Overcome Inefficiency in Transmitting Certificates of Insurance

According to Forbes, the average office worker spends 2 and a half hours a day reading and replying to over 200 email messages. Think about that. Over a quarter of the day, your staff is being bogged down with email, texts and internal messages. Something that seems so harmless and mundane, unfortunately, can bring even the smoothest operating office to a grinding halt.

For example, in the insurance world, even something as simple as transmitting Certificates of Insurance can do this. With requests coming in non-stop, your staff must manually review, respond, and transmit the COIs to the appropriate parties as quickly and efficiently as possible. The challenge is that if you are trying to do this process manually, it is not quick or efficient. You end up having to pay two or three individuals to focus solely on sending out COIs with no time to focus on more productive tasks that generate revenue for your business.

The good news is that there are several solutions out there that can help you not only run your agency’s operations, but more specifically, reduce the amount of time your staff spends on inefficient and repetitive tasks like transmitting Certificates of Insurance. No longer does your staff need to manually produce and transmit COIs when they can have a software system do that for them automatically.

One of the software solutions is Certificate Exchange. Certificate Exchange is a simple software platform specifically focused on the secure transmission of Certificates of Insurance. But what differentiates Certificate Exchange from the other software providers is that our software allows for the transmission of multiple COIs simultaneously. Additionally, Certificate Exchange’s unique and proprietary platform also allows brokers to transmit to multiple locations concurrently in a safe and secure manner. This process removes most of the time intensive manual tasks associated with mass Certificate of Insurance transmissions. It also frees up your staff’s time so that they can focus on tasks that are more directly related to your agency’s growth and success.

Maybe it’s time to start asking yourself some important questions.

• How efficient is your staff?
• How efficient are your processes?
• Are you losing business because your staff is spending too much time on inefficient and repetitive tasks? How is something as simple as COI transmission, negatively impacting your business?

If you find that the answers to these questions aren’t what you thought, maybe it’s time to look into Certificate Exchange. We have been helping brokers better service their customers for over 25 years. To learn more about how Certificate Exchange can help you, sign up for a demo or contact our team directly at 855.650.CERT (2378).