COI automation for insurance agencies: AI tracks, verifies, and issues certificates automatically—saving 10-20 hours per week.
ACORD automation | Policy renewal automation | Pricing
Book Free AI AuditIf any of these sound familiar, you need COI automation:
Everything you need to manage certificates at scale
AI sends certificate requests to insureds automatically 30/60/90 days before expiration. No manual follow-up needed.
Upload any COI and AI verifies coverage limits, additional insureds, and policy dates against your requirements in seconds.
Generate certificates directly from your AMS data. AI pre-fills all fields—just review and send.
Proactive notifications for expiring certificates. Never be caught with lapsed coverage again.
Dashboard showing which clients/vendors are compliant, pending, or non-compliant at a glance.
Syncs with Applied Epic, AMS360, HawkSoft. COI data flows to and from your system automatically.
Track client certificates, automate renewal reminders, verify contractor coverage for commercial lines.
Process high volumes of certificate requests, verify underlying coverage, maintain compliance records.
Track vendor compliance, verify subcontractor coverage meets contract requirements automatically.
COI automation uses AI to handle the entire certificate of insurance lifecycle—from requesting certificates from insureds, verifying coverage meets requirements, tracking expiration dates, and issuing new certificates. It eliminates 90% of manual COI management work.
Upload or email a COI PDF. AI extracts all fields (insured name, policy numbers, limits, additional insureds, dates) and compares against your requirements. Within 30 seconds, you know if the certificate is compliant or what's missing.
Yes. We integrate with Applied Epic, AMS360, HawkSoft, EZLynx, and other major AMS platforms. COI data syncs automatically—no CSV exports or double entry required.
Agencies typically save 10-20 hours per week on COI management tasks. For larger books with 500+ clients, the savings are even greater. Most agencies see full ROI in the first month.
Our AI handles all standard ACORD 25 certificates and most carrier-specific formats. For unusual formats, the system flags them for quick manual review rather than guessing.
See how much time your team can save with automated certificate management.
Get Free COI Automation Assessment →Get a tailored workflow plan with ROI estimate for your use case.
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