Questions, Answered

Within five business days. Onboarding covers standing up your dedicated intake and loading the active commercial policies you choose to put on the desk. The longest step is usually the document handoff on your side — once your policies are in, the desk is live and processing certificates.

It doesn't need to — and that's by design. The core service runs entirely outside your systems: requests arrive through a dedicated intake email or your website's form, and finished work comes back to your producer for sign-off. Nothing to install, no credentials to hand over, nothing for your team to learn. If you later want a tighter connection, a scoped, read-only link to your management system is an option you can switch on — access is always yours to grant and revoke, never our precondition.

By holding as little of it as possible and accounting for every touch. You load only the active commercial policies you choose — never your full book. Your store is isolated from every other client, encrypted in transit and at rest, and every access, draft, and approval lands in an audit trail you can review. Each engagement is governed by a Data Processing Agreement covering purpose limitation, retention, and deletion when you offboard.

A chatbot is a tool your team has to operate — prompt it, check it, manage it. Yozona is a managed desk: requests go in, finished work comes back with a one-click sign-off for your producer. Nothing to learn, nothing to configure, nobody on your team running software. You see outcomes, not another tab.

It gets chased automatically. The system replies to the requester for exactly the missing piece, logs the open item so your agency can see it, and keeps the thread moving until the certificate can go out right. That loop is the heart of the service: nothing sits, nothing gets dropped, nothing goes out wrong.

Your licensed producer — every client-facing output, every time. Yozona drafts and processes; your agency approves with one click. We never bind, quote, or advise on coverage. That sign-off is your accuracy and E&O control, and it stays with you.

No. Engagements are month-to-month with no annual commitment. You pay setup plus the monthly retainer from day one, and you can walk away any month — the work has to earn its seat.