Certificate of Insurance (COI) Generator
Generates ACORD 25/27/28 certificates automatically from policy data with same-day turnaround
What you need to use this
- ✓ Agency Management System
- ✓ ACORD Forms Software
What this agent does
- Creates certificates from policy data in AMS automatically
- Processes rush COI requests with same-day turnaround
- Handles additional insured and waiver of subrogation endorsements
- Tracks certificate expiration dates and renewal needs
- Manages certificate holder communications
- Maintains audit trail of all certificates issued
Examples of work it does
→ COI issued and delivered in 5 minutes vs 25 minutes manual
→ Processed 20 COI requests in 1 hour during peak period
→ Prevented contract loss with same-day COI delivery
→ Generated 150 certificates per month without dedicated staff
→ Zero COI errors in 6 months vs monthly errors previously
How to get started
1
Pick
Choose this agent for your business
2
Connect
Give it access
3
Done
Pay when work is done.
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Let's talk about how this fits your business
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