This service recognizes that the agency generation of certificates of insurance (COI) is time consuming, disruptive and a costly agency practice. It is believed that it costs an agency between $9 and $25 to produce a single certificate. Good business practices recognizing the above conditions would demand that you charge your client for each certificate. However, because it is considered a normal and customary agency practice to provide certificates you cannot charge your client to produce a certificate. It would be considered a fee.
Our Certificate On-line Service is another member benefit that gets you out of the business of providing certificates of insurance.
In addition to offering you premium finance contracts, your membership enables you to provide your customers a Certificate for a fee payable by credit card that they generate. Now your client can prepare their own certificates on-line at any time.
The process requires you to access the on-line feature through our website to establish certificate templates for each customer to whom you have granted authority to issue their own certificates. After this data entry with an email address and a password that you determine your customer can create and issue certificates. The service stores these certificates so that you have access to them.
You have the option of paying $3 for each certificate or you can elect to have your client pay for each certificate they request. Most agencies who use our service have elected to pass the cost on to their client.
To access this feature you need to become a member and send us a copy of your certificate "authorized signature." We will imbed this signature into every template you create for your customers.
To better serve your clients don't wait - BECOME A MEMBER today!
Apply for Your Annual Membership
$100 to join and $50 annual renewal