Time Saving Tools

Creating, processing, printing, coping, faxing, mailing, filing and storing hundreds if not thousands of certificates of insurance year after year.

All of that plus those endorsements, addendums, attachments and other related printed forms create a significant cost for any business big or small.

So how can ecertsonline improve your operational efficiency when issuing certificates of insurance? Check out the highlighted features below or better yet request a product demonstration.

ecertsonline™

ecertsonline is the first online application that not only rivals the functionality of desktop tools, but goes beyond them by offering features only possible with a web-based application. ecertsonline includes all the best features of the desktop apps and adds in professional-quality management tools, centralized libraries to store and share your certificate of insurance templates and assets, a true extensible plugin architecture for insurance industry specialization including construction, transportation and lenders mortgagees.

Login to Productivity

You’re a business owner or operations manager. Saving the day, every day is a common occurrence. We’re introducing you to a flexible automated document management system that is uniquely yours. An online resource rich with solutions tailored to specifically fit your business needs and document flow. ecertsonline provides all the features you expect for effectively managing your certificates of insurance.

Experience more

Automated Delivery System
ecertsonline provides an in-house commercial printing and fulfillment center that saves you valuable time and money. No more late nights spent printing, coping, folding stuffing, stamping and mailing. All of these time consuming tasks are handled for you with a simple click of the mouse.

Create, store and issue certificates of insurance. Certificate deliveries are made via e-mail, fax and mail (USPS Priority Mail and NextDay Air). Form types include ACORD Certificate of Property Insurance, ACORD Certificate of Liability Insurance, ACORD Evidence of Personal Property Insurance, and ACORD Evidence of Commercial Property Insurance along with personalized endorsements, addendums and attachments. Send certificate(s) with the attachment(s) to the holder and to any number of third-party recipients. Use internally by your agency staff and/or optionally by your insureds to self-service their immediate certificate needs.

On-Demand Client Self-Service
The ecertsonline self-service component is designed for those who want to provide their clients with immediate around the clock attention. The workload is drastically reduced with data entry completed upon client certificate of insurance request. All records are then stored in a searchable record keeping archive. Easily managed and control client access with administrative preferences that meet your business needs. This value-added client support and service feature is completely optional and at any time can be turned on or off for any one or group of clients.

Industry Standard & Custom Endorsements
Upload your own or choose from a library of industry standard endorsements, rename as needed. Searching for endorsement has never been easier. Use the ecertsonline visual layout designer to add, delete and/or modify data entry fields to satisfy your custom needs. Then whenever needed select and approve an endorsement and you’re done, it’s that easy!

And the List Goes on…

Compare for Yourself
With an unmatched set of features and benefits ecertsonline is powering today’s leading insurance agencies. Request an ecertsonline product demonstration today and take it for a test drive for yourself. Call 1-206-784-5157  

Features Benefits
• Anytime, anywhere Web-based access • Enhance customer service
• ACORD 24, 25, 27, 28 and custom • Reduce non-revenue producing activity
• Automated delivery email, fax, US mail • Reallocate resources to increase income activity
• Batch renewals • Minimize wear and tear on office equipment
• 24/7 on-demand client self-service • Cost-effective and fast
• Import/Export capabilities • No hardware or software to buy or maintain
• Centralized data repository for all computers • Centralized data sharing, filing and storage
• Industry standard and custom endorsements • No costly per-seat licensing fees
• Auto ID cards and trucking module • No need to hire engineers to write in-house code
• 10 year auto archive storage • Environmentally friendly
• Certificate tracking and reporting  
• Password protected security  
• Searchable lists delivered to client via CD  
• Upload and archive certificate requests