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Forward your certificate and evidence requests to CertsDesk. Our certificate team prepares each one in your AMS, checks every requirement against the policy and sends it from your own email address. Your account managers get back to clients.
Two weeks free, setup free, no questions asked.
CertsDesk is run by the team at Xassure.
A certificate request arrives in the middle of a renewal, with a deadline of “today” and a contract attached.
Every interruption takes an account manager away from clients who are paying for advice, not paperwork.
One wrong limit, holder name or missing endorsement can turn a five-minute task into an E&O problem.
Renewal season brings dozens of re-issues at once, just when your team has the least time.
A shared inbox works with ten requests a week. It stops working at fifty.
Requests get missed, two people do the same one, and holders chase you for updates.
Forward your certificates inbox to us, or let insureds, holders and lenders use your own request page. Emails from your approved senders are recognised automatically.
We read the email and any contract or lender letter attached, match the insured and holder, and prepare the certificate in your AMS, following your agency's own steps.
Limits, additional insured, waiver of subrogation, primary and non-contributory, dates and notice are checked against the policy. Each one is met, needs a look, or isn't met. Nothing is guessed.
If something isn't clearly covered, you get one plain question by email or in your portal. Special wording is confirmed with you before anything is issued.
Complex requests, and a random sample of simple ones, get a second review. Then the certificate goes to the holder from your own email address and is filed against the insured.
The licensed decisions stay with your agency. We do the reading, matching and checking so those decisions are quick.
We read the contract or lender letter and check limits, additional insured, waiver, primary and non-contributory and dates against the policy. Each one is met, needs a look, or isn't met.
Anything that isn't clearly covered comes to you as one plain question. We never stretch wording or promise notice the policy doesn't give.
Complex requests, and a random sample of simple ones, are reviewed by someone other than the person who prepared them.
Who prepared, checked, approved and delivered each certificate, every step they confirmed, and when.
Certificates go to holders from your own email address. Your request page and your customers' sign-in show only your logo and colours.
Search any insured or holder and download what we've issued. Expiring certificates are flagged, with a Renew button.
Give an insured's office access and they sign in with an emailed code to download their own certificates or ask for a new one.
Thirty days before a policy ends, we tell you which certificates are affected, or open the renewal requests for you if you prefer.
Your AMS, your masters, your holder rules and your wording library are written into the checklist our team follows on every request.
Every certificate follows a step-by-step checklist that can't be skipped, and the person who prepared it never reviews their own work.
Track every request in your portal, get an email when we need an answer or a certificate is delivered, and a short summary at 5 pm if you want one.
We look up coverage in your AMS for each request. Or send us policy data and master certificates once, in a spreadsheet or PDFs, and we keep them on file.
Your agency gets its own page at certsdesk.net/youragency, in one of three designs, with your logo, colours and contact details. Put it on your website and in your email signature. CertsDesk stays in the background.
Thirty days before a policy ends, we tell you which certificates it affects, or open the renewal requests for you. Every holder from last term gets an updated certificate once the new policy is in.
Monthly volume, turnaround against what we promised, special-wording and rush counts, and an optional daily summary at 5 pm: delivered, waiting on you, in progress.
How we keep your data and AMS access safe“In support of a top 30 broker's acquisition data migration, we subcontracted Xassure (Formerly eDesk) to handle the manual migration of Client, Policy & Certificates Data to the client's AMS360. The Xassure (Formerly eDesk) team was timely and accurate. We are looking forward to our next opportunity to work with Xassure (Formerly eDesk).”
Rob Smith
Principal, Newpoint Resources LLC
“Xassure (Formerly eDesk) has been great for our agency. We're using two Virtual Assistant companies presently & we see a night and day difference between Xassure (Formerly eDesk) & the other company. Their end product is great. We're very pleased.”
Max Olson
Agency Owner, Olson Insurance Agency
“It's always nerve wracking working with an outsourcing vendor, since their knowledge and reliability are total unknowns. Our agency was referred to Xassure (Formerly eDesk) by a couple of our trusted contacts, which meant a lot to us. Fortunately, our experience with Xassure (Formerly eDesk) has also been absolutely stellar. We've found the Xassure (Formerly eDesk) team to be extremely experienced and accommodating to all of our workflows. We recommend them without any hesitation!”
Sean Ortega
Principal, United Western Insurance Brokers
Tell us your AMS, your volume and how your agency likes certificates done.
We write your rules into our checklist, set up your page, and connect your email so certificates go out under your name.
Send one and see the finished certificate before you send the rest.
No. Certificates are issued in the system you already use.
No. Certificates go from your own email address, and your request page and your customers' sign-in carry only your name and logo.
No. By default we look up coverage in your AMS for each request. If you'd rather, you can send policy data and master certificates once and we keep them on file.
It's always checked against your policy and confirmed with your agency before anything is issued.
Thirty days before a policy ends we tell you which certificates are affected. You choose whether we wait for you to ask or open the renewal requests ourselves.
You create a separate user for CertsDesk. That keeps access clean and lets you switch it off any time.
Forward one request and see the finished certificate.
