Connect with customers, upload master COI templates once, and let our intelligent system handle generation and delivery automatically. Transform hours of manual work into seconds of automation.Upload COI templates once and automate certificate generation and delivery. Turn hours of work into seconds.
Powerful automation for insurance professionals
Authorize your corporate domain so every COI appears to come personally from you. No generic "noreply@" addresses. Build trust with professional delivery.
Upload one ACORD 25 per customer. Our system automatically overlays certificate holder details, project info, and handles text overflow intelligently.
Build and manage your customer network seamlessly. Receive instant notifications when customers request connections with your agency.
COI requests are processed automatically within seconds. Review, approve, and deliver certificates without manual data entry or PDF editing.
Track all customer requests in one centralized dashboard. Monitor status, view history, and manage your entire COI workflow efficiently.
Enterprise-grade security with encrypted data storage. Maintain compliance with insurance regulations and protect sensitive client information.
Get started in minutes with 3 simple steps
Claim your profile with corporate email verification. We authorize your domain for professional COI delivery.
Accept connection requests from customers. Upload their master COI templates and configure automation rules.
Incoming requests are processed automatically. Review, approve, and deliver certificates with one click.
Pay only for active customers. No hidden charges.
First 5 connected customers
Per month, per customer relationship
For 100+ active customers
Join agents saving hours every week with automated certificate delivery