Producers are doing service work
Your highest-paid people are issuing certificates instead of writing new business.
All industries
Your top producer
For independent insurance agencies
Your top producer
stuck on COIs?
Get your producers off certificates before it costs you more business
Trained agency support for COIs, policy checking, endorsements, and renewal prep, working inside Epic, AMS360, HawkSoft, and EZLynx. Proven on a Day One™ work trial before you commit.
Renewal season is coming
Built for the role
COI Specialist
- Clear the certificate queueIssue eight requests with the right holders and endorsements.Submitted
- Check the policyCompare an issued policy to the quote and flag what doesn't match.Submitted
- Log it in the AMSDocument every touch so the file survives an E&O review.Submitted
A person on our team reviews
JudgmentOutput qualityTone
Chosen by founders, CEOs, and executive teams at more than 1,000 companies, including
What's actually breaking
Service isn't overhead
It's a tax on your producers
Seven things we hear from agency principals before every renewal season. If three sound familiar, your next renewal block already has a shape.
The certificates never stop
High volume, low complexity, zero tolerance for delay. A client relationship hangs on turnaround.
The hard market remarkets everything
Renewals that used to roll now need full quoting across carriers. Same staff, several times the work.
Double entry is everywhere
The same data typed into carrier portals and the AMS, with the errors that implies.
E&O hides in missed follow-ups
An unlogged conversation or a missed endorsement is what keeps a principal up at night.
Your workforce is retiring
A CSR with 22 years of carrier knowledge leaves, and the institutional memory goes too.
Policy checking gets skipped
Nobody verifies the issued policy matches what was sold, until a claim proves it didn't.
The one number
Producer hours
back every week
Put in your own numbers. Every hour a producer stops spending on certificates and service goes back to new business.
An estimate from your inputs.
Your hire's actual rate is on their profile before you commit.
Producer hours
reclaimed30per week
reclaimed30per week
Selling time
returned$19,500per month
returned$19,500per month
Return on
the hire7.1xbefore a single new account
the hire7.1xbefore a single new account
Why agencies move now
If one of these is true, it's time
Agency principals rarely hire because a plan said so.
They hire because one of these landed.
- The renewal blockRenewal season is close, and you're staring at a block your team can't absorb. This is the window.
- A CSR retiredTwenty years of carrier knowledge walked out the door.
- You acquired a bookYou inherited service volume with no service capacity attached.
- A COI complaint escalatedCertificate turnaround reached the principal's desk.
- Producers stuck on serviceYou want them back on new business, and service is the tax.
“Working with Cha Cha has been an absolute game changer for my business and my life.”
Who agencies hire
Seven seats that put producers
back on new business
Mid and senior operators, each proven on the real work of the role before you meet them.
A day in the seat · Example
Account Manager Support
Cleared 31 service emails and logged every one in Epic.
Sent the auto ID cards and a driver change confirmation.
Followed up on 6 open requests before clients had to ask.
Handed the producer a clean list of three renewal conversations.
Returns producer hours to selling
What they own
Service inboxClient requestsAMS documentationFollow-up discipline
A day in the seat · Example
Certificate (COI) Specialist
Issued 9 certificates from the overnight queue.
Added a contractor's new holder with the right endorsements.
Updated the master certificate schedule for a GC client.
Flagged two holders whose certificates expire this month.
Handles the most visible service task in the agency
What they own
COI issuanceHolder trackingCertificate renewalsMaster schedules
A day in the seat · Example
Policy Checking & Endorsements
Checked 5 issued policies against what was quoted.
Found a missing additional insured and requested the correction.
Processed 4 endorsements and logged each in the AMS.
Filed the carrier's corrected dec page to the client record.
Direct E&O risk reduction
What they own
Issued vs quoted checksEndorsement processingCarrier error corrections
A day in the seat · Example
Renewal / Remarketing Specialist
Requested loss runs for 12 accounts renewing next month.
Built renewal packets for the first 6.
Submitted 3 accounts to two more carriers.
Quote comparison ready for the producer's review.
Absorbs the renewal block your team can't
What they own
Renewal packetsLoss run requestsCarrier submissionsQuote comparisons
A day in the seat · Example
New Business & Quoting Support
Prepped two commercial applications from the producer's notes.
Entered a personal lines package into EZLynx.
Assembled a submission with loss runs and supplementals.
Flagged one missing signature before it went out.
Shorter quote turnaround wins accounts
What they own
Application prepRating platform entrySubmission assembly
A day in the seat · Example
Claims Support Coordinator
Took first notice on a water loss and opened the claim.
Chased the adjuster for an inspection date.
Sent the client a plain-English status update.
Logged every carrier touch in the file.
Claims service is where retention is actually decided
What they own
First notice intakeCarrier follow-upClient status updatesDocumentation
A day in the seat · Example
Commissions Reconciliation
Matched three carrier statements to the AMS.
Found $2,180 in unpaid commission on two policies.
Opened discrepancy requests with both carriers.
Updated the tracker for the principal.
Recovers commission the agency already earned
What they own
Statement matchingCarrier discrepanciesUnpaid commission follow-up
Matched to the systems your agency runs
Applied EpicAMS360HawkSoftEZLynxQQCatalystIndioVertaforeSalesforceCarrier portals+ yours
The licensing line
Here's exactly what we touch
and what we don't
Our operators handle unlicensed support and documentation. Anything that requires a license stays with your licensed agency staff.
Your operator handles
- Service inbox and client requests
- Certificates and holder tracking
- Policy checking against what was quoted
- Endorsement processing and carrier corrections
- Renewal packets, loss runs, and submissions
- AMS documentation on every touch
Stays with your licensed staff
- Binding coverage
- Advising clients on coverage
- Quoting to the client
- Anything your state requires a license for
We'd rather say it up front. A clear line protects your agency, your clients, and your E&O position.
Where AI stops
AI reads the document
A person verifies it
AI already does this
- Extracting data from dec pages and loss runs
- Coverage comparison and proposal drafting
- Summarizing policy documents
- Chat handling simple client FAQs
Which is why you need an operator
- Verifying the extraction against the actual policy
- Getting an underwriter on the phone for an exception
- Logging everything in the AMS so the file survives an E&O review
- Owning the follow-up sequences AI will never chase
In insurance, AI reading a document wrong
isn't a typo. It's an E&O claim.
Verification and follow-through is the seat we fill.
The proof
Watch a policy check before you commit
Day One™ is a work trial in the real conditions of the role, two hours or less, scored against a rubric built for that role by a person on our team.
- You see exactly how they performed
- The client never keeps, uses, or ships the work
- No algorithm decides who you meet
Day One™ · Policy check · Applied Epic
Commercial package · Upcoming renewal
| Item | Quoted | Issued |
|---|---|---|
| General liability limit | $1M / $2M | $1M / $2M |
| Property deductible | $2,500 | $2,500 |
| Additional insured | Landlord LLC | Missing |
| Waiver of subrogation | Included | Included |
| Named insured spelling | Ridgeline Roofing | Ridgline Roofing |
| Premium | $18,420 | $18,420 |
R
Reviewer noteCaught both carrier errors, requested corrections in one email, and logged the activity in the AMS. Strong fit.
Ready now
Meet service talent
before you commit
Aira L.
Client Success Lead, Davao
8 years experienceProven on the role
The proof
Aira calmed an angry refund thread and kept the customer, without giving away a discount. Her replies were warm, short, and firm.
Zone of genius
Full profile, intro video, and rate
Carla D.
Executive Assistant, Manila
9 years experienceProven on the role
The proof
On her simulation, Carla cut a 60-email inbox to the five that mattered and drafted ten replies in the CEO's voice. Reviewers flagged her judgment on what to ignore.
Zone of genius
Full profile, intro video, and rate
Faith N.
Client Experience Manager, Nairobi
7 years experienceProven on the role
The proof
Faith built a client onboarding checklist the reviewer rated ready to use. She added the three questions new clients always forget to ask.
Zone of genius
Full profile, intro video, and rate
See full profiles, free
Example profiles. Names shortened for privacy.
Hire now to beat the renewal rush
Ready before
the renewals land
You don't have time for a bad hire in the middle of renewals. Here's how hiring goes now:
- Week 0Capacity call
Twenty minutes on your book, your AMS, and the seats you need. Free.
- <72 hoursYour finalists
Proven on a Day One™ work trial and matched to how you run the agency.
- Week 1The hire
Contract, payroll, and benefits handled in their country. Access set up in your AMS.
- Week 2Fresh Eyes™
A structured review that surfaces a weak match early, while there's still time.
- Renewal seasonYou're covered
Certificates and policy checks are off your producers' desks.
Senior, technical, and multi-hat roles take longer, and we scope the timeline with you before we promise one.
What service-heavy clients say
“Her excellent instincts on handling calls, even with challenging clients, have been impressive.”
“Diligent, persistent, timely, consistent…are just a few of her many positive qualities.”
“I love her end of the day reports, she’s so smart, picked everything up so fast.”
Free renewal capacity call
Twenty minutes on your renewal block
Tell us about the agency. We'll come to the call with the seats we'd fill first and the timeline to have them ready before renewals land.
- No commitment until you choose who to hire
- Pricing shown before you interview
- A real person on our team, from the first call
Questions agency principals ask first
Do your operators need an insurance license?
No, because they stay on the unlicensed side of the line. Binding, advising on coverage, and quoting to the client stay with your licensed staff. Our operators handle service, documentation, and follow-through around them.
How does this reduce our E&O exposure?
Policy checking on every file, endorsements processed and logged, and every client touch documented in your AMS. The goal is a file that holds up in an E&O review.
Do they already know our AMS?
We match on the systems you run, from Applied Epic and AMS360 to HawkSoft and EZLynx, plus your carrier portals. Access is set up with you in week one.
Can we hire for renewal season?
Placements begin with a three-month commitment, which covers the build-up through your biggest renewal block. After that, the same hire can move to certificates, endorsements, and policy checking.
Will the quality hold up with our clients?
You decide on the work, not the interview. Every finalist completes a Day One™ work trial in the real conditions of the role, scored against a rubric by a person on our team. You see how they performed. The client never keeps, uses, or ships that work.
How do you handle client and carrier data?
You decide what your hire can access, and permissions are set up with you before anyone logs on. Bring your agency's data security requirements to the call and we'll walk through them.
What does it cost?
Their own rate plus real benefits, shown on every finalist's profile before you interview. See how pricing works.
What if the hire isn't the right fit?
Every hire shares a Fresh Eyes™ review at two weeks, so a weak match surfaces early. If a hire ever stops being the right fit, we find you a new one.
Get your producers back on new business
Tell us the seats, and we'll show you who has already done the work.
There's no commitment until you choose who to hire.