I will manage acords quotes cois endorsements renewals

With over 4 years of hands-on experience, I specialize in handling key Insurance tasks to ensure your Agency runs smoothly and your Clients remain satisfied.

My Expertise Includes:

ACORD Forms & Quote Submissions

I am proficient in completing ACORD forms and Supplemental Applications accurately. I submit them through multiple Insurance Rater websites to obtain quick quotes with minimal turnaround time, ensuring you provide timely information to your clients.

Certificates of Insurance (COIs)

I have extensive experience in issuing Certificates of Insurance (COIs) for clients, managing endorsements, and ensuring all necessary documents are delivered on time to Certificate Holders. My attention to detail ensures everything is correctly issued to meet the unique needs of your clients.

Hawksoft CMS Proficiency

With my proficiency in Hawksoft CMS, I handle tasks such as creating prospects, managing policies, setting up renewals, generating ACORD forms, and maintaining organized records. I ensure that your client data is always accurate and easy to access.

Let me take care of these essential tasks so you can focus on what you do best growing your business!