Simple monthly plans for your certificate desk
Pick the hours your agency needs, by day or overnight. Setup is free, every plan starts with a 2-week free trial, and there's no long contract.
CertsDesk is run by the team at Xassure.
- 4.7Trustpilot rating
- 100+Clients served
- 150+Team of specialists
- Since 2002In insurance services
Choose your plan
Day Time: your certificate team works during your US business hours, for same-day and rush certificates and holders who are waiting.
Lite
10 hours a week, about 2 hours a day
$700 / month
About $16.15 an hour
Start 2-week free trialStarter
20 hours a week, part-time
$1,100 / month
About $12.69 an hour
Start 2-week free trialProfessional
Full-time40 hours a week, full-time
$2,000 / month
About $11.54 an hour
Start 2-week free trial
Every plan includes
- A dedicated, insurance-trained certificate specialist
- A Delivery Manager and a backup specialist
- Every certificate and evidence type, including renewal re-issues
- Step-by-step checklist and a second review
- Your branded request page and customer sign-in
- Daily end-of-day report by email
- Live request tracking in your agency app
- 1099 all-inclusive
- Priority support
Why is Overnight 20% less?
For daytime work, our team works night shifts in India to match your hours. Overnight work happens during their normal daytime hours, so it costs less, and we pass the saving on. Mix and match: add Overnight hours to any daytime plan. How Overnight works
- Free for 2 weeks. Full trial, no credit card, cancel without questions.
- Setup is free. We start on your certificates within a few days of getting AMS access.
- More than 40 hours? Book a call and we'll scope a larger team.
Hand it off at 6 pm. It's done when you open.
Overnight plans are for the certificate work no one is waiting on live. Our team works during your night, which is their normal daytime in India, so Overnight costs 20% less: $560, $880 or $1,600 a month for 10, 20 or 40 hours a week.
- 6 pm
You hand off
Your team leaves the day's certificate requests and renewals in the queue.
- Overnight
We work through your night
Our team in India prepares and checks them during their normal daytime hours.
- 8 am
Ready when you open
Done by 8 am your local time, Pacific, Central or Eastern, with your end-of-day report.
Great for Overnight
- Renewal certificates and re-issues to every holder
- Certificates that can be delivered within 24 hours
- Evidence of insurance for lenders and mortgagee changes
- Holder, additional insured and address updates
- Filing issued certificates against the insured
- Master certificate and holder list clean-ups
- Any certificate work that doesn't need live processing
Better in the daytime
- Same-day rush certificates during your business hours
- A holder or contractor waiting on the phone
- Live emails from clients and lenders
- Anything a client is waiting on in real time
Need both? Add Overnight hours to any daytime plan.
Clear terms. No surprises.
Month to month
No long-term contract. Give one month's notice when you want to stop.
Two weeks free
No credit card. If the trial isn't working out, cancel with no questions asked.
Pay after the trial
Billing starts when your free trial ends. You pay monthly, in advance.
Paid in the US
You pay Xassure locally in the US, on a 1099. No overseas payments.
One monthly price. Everything included.
Your certificate specialist
Insurance-trained, working in your AMS 10, 20 or 40 hours a week.
A Delivery Manager
Runs your account and is your single point of contact.
A backup specialist
Covers vacations, sick days and anyone leaving, so certificates keep going out.
US-licensed supervision
Our team is supervised by US-licensed staff.
E&O insurance
Xassure carries E&O insurance.
Checklist and second review
Your agency's own steps on every certificate, and a second person on complex ones.
Your request page
Your logo and colours. Holders request, customers sign in and download their own.
Sent under your name
Certificates go out from your own email address. Your clients never see CertsDesk.
Renewals handled
We tell you which certificates a renewal affects and re-issue them to every holder.
Office, power and internet
Backup power, backup internet and secure systems at our offices.
Onboarding
Your AMS steps, holders and wording rules set up before your first request.
Daily report
Every certificate by insured, emailed each day. Live tracking in your app.
Pricing questions
What is an Overnight plan?
Our team works during your US night, which is normal daytime in India, on certificates no one is waiting on live. It costs 20% less and the work is ready by 8 am your local time, Pacific, Central or Eastern.
Which certificates suit Overnight?
Renewal re-issues, certificates that can be delivered within 24 hours, lender evidence and mortgagee changes, holder updates, filing and clean-up projects. Same-day rush requests and anyone waiting live are better in the daytime.
Can we combine Day Time and Overnight?
Yes. Mix and match any plans, for example daytime hours for rush requests plus Overnight hours for renewal re-issues.
Is there a long-term contract?
No. It's month to month, with one month's notice to cancel.
When do we start paying?
After your free trial ends. You pay monthly, in advance, locally in the US on a 1099.
What if the free trial isn't working out?
Cancel. No questions asked, and you pay nothing for the trial.
Is setup included?
Yes. Setup is free: your AMS steps, holder rules, wording, request page and email are all part of it.
Can I change my hours later?
Yes. Move between plans as your volume changes. For more than 40 hours a week, we scope a larger team.
Two weeks free. Setup free. No questions asked.
Forward one request and see the finished certificate.