If you have commercial clients, you know the burden and workload that insurance certificate requests have on your staff. By using our instant certificate solution within CAROL, you can free up several hours per day of your agents’ time and provide instant service to your most valuable clients.
Construction – It’s 10:30 at night, and your construction company client needs an insurance certificate for a big job the next morning. Don’t make them wait on your staff. Let them get the certificates they need, when they need them.
Trucking – Trucking insurance certificates are constantly issued as new customers come online. Let your trucking companies do what they need to do to run their business…but still know what is going on in their business.
Learn how for 99.00/month you can benefit from our unlimited certificate services system. Ask for a free demonstration account.
We don’t have to tell you insurance is a competitive industry. Help your agency stand out, and promote self serve certificates to win more large accounts.
Make sure your agents are being as efficient as possible with their time. Let them spend time doing what helps your agency grow which is bringing in new business.
You have complete control over which clients have access to self serve certificates.
Every certificate that your client creates is saved and stored for future reference. Email notifications are also sent to you and your client.
Once your clients submit the required certificate holder information, they have the option to print the certificate, save it to their computer, or email it to the required party.
Unlike your agency’s office, your certificate service is available 24/7 whenever your clients need.
Don’t worry, your data and your clients’ data is secured with a dedicated server and SSL encryption, the same level of security used by online banking.
Get Started – You can be up and running in 24-72 hours!
Let your commercial clients create their own certificates.