For account managers, CSRs and operations leaders
Bring the back office back in-house.
Endorsement requests, certificates, additional-insured checks, dec-page extraction, policy checking, invoicing and weekly reporting, run as workflows your own team controls, cited to the policy page, instead of an offshore queue.
Change request: Northwind Logistics
Endorsement email draft
- Request
- Add one vehicle, effective Nov 1Client email, 9:12 am
- Policy
- Commercial auto, schedule updated from the expiring policyDec page, p. 3
- Draft
- Carrier endorsement email, ready for approval
- Note
- Certificate holder list unchanged
Illustrative example, not customer data.
Minutes
not days, per endorsement email
Every change
surfaced when a renewal policy is checked against the expiring one
One click
to the weekly claims and new-business reports from your AMS exports
The day in the job
Each of those is a workflow your account managers run themselves, with the output in the agency's template and the source page cited.
- Client emailed a change; it goes to the offshore team and comes back Thursday.
- Renewal policy arrived; someone has to read it against the expiring one.
- Four additional-insured requests and the contract says something different from the policy.
- Monday is the day I rebuild the new-business report from Epic.
Workflows for account management
Start with the library. Build the rest.
Policy Checking
LibraryA renewal or new policy against the expiring one: carrier, premium, coverage, forms and exclusions, page-cited.
Certificate of Insurance
LibraryA certificate request to a completed ACORD form from live policy data.
Summary of Insurance
LibraryA policy or a whole program into one structured summary.
See the workflowLoss Run Analysis
LibraryCarrier loss runs into a workbook and narrative for the renewal file.
See the workflowClient Location Intelligence
LibraryWhere the client actually operates, reconciled against the locations on record.
See the workflowE&O File Audit
LibraryThe transaction file rebuilt as a timeline and coverage chain, with E&O exposures flagged.
See the workflow
How it works
Bring it. Run it. Get it. Track it.
Bring
The endorsement request email, the policy, the contract, the expiring and renewal policies, the AMS exports.
Run
The endorsement email workflow, Policy Checking, Certificate of Insurance.
Get
The carrier email draft, the policy-change summary, the ACORD certificate, each in the agency's format.
Track
A scheduled weekly report that collects the AMS exports from the inbox, merges them and emails the team.
Built by a customer
A regional agency rebuilt its outsourced servicing work as SoterAI workflows: endorsement emails drafted from the change request, additional-insured and COI lists pulled from policies, dec-page extraction, branded invoices and premium allocation, a weekly claims report that collects two spreadsheets from the inbox, merges them and emails the team, and a Monday new-business report pulled from Applied Epic.
21 workflows, built and run by the agency's own account managers.
Build your own
"Input client name, effective date and the change to be made, and draft the carrier endorsement email."
A four-field workflow one agency runs more than a hundred times a quarter.
Explore the workflow libraryProof
What teams like yours report.
70%admin time saved
“We saved 70% of time on administrative tasks. That time goes straight back into client work.”
Collins & Associates
Insurance Services
Read the story
What you would ask
Straight answers.
What moves
- Servicing cost per accountEndorsement, certificate and summary workflows
- Turnaround per requestEndorsement, certificate and summary workflows
- E&O exposurePolicy Checking, E&O File Audit
- Hours of reporting per weekScheduled report workflows
We already have policy checking in our AMS.
Use it. SoterAI covers what the AMS cannot see: the contract against the policy, the client's real locations, the E&O file, the weekly reporting, and anything your team wants to shape itself.
Who is liable if the check misses something?
Every finding is cited to the page so a reviewer can verify it, and nothing leaves without a person approving it; SoterAI is the drafting and analysis layer under your professional review.
Does this replace our outsourcer?
It can, one task at a time. Start with endorsements and certificates, keep the outsourcer for what is left, and move the rest when you are ready.
Frequently asked questions.
Other teams
Every team on one platform.
- Risk controlClient-ready loss-control work, same day
- ClaimsAdvocate faster with the whole file in front of you
- BenefitsThe whole renewal, one workflow at a time
- ProducersWalk in knowing the account
- Carriers & captivesRisk intelligence at portfolio scale
- Brokerage leadersEvery practice on one platform
- All insurance teamsThe full SoterAI for insurance overview
Ready to bring servicing back in-house?
Tell us which requests go offshore today and we'll show you the three workflows that bring them back first.
When the form asks which team, choose Account management.
Talk to our team
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