# Certificate of Insurance (COI) Fulfillment — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# Certificate of Insurance (COI) Fulfillment

Fulfill certificate of insurance requests quickly.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Receives the request with specific third-party requirements .

Generates the certificate matching the exact requirements requested, pulled from the policy system's coverage data.

Obtains confirmation from the policyholder that it meets the third party's needs .

Logs all COI requests for the account for future reference.

## Data sources

Policy administration coverage data COI template requirements

## What it targets

COI requests fulfilled within 4 business hours Target 90%