See it work before you share anything.
A 30-minute session on made-up requests. The emails, customers and policies are invented for the demonstration, so none of your customers' information is needed, now or later in the session.
Book a walkthroughA day of requests, start to finish.
A shared inbox, mixed
Sample emails arrive: certificate requests, an ID card, an endorsement, a cancellation, and a personal email that should never be kept. You see what is read, what becomes a task and what is dropped.
Each request is understood and routed
The request type is recognized, the customer and policy are matched, and the task goes to the person with the least pending work. The due time starts.
A certificate, with every value sourced
The document is drafted from the sample policy record, each value shows where it came from, and a check stops it when something does not line up.
A second person approves
The preparer cannot approve their own work. You see the approver’s queue, and what happens when a request is sent back.
Late work is visible
Waiting, Overdue and Escalated, with the clock paused while a task waits on someone outside the agency.
What the owner sees afterwards
The dashboard, who carried what, and the Excel export. Every step in the record, with who and when.
Pick a time that suits you.
Thirty minutes on Google Meet. Our calendar opens in a new tab and shows times in your own time zone, across US and European working hours.
- No customer information needed
- A calendar invite and Meet link arrive by email
- This page stays open while you book
- Rather write first? Use the contact form
Opens our Calendly calendar in a new tab. This page stays open, so you can come back to it at any time.
What we use, and what we never ask for.
How we protect the data you do share once you start is on our trust center and security page.
Before you book.
Do you need access to our systems or mailbox?+
No. The session runs in our own demonstration workspace. Nothing is connected to your mailbox, your agency management system or your carriers.
Is any of the data real?+
No. Customers, policies, certificate holders and emails are invented for the demonstration, with example addresses and generated policy numbers. Nothing in it belongs to a real person or a real carrier.
Why can we not try it free on our own data first?+
Because that would mean sharing your customers’ information before you have decided to trust us. We would rather show you everything on sample data, then start properly: your agency inboxes, customer email switched off until you say so, billed monthly.
Who should join?+
Whoever owns the service desk, and whoever approves certificates and endorsements. Bring your list of request types if you have one; we will show how they become settings.
What does it cost to go ahead afterwards?+
Software-only plans start at $299 per month, plans that combine the software with our back-office team start at $1,449 per month, and our team on its own starts at $1,099 per month for up to 20 hours a week. Final pricing depends on your volume, workflows, integrations and level of support; we confirm it in a tailored proposal after the walkthrough.