CertsmadeSimple.com
10969 West 30th Ave
Lakewood, CO 80215
Phone: 303-232-5135
Contact Us
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CertsmadeSimple.com provides just what our name implies, a simple
way to provide insurance agency customers access to any certificate of insurance
you allow 24-7-365 and permits the client the ability to edit the job description
and insurance certificate holder information. Your agency doesn't need expensive
form management system conversions or upgrades and you don't need to hire web
developers, network engineers, or purchase servers and everything required to launch
a web application. We've already done that for you. You just upload
any certificate of insurance output from your current form management system to
the end-user accounts you created with CertsmadeSimple. Then your clients can access
any certificate of insurance you allow, edit the job description and insurance certificate
holder information, print, save, and email them. You can configure end-user
accounts to send you an email notification along with a copy of every edited certificate
of insurance. And you can provide supporting documents for your customers
to use as email attachments along with any edited certificate of insurance.
CertsmadeSimple Product Features:
- Unlimited client accounts with every agency account.
- Unlimited certificate of insurance for every client account.
- Account setup and configuration support.
- Up to five supporting documents for each client.
- Ability to assign up to five additional email recipients to each client account
so whenever a end-user edits a certificate of insurance the additional recipient(s)
get an email copy of the edited certificate.
- Basic data export to a csv file. Your agency can export data entered by your clients
to a csv file so the data can be imported into your forms management system.
- Basic data import. Your agency or your customers can use this feature to populate
a dropdown list of certificate holders if a client finds the need.
- A history of every edited certificate of insurance is available in each client account.
- Your agency has complete control over your client accounts.
- Your agency and clients have on-line access 24-7-365.
- Works with all the latest browsers.
- Works with hand held devices.
You ask "Why would I use CertsmadeSimple?":
Well... you wouldn’t if you have tons of money to upgrade your current forms management
system, tons of money to purchase and migrate all your data to a new system, feel
the need to lay down a significant amount of capital to build your own web application,
or your customers don't want on-line access to their certificates. Then you probably
won't consider using our service.
In our experience every agency client wants on-line access to their insurance certificates;
however their actual usage is very limited. An agency can end up spending a lot
of money upgrading their system or building their own web application and get very
limited customer usage in return.
Our pricing is very reasonable considering the other options available for providing
customers on-line access to their insurance certificates. Initially we ask for a
six month agreement so that your clients can have a chance to start using the system.
However we bill you month by month so you can quit at anytime.
Yes we are that simple. We know that's unheard of in this complicated industry but
we are a simple service with simple pricing, and within 24 hours you can start giving
your customers on-line access to their certificates. That's why we call ourselves
CertsmadeSimple.
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