Send the certificate before you hang up.
Adjustly works your service inbox. It reads the request, finds the policy, and has the certificate — or the endorsement, or the reply — ready to go. Your team checks it and sends it.
Sits next to your AMS. Nothing to rip out.
Every request read, matched to a policy, ready to work
Right now
Nobody grew an agency doing this.
- Forty certificate requests a week, most of them the same three landlords.
- A lender who needs proof of property before Friday's closing.
- Three endorsements sitting with a carrier, and nobody's sure which three.
- A renewal in eleven days that no one has called about yet.
It’s the work that fills the day and never shows up in a growth plan. It’s also the work that quietly loses accounts.
The service desk
It does the work, not just the sorting.
Plenty of tools will tag an email and put it in a lane. This one finishes the job.
Certificates
Reads the request, checks the policy actually carries what's being asked for, and produces the ACORD 25. Holder, additional insured and waiver filled in from the contract they attached.
Lenders
A mortgagee asking for proof of property gets evidence of property — not a liability certificate that comes back rejected after the closing date.
Endorsements
Pulls the change out of the email, sends it to the carrier, then checks what comes back is what you asked for.
Carrier chasing
Anything sitting with a carrier gets followed up on a schedule until it lands. You can see everything that's still out.
Policy checking
When the policy arrives it gets compared to what you bound. Wrong premium, wrong dates, missing coverage — and it drafts the correction email.
Loss notices
A claim reported by email gets the facts captured, the policy matched and the notice filed.
Attachments
The contract, the insurance requirements, the sample certificate. It reads them, so nobody retypes limits off a PDF.
Renewals
Sees what's coming, what's gone quiet, and what needs remarketing — beside the expiring terms.
Four steps
Nothing to forward. Nothing to retype.
- 1
It arrives.
Requests land at your service address like they always have. Connect the mailbox once.
- 2
It gets read.
The email and whatever came attached. The account and policy are matched from your book.
- 3
It gets prepared.
The reply, the certificate, the endorsement — drafted and waiting.
- 4
You send it.
Someone reads it and approves. Then it goes, and the record is kept.
AI does the reading and the drafting. Your rules and your people make every call that matters.
What it’s worth
Certificates save time. Saves make money.
Certificates are the daily habit — hours back every week, from the first week. The bigger number is the account you don’t lose.
Adjustly flags a renewal going quiet, says why it’s at risk, and puts a number on keeping it. Not a ticket closed — an account that renews again next year, and the year after.
How a save is caught, and how it’s valued~$9k a year
Certificate time saved, for a three-CSR commercial agency.
~$14–29k a year
Accounts kept that would otherwise have quietly gone.
These are our own estimates, not results measured at a customer. We label them that way here for the same reason we label them that way in the product.
The part that matters
What it won’t do.
Most of what you’ll worry about is what an AI might send to a client without asking. So here’s the short list.
It won't send anything on its own.
Every reply, certificate and email waits for a person.
It won't put a limit on a certificate it hasn't verified.
If it can't confirm the policy carries it, it stops and tells you.
It won't guess.
Can't read a field? It leaves it blank and says so. Blank is safer than wrong.
It won't make the coverage call.
That's your rules and your people, every time.
The rest of the suite
Service is the main event. The rest is there when you want it.
Most agencies start with the service desk and stay there a while. New business and claims run on the same system, share the same book, and switch on when you’re ready.
New business
Submissions in from email or a broker link. Appetite matched against your own carrier rules, with reasons. Application data prepared, markets tracked, placement recorded.
Claims
First notice of loss straight from an email, triaged, with the documents read and a full record kept behind it.
Same login, same book, same controls. Ask and we’ll turn them on.
Questions we always get
Straight answers.
Do we have to leave our AMS?+
No. Adjustly works next to it. Your AMS stays the system of record.
Will it email our clients by itself?+
No. Every message waits for someone on your team to approve it.
What if it can't find the policy?+
It tells you it couldn't, and why. It never picks one to be helpful.
How long before we're using it?+
Import your book from a spreadsheet, point your service mailbox at us, and you're working the queue.
Who's it for?+
Commercial-lines agencies where the service inbox is the bottleneck. Usually two to ten CSRs.
Send us one real request.
Not a demo account with made-up data. Forward an actual certificate request out of your inbox and we’ll show you exactly what comes back.
- No slides — your request, worked in front of you
- See what it read, what it drafted, and what it refused to guess
- We'll tell you honestly if it's not a fit yet