Certificates out the door in minutes, not days.
In short
Certificate of insurance work is a stream of small, urgent interruptions that eat an account manager's day. Clarix reads each holder's requirements against the bound policy, drafts the certificate for review, and distributes it once approved. It logs every certificate issued and tracks the ones that expire. The result is fewer interruptions and a clean record of what went out, to whom, and when.
Built for teams losing days to the queue.
Account managers and operations leads at agencies, MGAs, program administrators, and carriers handling certificates.
The documents already on your desk.
- Certificate holder requirement letters and emails
- The bound policy and its coverages and limits
- Additional insured and waiver of subrogation requests
- Recurring holder lists
How the work moves.
01
Read the holder's requirements from email or request.
02
Check them against the bound policy's coverages and limits.
03
Draft the certificate with the correct wording.
04
Route for one-click review, then distribute.
05
Log the certificate and track its expiration.
Where judgment stays with your team.
- Requirements that exceed or conflict with the policy.
- Non-standard wording or additional insured requests.
- Any certificate below your confidence threshold.
Inside the stack you already use.
Your AMS, certificate generation tools, carrier portals, and email.
Every action has a record.
Every issued certificate is logged with holder, coverage, timestamp, and source. Expirations tracked. Exportable on demand.
What changes operationally.
| Before, manual | With Clarix | |
|---|---|---|
| Turnaround | Hours to days per request | Minutes, for the routine ones |
| Verification | Checked by hand each time | Checked against the policy automatically |
| Tracking | Spreadsheets, missed renewals | Logged and expiration-tracked |
| Interruptions | Constant, all day | Review queue, on your terms |
Common questions.
Does it handle additional insureds and waivers?
What if a requirement exceeds the policy?
Does it distribute the certificate?
How are expirations tracked?
Who reviews non-standard certificate requests?
Hand off your certificate queue.
Bring a week of certificate requests. We will show Clarix working through them with review in the right places.