• Account Support

    Handling certificate requests (COIs), policy changes, and evidence of insurance with 2-hour turnaround times.

    • ✓ COI Issuance
    • ✓ Endorsement Processing
  • Claims Coordinator

    Managing First Notice of Loss (FNOL), tracking claim status, and coordinating between adjusters and clients.

    • ✓ FNOL Intake
    • ✓ Adjuster Liaison
  • Underwriting Admin

    Data entry for submissions, ordering reports (MVRs, Clues), and pre-screening applications against appetite guides.

    • ✓ Quote Preparation
    • ✓ Compliance Auditing

Enterprise-Grade Data Protection.

Handling sensitive policyholder data requires more than just a home office. ClinAid professionals operate from our Managed Campuses, ensuring your agency remains compliant with state and federal privacy regulations.

PII Compliance

Strict data-handling protocols to protect social security numbers and medical history.


Secure VPN

Encrypted tunnels for all AMS and carrier portal access.

Onboarding Roadmap

Find and deploy your managed talent in 7 days.


  • Strategy Consultation

    Book a discovery call to define your role, industry, and software platforms. Our engine identifies certified talent matches.
    Day 1

  • Interview & Select

    Review our top-tier, pre-vetted candidates. Interview on your schedule with zero fees until you find the perfect fit.
    Day 5

  • Managed Onboarding

    We handle hardware, campus access, payroll, and compliance. Your Success Manager ensures a fully managed kick-off.
    Day 7

  • Go Live & Scale

    Your team is active, equipped, and supported. We manage the day-to-day so you can focus on core clinical growth.
    Day 14

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