You cover everyone.We'll cover your certs.
We prepare COIs, ACORD forms and renewals for independent agencies, inside AMS360, Applied Epic, HawkSoft and NowCerts. Forward the request. Approve the finished work.
- $0
- Today
- 7 days free
- Up to 25 jobs
- $50
- 50 credits, by the job
Card on file, nothing charged for 7 days. Certificates, ACORDs and carrier submissions, all from your inbox. Cancel online anytime.
The same client details,typed five times.
We do, you review.
What we take off your desk.
- Start your trial
- Policy changesEndorsement requests read and staged for you.
- Loss runsRequested from carriers and filed to the account.
- ID cardsAuto ID cards, sent from the inbox the client asked in.
One certificate. Eight steps by hand, or one.
Today8 by hand
- Sort the inbox
- Read the request
- Look it up
- Find the endorsement
- Build the ACORD 25
- Check it
- Send it
- Log it
With Salience1 by hand
- Sort the inbox
- Read the request
- Look it up
- Find the endorsement
- Build the ACORD 25
- You approve
- Send it
- Log it
Off their desk
- Sorting the inbox
- AMS lookups
- Typing ACORD 25s
- Chasing endorsements
- Re-checking outsourced work
- Logging activity
Back to what only people do
- On the phone with clients
- In the meeting
- Understanding the risk
- Renewal conversations
- New business
What a week on the trial gets done.
Forward it from your inbox. Reply in the same thread to change it. It all comes back to your inbox for your OK.
7 days or 25 jobs free, with a card on file. After that, $50 buys 50 credits, and a credit is a dollar.
Start your 7-day trialRecorded 26 October 2026 on an agency’s training client. The agency and people are stand-ins.
All of it is one job.
A credit is a dollar. Changes by reply are free. You pay when it is finished.
Step by step, as it happened.
27 minutes from the request to the holder. A person wrote three short replies.
- 7:04 PMYou: Forward it.
- 7:21 PMYou: Reply: the holder moved.
- 7:30 PMYou: Looks good.
Recorded 26 October 2026 on an agency’s training client. The agency and people are stand-ins.
Fits how your team already works.
It catches the words a person can miss.
Read from the email and its attachments. Checked against the policy.
The request
Please send a certificate naming Harborview Property Partners LLC as additional insured on the general liability and auto, with a waiver of subrogation on workers’ comp. Coverage must be primary and non-contributory.
+ Insurance requirements.pdf
On the certificate
- ✓Additional insuredGeneral liability
- ✓Additional insuredAuto
- ✓Waiver of subrogationWorkers’ comp
- ✓Primary and non-contributoryGeneral liability
Endorsement found on the policy
Your rules, in layers.
Insurance, your agency, each account manager, each client, each request.
- This requestThe holder’s own requirements sheet
- Each clientHow last year’s certificate read
- Each account managerHer seven templates, her wording
- Your agencyYour approved descriptions
- InsuranceWhat an endorsement has to support
It remembers.
Each client’s file, each holder, each correction.
You reply, once
For Harborview, say “as required by written contract.”
Kept as a rule
Harborview: “as required by written contract”
Next request
✓Applied, without asking
Up to thirty certificates. One email to review.
Each one links to your system. Reply to change any of them.
Recorded on an agency’s training client. The agency and people are stand-ins.
Carrier portals and raters, keyed for you.
One submission in. Each carrier’s quote back.
One submission
Flood, 12 Marsh Lane
From your website form
- Neptune50 quotes
- Hartford24 quotes
- Your raterSet up with you
Back in one email
Quotes, side by side
74 carrier quotes in 30 days on two portals, every run counted. The address is made up.
The numbers you watch.
Right the first time. Time to finished. Your team’s time. Hands-free is earned on them.
- Right the first time
- 95.8%
- Request to built
- 92 s
- Account manager time
- 1 reply
boxes matching the team, on 115 real certificates
in AMS360, on the recorded request
to approve, or to change one
- TodayEvery send waits for you
- ProvingScored against your team
- Then, if you sign offSends by itself, reports after
Measured 26 October 2026 on an agency’s training client. Your own numbers show on your Dashboard.
It asks the right questions of the right person.
From first form to bound in three touches.
One morning of messages. One finished premium finance agreement.
Every detail lands where it belongs. Nothing retyped.
Sample job. Names and numbers are made up.
Your licensed staff sign off on everything.
Nothing is signed or sent until you approve it.
That goes for all of it: carriers, clients, e-signature.
Your existing software stays the source of truth.
We update your AMS and CRM. Nothing to migrate or replace.
Your inbox stays your inbox.
Requests, replies and confirmations land where your team already works.
We plug into your processes.
We connect the applications you already pay for and run the work the way your team does it.
- One place. Every detail from email, calls, texts and portals on one record.
- Out of documents. Names, dates, amounts and deadlines pulled from PDFs and attachments.
- Into your systems. Entered into your CRM, forms and documents.
- Follow-up. Emails, reminders and chases, sent from your inbox on your approval.
- Calls & texts
- Chat & meetings
- AMSAMS360, Applied Epic, HawkSoft, NowCerts
- Calendars
- Docs & sheets
It starts as one certificate request.
It becomes an AMS lookup, an ACORD 25, a holder update and an email.
One email becomes five follow-ups.
One renewal becomes a week of chasing loss runs, apps and signatures.
You're buying completed work, and a more capable company.
Forward us your next certificate request.
Free for your first 7 days. Approve the finished cert and it goes out.
