Certificate Processing
Issuing COIs, reviewing contracts for insurance requirements, master certificates, holder & additional-insured handling, and NY permit/bid certificates (DOB, DOT, NYCHA, school districts).
Our insurance experts prepare Acords, Certificates of Insurance, Renewals, Audits and carrier submissions - so your team can spend more time selling and less time processing.
Don't let compliance paperwork stall your growth. We act as your dedicated back-office desk, managing everything from policy checks to complex carrier submissions. Staffed by experts who know New York's forms, insurance and labor laws inside out, we deliver faster turnarounds and fewer errors—so you can focus on your clients and relationship building.
Issuing COIs, reviewing contracts for insurance requirements, master certificates, holder & additional-insured handling, and NY permit/bid certificates (DOB, DOT, NYCHA, school districts).
ACORD 25, 27/28, 125/126/127/130/131 and supplemental apps; carrier-portal and rater entry; surplus-lines quote requests; proposal generation.
Endorsement issuance & checking, policy checking against binders, manual entry, pending-cancellation monitoring, carrier downloads, document indexing.
Full-cycle support from new business through renewal — keeping your management system clean, current, and audit-ready at every stage.
Loss runs, MVRs, CLUE reports, additional-insured / loss-payee documents, and loss-control follow-ups — the legwork that speeds up your submissions.
Statement reconciliation, AP/AR, payment tracking, commission calculations, direct-bill reconciliation, and clean monthly reporting.
A real sequence — onboarding designed to earn trust before you commit a dollar of recurring spend.
A 20-minute call to understand your volume, your AMS, and the workflows eating your week.
A short, paid trial on one workflow with a guaranteed turnaround — so you see the work, not a pitch.
We work inside your Epic, AMS360, EZLynx or HawkSoft — your templates, your SOPs. Nothing changes on your end.
Move from part-time to a dedicated desk or team as the relationship proves itself. SLA performance reported back.
These are our committed service levels — written into every engagement, tracked, and reported back to you. Not vague "24-hour" claims.
Figures are Clermont Global service-level commitments for new engagements, not historical averages.
Built with the same precision as our back office — so your brand presents as well as your service performs.
Marketing sites, landing pages, and full builds — fast, responsive, and conversion-focused. From a one-page launch to a multi-page corporate site.
Strategy, calendars, and done-for-you posting across LinkedIn, Instagram and Facebook — keeping your agency visible to clients and referrers.
Short-form reels, client explainers, testimonials and ads — cut, captioned and color-graded for every platform.
Logos, brand kits, proposals, one-pagers, social creative and print — all types, all consistent with your identity.
Website copy, blog articles, email campaigns, and case studies — clear, credible, and on-brand. No filler, no hype.
On-page SEO, Google Business profiles, and lightweight campaign support to keep new clients finding you.
Certificates, ACORD forms, endorsements, policy checking — essential, relentless, and never billable. A full-time CSR in New York is expensive and hard to justify for variable volume. Backlogs turn into E&O exposure.
Whether you're a broker, agent, account manager, business manager, marketing agent, or the business management consultant advising one — if your agency wants to outsource this work, our insurance virtual assistants pick it up.
Book a 20-minute call. We'll map your highest-volume workflow and scope a trial you can judge on the work itself.