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The system of record for the business, not for the contact.

One record per business, with its locations, its owners, its entity history and every conversation attached to it. Not a contact list with a policy field bolted on.

The account record is also where public-record evidence lands: folio, permits, year built, wind design. Every value carries the source and the date it was fetched, so a producer can tell a carrier where a number came from without opening a county website.

What it does

The account screen in EZLynx, plus the spreadsheet nobody admits to.

  • Structured the way commercial lines actually works

    Locations, buildings and exposures live under the account, so a schedule of values is a view of the record rather than a spreadsheet somebody emailed.

  • An activity history you can defend

    Every change is an append-only audit entry with the person, the time and the before-and-after value. Nothing in Certova can be edited without leaving that trail.

  • Verified business identity

    Business identity is verified against the state registry, so the named insured on the certificate matches the entity that actually holds the contract.

See this in the walkthrough

The walkthrough shows this module doing the work on a real account, end to end.

See it working