For independent commercial agencies

Your service inbox, already handled.

Certificates, lender requests, endorsements, loss notices and renewals — read, matched to a policy and drafted before anyone opens them. Your team checks the work and sends it.

Forward us a real request

AI does the reading and the drafting. Your rules and your people make every call that matters. Nothing reaches a client until someone approves it.

A fictional agency and clients, on the real product. Captions available in the player.

What Adjustly does

The work that actually fills a CSR's day

Certificates

Reads the request, checks the policy carries what's being asked for, and produces the ACORD 25 — holder, additional insured and waiver taken from the contract they attached.

Lender requests

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. Everything still out is on one screen.

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.

Renewals

Sees what's coming, what's gone quiet, and what needs remarketing — worked beside the expiring terms, not in a separate pipeline.

How it works

The mailbox is the whole interface.

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.

What each person gets

CSRs

The request already read, the policy already found, and a draft to check instead of a blank reply. The repetitive half of the day stops being typing.

Account managers

One place showing what's open, what's waiting on a carrier, and which renewals have gone quiet — without chasing anyone for a status.

Producers

Service work on their accounts stays visible without being asked for. Fewer surprises at renewal, fewer calls that start with an apology.

Principals

Service capacity you can see, and a number on the accounts kept that would otherwise have quietly gone.

Where Adjustly stops

Knowing where it stops is what makes the rest easy to trust.

Adjustly does this

You and your existing systems do this

Adjustly reads the request, drafts the reply, and issues the document.

Your team approves everything before it reaches a client.

Adjustly compares an issued policy against what you bound and flags the difference.

You decide what to do about it, and the carrier corrects it.

Adjustly imports your book from a spreadsheet and keeps the service record.

Your AMS stays the system of record. Vendor-specific write-back is not implemented.

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.

Forward a request