FAQ
Questions, Answered
How quickly can Yozona begin processing COIs for my agency?
Five business days from your document handoff. We stand up the intake and load the policies you choose.
Will Yozona integrate with my agency's existing software?
Yozona runs alongside your AMS, not through it. Requests come in by email or form; finished work comes back for your team to check off in your system. A two-way API to automate that handoff is on the roadmap.
How does Yozona protect confidential policyholder data?
By holding as little of it as possible and logging every touch. You load only the active commercial policies you choose, never your full book. Each agency's store is isolated, encrypted in transit and at rest, and every access, draft, and approval lands in an audit trail you can review. A Data Processing Agreement is signed before any policy data loads, covering purpose limitation, sub-processors, retention, and deletion.
How is Yozona different from a chatbot or copilot?
A chatbot is software your team operates. Yozona is a managed desk: requests in, finished work back with a one-click sign-off. Nothing to learn, nothing to configure, no one on your team running software. You get outcomes, not another tab to check.
What happens when a request arrives missing information?
It gets chased automatically. The system replies to the requester for exactly the missing piece, logs the open item where your agency can see it, and keeps after it until the certificate can go out correctly. The chase is the automated work taken off the plate from your team.
Is there a long-term contract?
Pricing is listed month-to-month, with bulk discounts available. Setup plus a monthly retainer, the work has to earn its seat.