Financial Services · Insurance

Certificate of Insurance (COI) Fulfillment

Fulfill certificate of insurance requests quickly.

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

  1. Receives the request with specific third-party requirements.
  2. Generates the certificate matching the exact requirements requested, pulled from the policy system's coverage data.
  3. Obtains confirmation from the policyholder that it meets the third party's needs.
  4. 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%