Certificate requests, done overnight.
Certificates of insurance, renewal reminders, and quote requests pile up faster than your service team can clear them. Omnafy works through them overnight, so your team starts the morning with drafts to review instead of an inbox to dig out of. Someone on your team still checks every one before it goes out.
A day with Omnafy
Before
Your CSR opens the inbox at 8 to a stack of certificate requests that came in overnight, overdue renewal reminders, and a contractor who wants a quote by noon. Each certificate means looking up the policy in your agency management system, checking the holder's wording, and filling out the form. The quote waits until after lunch, and the contractor calls another agent.
After, with Omnafy
Overnight, Omnafy drafted each certificate from the policy on file and flagged one that asks for additional insured wording the policy doesn't include. It queued the renewal reminders and gathered what the quote needs. Your CSR reviews and sends the certificates, takes the flagged one to the underwriter, and has the quote out by mid-morning.
How it works
Something comes in
Requests arrive by email or through your website, day or night.
Omnafy does the legwork
It pulls policy details from your agency management system, drafts certificates, prepares renewal reminders, and collects what a quote needs.
A person signs off
Your team reviews every certificate and message before it's sent.
What you get
Faster certificates
Clients and their contractors get what they asked for sooner, often first thing in the morning.
Renewals that don't slip
Reminders go out on schedule, even during your busiest weeks.
Time back for clients
Your service team spends more time on the coverage questions that need an experienced person.
Built around how you already work
Every agency has its own carriers and its own way of doing things. We start by learning how your team handles service today, including which agency management system you use. Then we build Omnafy around that, so your team keeps working in the systems they already know. No new platform to learn.
Book a Demo
Pick one task that eats your team's week. We'll show you how we'd hand it off, and where a person stays in charge.