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Serving New York

Insurance Back-Office Support for New York Brokers

New York insurance is not like anywhere else. DOB certificates, ELANY filings, NY Labor Law endorsements, NYCHA projects — Clermont Global was built in New York, for New York, and our team handles these requirements daily.

COIs turned around in 30 minutes ET timezone coverage, 24/5 ELANY & surplus lines support
What makes New York different

New York compliance requirements that out-of-state providers get wrong.

NYC Municipal Certificates

DOB, DOT, NYCHA, school districts, and the MTA each have specific certificate requirements — minimum limits, AI endorsement language, primary-and-non-contributory confirmation, and sometimes project-specific description text. Getting one field wrong means a rejected COI and a delayed project start.

ELANY Surplus Lines Filings

New York surplus lines placements must be filed with ELANY and comply with diligent search requirements, stamped certificate obligations, and filing deadlines. Clermont Global handles ELANY filing preparation and compliance documentation as standard for NY brokers placing non-admitted business.

NY Labor Law Endorsements

Construction projects in New York involving Labor Law 240 and 241 exposure require specific endorsements that most other states do not recognize. COIs for these projects must reflect the correct endorsement language and cannot be issued from a generic certificate template.

Named Insured Precision

New York municipal agencies and GCs check certificate names carefully. "Smith Construction" and "Smith Construction LLC" are not interchangeable. Our team verifies the exact legal entity name against the declarations page before issuing any certificate.

Eastern Time Coverage

New York business runs on ET. Most offshore VA providers operate on overlapping shifts that leave your COI queue empty during the 9–11am rush when contractors call requesting same-day certificates before site inspections. Clermont Global provides full ET coverage Monday through Friday.

NY Insurance Regulation

New York DFS regulations affect what a back-office processor can and cannot do — and what language can and cannot appear on a certificate. Our team understands where the regulatory lines are and operates within them, protecting your agency from compliance exposure.

Services for NY Brokers

Every back-office task your licensed staff shouldn't be doing.

Certificate Processing

Standard and complex COIs — including DOB, DOT, NYCHA, MTA, and school district certificates — turned around in 30 minutes or less during business hours. Additional insured verification, custom description language, and certificate holder database management included.

ACORD & Submission Preparation

ACORD 25, 28, 125, 126, 127, 130, 131, 140, and supplemental applications updated and prepared for submission. Submission packages organized and ready for underwriter review without producer involvement.

ELANY & Surplus Lines Support

Diligent search documentation, ELANY filing preparation, surplus lines certificate stamping and compliance review for NY brokers placing non-admitted business. We know the ELANY requirements and handle them as part of standard processing.

Policy Checking

Systematic comparison of issued policy declarations against bound coverage — catching discrepancies before they become E&O claims. NY-specific endorsement verification included for Labor Law, AI, and WOS endorsements.

Renewal Preparation

Loss run ordering, ACORD updates, supplemental completion, client information gathering, and submission packaging — so your producers walk into renewal meetings with complete packages, not half-prepared files.

Endorsement Processing

Mid-term endorsement requests processed and tracked to completion — driver adds, vehicle updates, AI additions, location changes, and coverage adjustments — with AMS records updated and certificates reissued as needed.

Built in New York

Not offshore. Not a staffing agency. A dedicated insurance back-office desk.

Clermont Global was founded specifically to serve New York insurance brokers and agencies. Our team works inside your AMS, follows your SOPs, and covers ET hours — not a shifted overnight schedule that leaves your morning queue untouched.

We start every engagement with a paid trial on your busiest workflow. You judge the quality of the work before any long-term commitment is discussed.

Book a discovery call View pricing
What's included
  • Written SLA for turnaround times
  • Works inside your AMS (no exports needed)
  • NDA and data security agreement
  • NY compliance knowledge included
  • ELANY & surplus lines support
  • Month-to-month after trial — no lock-in

New York brokers move fast. So do we.

Book a 20-minute call. Tell us your busiest workflow — COIs, ELANY filings, renewals — and we'll scope a paid trial you can evaluate on the work.