Ops and Productivity

For US insurance agency staff — CSRs, account managers, producers: drafts certificates of insurance (ACORD 25, 27, 28) and new or renewal applications (ACORD 125, 126, 127, 140, plus schedules of values) from the policies, dec pages, binders, and intake notes you share, and checks filled forms against the policy. Drafts only — a licensed agent verifies every form. Not legal or insurance advice; not affiliated with ACORD. Never submits to carriers or emails certificate holders.