We complete the certificate. You shape the package.
A certificate request comes in. We read the contract and the policy and complete the ACORD 25 from the policy as issued. Then it sits on your workbench with everything that goes with it, and you decide what goes out: drag a form in, drag one out, put the pages in order. It comes back fast and goes out once you OK it.
Next to build. The parts still in build are the ones where a pilot agency has the most say in how they turn out.
The workbenchYours to arrange
Drag a form in. Drag one out.
Most systems hand you one fixed form. The workbench gives you the whole package, arranged the way you work.
| Forms | The ACORD 25, the additional remarks schedule, the evidence of property forms, and a holder's own form where the state allows it. |
|---|---|
| Pages | The additional insured, waiver and primary wording from the policy itself, page by page, so the holder sees the endorsement and not a description of it. |
| Order | Drag the pages into the order the holder wants, and take out anything they did not ask for. |
| Layouts | Save an arrangement for a holder, for an account manager or for the whole agency, and the next request starts from it. |
| Notes | A cover note to the holder, or a note to your client when the contract asks for more than the policy has, drafted for your account manager to send. |
What we completeReady to issue once you OK it
Read from the policy, completed for you.
Everything on the certificate comes from the policy. Everything the policy does not have comes to you.
| The certificate | Insurers, policy numbers, dates and limits, each from the page it sits on. The additional insured and waiver boxes are marked only where the policy carries the endorsement. |
|---|---|
| The wording | A description of operations that matches the endorsements on the policy, never wording the policy does not support. |
| The contract | Its insurance requirements read against the policy. Anything it asks for that the policy does not have comes to you, never onto the certificate. |
| At renewal | Every holder from last term, ready for new certificates on the new policies once you OK them. |
| The file | Every certificate filed with the account, named your way, with the holder kept for next time. |
A certificate is evidence of the policy, not a promise about the contract. We keep it that way.
What stays with youThe issue is yours
You issue it. It carries your name.
Certificates sit close to the licensed side of the job, so the line is drawn in the same place every time.
Your agency is the producer
The signature goes on when you approve it, and nothing reaches the holder or your client before that.
The form stays standard
The ACORD form as published, never reworded or redrawn. The flexibility is in the package around it, not inside the form.
Facts only
We never say whether coverage is enough for a contract. You see what the contract asks for and what the policy has. The judgment is yours.
We stay off your client relationship
Anise never contacts your insured or the holder. Every email is a draft your account manager sends.
Every licensed act stays with your staff.
NextThirty minutes
See it on your own requests.
Bring a certificate request your team has already worked, with the contract, and we will walk through what it would have looked like coming back from us, package and all. Certificates are next to build, so the agencies that pilot them shape how they work.
Anise Labs LLC
patrick@aniseops.com
601.201.2440