Straight advice for service teams.
Practical guides for the people who run an agency's service desk, useful whether or not you ever use Shlix. Each has a real-world scenario, a checklist you can download, the common mistakes and what they cost. No statistics we cannot source.
- Guide · 6 min readA certificate checklist for service teams
The checks a careful service desk makes before sending a certificate of insurance (COI), why each one matters, and the E&O cost of skipping it.
Read the guide → - Guide · 5 min readHow to automate certificate of insurance requests
A practical plan to automate certificate of insurance (COI) requests at an agency: what to automate, what stays human, and how to start safely.
Read the guide → - Guide · 6 min readCOI tracking for insurance agencies: keeping certificates current
How an agency tracks the certificates of insurance (COIs) it issues: holder lists, renewal reissues, expiring coverage and the E&O record.
Read the guide → - Guide · 6 min readACORD 25 certificate: the common errors and how to avoid them
The errors service desks make most often on the ACORD 25 certificate of liability insurance, field by field, with the E&O risk each one creates.
Read the guide → - Guide · 6 min readEndorsement requests: what to ask before you touch the policy
The questions an insurance agency service desk should answer before an endorsement goes to a carrier, so the policy change is done once and done right.
Read the guide → - Guide · 5 min readHow AI handles insurance endorsements safely
Where AI helps with insurance endorsement requests, where it must not decide, and the controls an agency should insist on before using it.
Read the guide → - Guide · 6 min readAuto ID card requests: a same-day routine
Auto ID card requests are small, frequent and urgent. A simple routine keeps them from crowding out the rest of an insurance agency's service desk.
Read the guide → - Guide · 6 min readAutomation or doing it by hand: what actually changes
A fair comparison for agency service managers: what the desk does by hand today, what back-office automation takes over, and what stays with your people.
Read the guide → - Guide · 6 min readYour AMS and back-office automation: what each one does
The agency management system (AMS) holds the record. Back-office automation does the work around it. How they fit, and what to ask any vendor.
Read the guide → - Guide · 6 min readInsurance agency service desk KPIs: what to measure and how
The service desk KPIs an insurance agency should track, how to calculate each one, and what they tell you before customers start to complain.
Read the guide → - Guide · 6 min readOffshore insurance back-office vs automation: a cost comparison
How to compare the cost of an offshore insurance back-office team with automation, line by line, using your own volume. With a worked example.
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