Agency Ops
for commercial-lines agencies.
Agency Ops is for commercial-lines independent insurance agencies, starting with Certificate Request Intake. The work is prepared in your own agency system, a CSR approves before anything goes out, and anything it isn’t sure about comes back with the reason.
- 1A request arrives by email
- 2It’s prepared in your agency system
- 3A CSR approves and sends it
The work is prepared where your team already works. Nothing moves to a new tool.
A person approves before anything goes out. Nothing is sent on its own.
Anything it can’t match comes back to the CSR with the reason, instead of a guess.
Start with Certificate Request Intake.
It starts as a Workflow Blueprint: we map how your certificate requests arrive and end with a fixed build proposal.
Certificate Request Intake
Did the certificate request become a certificate ready to send?
Built for your agency: Certificate Request Intake drafts the certificate in your agency system against the right policy, from the request email (the holder, the additional insured, the project). A CSR approves before anything goes out.
DaVeenci builds and maintains software. We're not a law firm and don't give legal advice. Your accounts and their terms stay yours, and you decide how they're used.
Workflow Blueprint, $2,500.
Credited toward a build started within 30 days.
We built the same kind of intake for another industry, and it runs every day.