Backlogs and Delays from Manual Endorsement Processing

$10,000–$30,000/month in overtime and rework for high‑value accounts, plus revenue risk if key real estate clients move to competitors over repeated delays on evidence of coverage and endorsements required by lenders and tenants. • $1000-$3000 daily across multiple delayed endorsements • $1000-3000 per delayed endorsement in lost capacity and productivity

Compliance and service staff collect requests via email or spreadsheets from client contacts, manually assign them to CSRs or processors, and maintain large Excel trackers or shared lists to follow up with carriers and ensure all related endorsements are issued. • Compliance and service staff keep bespoke tracking lists in Excel or notebooks for VIP accounts, manually nudge carriers for endorsements, and cross‑check paper files or AMS notes before client reviews, because the underlying processing backlog makes it hard to be sure everything has been updated. • Compliance and service teams track property‑level endorsement needs in shared spreadsheets, manually update AMS locations, log into multiple carriers to push changes, and email or call underwriters repeatedly until all endorsements are issued, often keeping parallel paper or Excel logs to monitor backlog status.