Operate the Book · Policy Service
The work gets done. Your team doesn't have to chase it.
Managed policy servicing for designated accounts — intake through completion, including the carrier interaction and the follow-up that usually falls to whoever has time.
Service Lane
Policy Service
The work gets done. Your team doesn't have to chase it.
Routine servicing fragments responsibility
A policy change is rarely one action. It is a request, a carrier submission, a wait, a follow-up, a document, a check, and a confirmation to the insured — spread across days and usually across people. The work is not difficult. Keeping track of forty of them at once is.
What it looks like day to day
- Requests that stall because nobody owns the follow-up
- Insureds calling to ask where their endorsement is
- Documents received but never checked or filed
- Senior staff interrupted for status rather than judgment
What Layr's operating data shows
7.5
Linked activities per active endorsement service request
First half of 2026 · Substantially more effort per service request than a certificate request.
Endorsements were just over 5% of service requests in the first half of 2026 but carried an average of 7.5 recorded linked activities per active request — substantially more than a certificate request. Counting requests alone would under-resource exactly this work.
The full operating pictureTransaction intake through completion
Every delegated request enters Layr through a single intake, is routed to the lane that handles that kind of work, and stays owned until it is finished — including the carrier chase and the confirmation back to the insured.
- 01IntakeThe request is received, classified and logged against the account.
- 02SubmitCarrier interaction begins, with the documentation the carrier requires.
- 03Follow upOutstanding items are chased until the carrier responds.
- 04CompleteDocuments are received and checked, records updated, and the insured told.
What Layr takes on
- Service request intake and classification
- Endorsement processing
- Carrier submission and correspondence
- Follow-up until completion
- Document receipt and checking
- Insured communication under your brand
- Record and AMS updates
Design this around your actual book.
Four questions, then a presentation built around your agency — your logo, your colors, and a link you can keep and share.