Certificates of Insurance
Timely COI issuance and tracking, following your agency's rules for holders and wording.
Certificates of Insurance
Certificate requests are constant and often urgent. We process certificate requests according to your agency's rules, escalate anything that needs a licensed review, and keep certificate holder records organized.
- Rules sheet per client or program
- Request log with turnaround reporting
- Spot checks of issued certificates
- Follows your procedures, inside your systems
Challenges we help with
Certificate requests interrupt account managers throughout the day.
Non-standard requests (additional insured, waiver wording) are hard to triage quickly.
Holder lists and master certificates drift out of date.
What’s included
- Issuing standard certificates from approved master certificates
- Maintaining certificate holder records
- Logging requests and sending completed certificates
- Identifying requests that need endorsements or special wording
Not included, or only with your approval
- Adding wording or coverage that is not supported by the policy
- Approving non-standard requests without a licensed reviewer
How the work flows
- Requests come into a shared COI inbox or your AMS.
- Standard requests are issued from approved masters following your rules.
- Non-standard requests are routed to your designated reviewer with a summary.
Quality checks
Rules sheet per client or program
Request log with turnaround reporting
Spot checks of issued certificates
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
If the policy and your rules clearly allow it, we follow the documented process. Otherwise the request is escalated to your licensed reviewer.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.