Spend less time on certificates, forms, and renewals.
Tercero works with independent agencies and brokers to learn how service work actually moves: client calls and emails, certificate requests, claims, ACORD forms, and renewals. Then we automate the repetitive steps beside the agency management system you already use, and your team approves the work.
Where service work eats the day.
- COI
Certificate requests
Read incoming certificate requests, match them to the right policy and holder details, and prepare the certificate for a CSR to approve.
- ACORD
ACORD form preparation
Carry applicant, location, and coverage details from prior forms and submissions into prepared ACORD forms.
- CLAIMS
Claims intake
Capture loss details from client emails, calls, and forms into a prepared first notice of loss, and track what the carrier still needs.
- CHECK
Policy checking
Compare issued policies against the quote or binder and flag differences in limits, forms, and endorsements.
- RENEWAL
Renewals & loss runs
Collect loss runs and line up expiring and renewal terms side by side, so the account manager starts from the differences.
- EMAIL & CALLS
Client emails & calls
Log service calls and sort client emails by policy and request type, then route what needs action and draft the follow-up.
Every engagement starts with one of these, chosen with the people who do the work and measured before anything expands.
What could your team do with the service time back?
Set how many service requests your team handles: certificates, endorsements, claims, and client emails. This illustrative model translates repetitive work into time for clients, renewals, and new business.
Illustrative model assumes 8 minutes of repetitive preparation saved per request. Actual results depend on the workflow.
hours per month
- Client service & retention · 35%
- Exception handling · 30%
- New business & cross-selling · 20%
- Team development · 15%
Improve how the work flows without replacing your systems.
Instead of handling every email, form, and follow-up by hand, let the repetitive steps happen automatically, then bring your team in where judgment is actually needed.
- IN
Collect automatically
Gather certificate requests, client emails and call notes, claim notices, applications, and attachments into one consistent queue.
- PREP
Prepare automatically
Classify each request, capture insured, policy, and holder details, compare them with what is on file, and flag what is missing.
- CHECK
Review what matters
Your CSRs and account managers review the prepared work and handle the exceptions. Coverage decisions stay with licensed staff.
- OUT
Move approved work forward
After approval, route information into your agency management system where integration supports it, or prepare it for the forms, exports, and carrier portals already in use.
Built with your team, not handed to it.
- 01LISTEN
Workflow Assessment
Spend time with the people doing the work, from the emails and calls to the handoffs, and establish a baseline together.
- 02ALIGN
ROI Blueprint
Define the automation boundary, pilot cost, expected savings, timeline, and controls.
- 03PROVE
Build, Measure & Expand
Build beside your team, adjust from their feedback, and expand only after the results are proven.