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• We work collaboratively with clients to implement a fully electronic process for gathering insurance documentation—eliminating the need for U.S. Postal Mail or hard copy submissions.
  
  
• All insurance documents—including certificates, endorsements, and contracts are uploaded to a secure database within 24 hours of receipt.
  
  
• Our database is programmed with each client's specific insurance requirements, along with customized fields to support their unique needs.
  
  
• We capture and store broker and insured email addresses to streamline future communication and document requests.
  
  
• We verify that certificates display the correct certificate holder names in compliance with all legal and contractual requirements.
  
  
• Our system is programmed to send automated notifications at agreed-upon intervals, ​such as 30 days prior to expiration, on the expiration date, and 30 days after.
  
  
• We provide clients with 24/7 access to a secure, web-based database.
  
  
• We promptly escalate any non-compliance issues or insurance cancellations to our clients.
  
  
• We generate and distribute monthly reports detailing statistics and compliance status.
  
  
• We archive all expired insurance documents in accordance with best practices, recommending retention of certificates of insurance for a minimum of six years post-expiration. ​

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