Quiet authority over theatrics. We exist to do one thing exceptionally well — accurate, accountable, New York-fluent back-office support — and to present it with the polish a serious broker expects.
Certificates, ACORD forms, endorsements, policy checking — essential work that is never billable.
Small and mid-size brokers can't justify a full-time in-house CSR for this load, yet the volume keeps growing and every error carries E&O risk. Generic offshore "virtual assistant" shops exist, but most are opaque on price, and have no real experience in New York rules or how a New York commercial account actually runs.
Clermont Global exists to do this one thing exceptionally: accurate, accountable, New York-fluent insurance virtual assistant and back-office support delivered with the polish a serious broker expects. Brokers, agents, account managers, business managers, marketing agents and the consultants who advise them all use Clermont to outsource the work — freeing their team to sell and engage with clients while we carry the rest.
Processing certificates, ACORD forms, endorsements and policy checks accurately and on time — so brokers spend their hours winning and keeping clients instead of fighting their inbox.
To be the most trusted back-office partner for independent insurance brokers in the United States — the answer to "who handles your COIs?" — starting from an unshakeable reputation in New York.
A clean, correct document is the product. We get it right so there's no back-and-forth — and no risk.
We own our work, publish our turnaround commitments, and stand behind them. No hiding behind "it's offshore."
We know our market deeply — NY forms, carriers, surplus-lines rules, and the COI demands of DOB, DOT, NYCHA and school districts.
Client and insured data is handled the way a fiduciary would. Quiet, careful, confidential.
We present and communicate at the level of the firms our brokers aspire to work with.
We will never knowingly ship sloppy or late work to hit volume. A wrong certificate or a missed deadline can cost a broker a client. That's the line.
Think quiet authority — no theatrics, deeply competent, the safe choice that also happens to be the smart one. Not a flashy founder; a trusted institution.
COMPOSED · METICULOUS · DISCREET · DEPENDABLE · POLISHED
New York P&C commercial lines — generalist across every workflow inside it.
Priced well below a US in-house hire, presented as an accountable partner — never a cut-rate VA pool.
We work in your AMS, on your SOPs — an extension of your team, not a black box.
Scrupulously clear about how and where work is done. Trust is the whole business.
Start with a trial and judge us on the work. That's how the best relationships in this business begin.
