Resources
Insurance agency operations resources
Find a process guide when you need to decide how the work should run, or an editable checklist when you need to collect information and track the next action. Start with the task on your desk.
About Decla
Guide
Decla FAQ: What Agencies Ask Before They Start
These are the questions agency owners, account managers and CSRs ask us most on demo calls, with straight answers, including where Decla still needs a person to finish the work. If your question is…
Guide
How Agencies Use Decla, and Where a Person Still Belongs
A task marked complete isn't the same as work that landed. So when we talk about what Decla does well, we mean work that actually got done: a reviewable draft, the right AMS record, a filled form,…
Guide
What Is Decla? AI for Insurance Agency Operations
Decla is AI software for independent insurance agencies and brokerages. It connects to your agency management system (AMS), your email and your carrier portals, then does back-office work inside th…
Certificates of insurance
Template / checklist
Free Certificate of Insurance Request Toolkit
Four tools for certificate of insurance requests in one Excel file: a checklist to run before anything goes out, a cheat sheet for which endorsement provides what, reply templates for the awkward e…
Guide
How to Handle Certificate of Insurance Requests: A Step-by-Step Guide for CSRs
It’s Thursday afternoon. A contractor client forwards an email from a property manager: they need a certificate of insurance by Friday, with their company named as additional insured and 30 days’ n…
Loss runs
Guide
How to Request Loss Runs: A Step-by-Step Guide for Agencies
A renewal submission is due to the underwriter in two weeks. They want five years of currently valued loss runs. The account has had three carriers in that time, and one policy was replaced midterm…
Guide
What Is a Loss Run? How to Read One (With Example)
A loss run is an insurance company’s report of the claims on a policy: each claim’s date, description and status, and how much has been paid and set aside for it, as of a specific date. It’s also c…