For independent P&C agencies
Certificates, renewals, and data-entry handled end-to-end, your producers freed to focus on work that grows the book.
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The full cert queue, end-to-end — drafted from your policy store, missing information collected automatically, signed off by your producer, delivered.
Application data keyed accurately from your documents and returned ready for producer review.
Expiring policies summarized with the changes that matter, assembled before the renewal conversation.
Driver and vehicle details gathered, missing pieces chased, prior pulls deduped, results filed to the account the moment they land. Your vendor account, your credentials — never ours to hold.
How it works
Certificate requests arrive by email or portal. Intake catches them the moment they land.
The request is checked against your active policies, missing info is chased, ACORD is filled in, complexity is triaged for human review.
Your producer is sent the finished work with a full audit trail. One-click approve sends the signed certificate to the requester.
Above-the-board compliance
You load only the active commercial policies you choose — never your full book. The less we hold, the less is ever at risk.
You load only the active commercial policies you choose, never your full book.
Your policy data never touches the public internet. It stays on a private server — encrypted, isolated per agency, with every access logged.
Producer sign-off on every cert, full audit trail behind it. Your compliance posture stays in-house, not outsourced.
Your producer signs off on every client-facing output. Yozona never binds, quotes, or advises on coverage.
Access is yours to grant and revoke — never our precondition.
Pricing
Founding Seat
$200/mo
Setup quoted on the call.
FAQ
From document handoff, Yozona is live within five business days. Your producers are back on revenue work while the queue is carried end-to-end.
Missing details are chased automatically and the request is triaged. Complexity is flagged for human review; routine requests keep moving without a CSR babysitting the thread.
You load only the active commercial policies you choose, never your full book. Your policy data never touches the public internet, with producer sign-off and a full audit trail behind every touch.
Yozona is a managed service, not a prompt. A licensed human stays in the loop with sign-off on every client-facing output. You get finished outcomes — delivered certificates, not drafts to chase.
No. Yozona runs month-to-month with no annual commitment. You get a dashboard showing volume handled, certificates delivered, what's in flight, and the outcome mix. The work has to earn its seat each month, visibly.
Nothing sits, nothing dropped, producers freed to focus on the work that grows the book.
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