity to focus on customer facing activities.