One of the most common things business owners request from their insurance agents are certificates of insurance, or proof of insurance. With our platform, customers are able to generate and store an unlimited number of insurance certificates directly from their secure insurance portal.
It shouldn't require human interaction to show proof of insurance. We've automated the process of generating and delivering certificates of insurance and made it available to our customers anytime and online.
There's no need to create new certificates of insurance when your policies change. Our platform automatically populates existing certificates with the latest policies, coverage limits, and carrier information.
Imagine you're trying to close a new client who requests proof of insurance before they'll sign a contract. Simply enter their contact information into the certificate generator and we'll send proof of insurance directly to them.
An up-to-date copy of every certificate of insurance you generate will always be available for you to view or download directly from your secure insurance portal in case you need to retrieve one for any reason.