Certificates and Endorsements on Demand
Generate certificates of insurance instantly, process evidence of insurance requests, and handle endorsements automatically. Self-service portals let certificate holders request what they need without calling your office.
Certificate Management Made Simple
Reduce certificate requests from hours to seconds
Instant COI Generation
Generate COI and EOI documents in seconds with Form Fill and accurate policy data pulled automatically.
Additional Insured
Handle additional insured requests with proper endorsement language. Maintain a database of common holders.
Self-Service Portal
Let certificate holders request and download COIs themselves 24/7 without staff involvement.
EOI Processing
Process evidence of insurance for landlords, lenders, and lessors with automated workflows.
Endorsement Requests
Submit endorsement requests to carriers automatically. Track status and receive notifications on completion.
Auto-Renewal Notices
Automatically send updated certificates to all holders when policies renew—no manual follow-up needed.
Client Portal Self-Management + End-to-End AI Assistant
Clients manage requests directly while AI Assistant handles orchestration from intake through final delivery.
Client Portal Self-Service
- Clients submit COI, EOI, and endorsement requests without calling the office
- Request status, confirmations, and completed documents are visible in one place
- Portal activity stays connected to the account record for audit-ready visibility
AI Assistant End-to-End Handling
- Classifies request intent and applies SOP rules automatically
- Uses Form Fill for document completion and delivery-ready outputs
- Loops for missing information, sends updates, and closes the workflow
Eliminate Certificate Request Backlog
See how automated COI management saves hours every week.
Schedule Your Demo