Insurance Operations & Acord Form Processing Video
02:00
Topics Covered in Presentation:
01. COI turnaround process
02. Agency management software overview
03. Client satisfaction
About Jose Gregorio
Jose assists insurance brokers and underwriters with daily operational paperwork: issuing certificates of insurance (COIs) within 30 minutes, auditing renewal applications, processing policy endorsements, and cross-referencing carrier rating systems.
Key Responsibilities & Deliverables for this Role
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✓
Rapid Certificate of Insurance (COI) generation and distribution to insureds
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✓
Policy change requests (endorsements, loss payees, driver additions)
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✓
Renewal book review and comparative carrier quote extraction (EZLynx, Applied Epic)
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✓
First Notice of Loss (FNOL) documentation and adjuster status tracking
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✓
Direct carrier portal data entry and commission statement reconciliation
Why Jose Excels
In-depth knowledge of commercial P&C terminology and Acord forms
Zero-error standard on policy numbers and coverage limit certificates
Speed: 95% of routine COIs issued in under 30 minutes
Karen Whitaker
Principal Broker · Whitaker Risk Partners
★★★★★
"Jose freed our producers to focus purely on selling. He handles all our Acord forms and certificates with flawless accuracy."
July 2026
