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Certificate of Insurance (COI)
Effortless COI Generation. Reduced Processing Delays.
Handle high-volume COI requests
Automatically handle COI requests from initial intake and
validation to final generation and distribution.
Certificate of Insurance (COI) Automation
High volumes of certificate requests can quickly overwhelm teams, leading to delays that frustrate clients. Our intelligent assistant handles the entire process by verifying active coverage and generating certificates instantly, meeting compliance requirements and client needs without manual intervention.
How it Works
Intake COI Request
Reads COI requests from email, web portals, or forms and classifies them by insured, project requirements, and certificate holder.
Policy Lookup
Automatically extracts the insured's current policies, coverage limits, and effective dates from AMS.
Certification Generation
Populates carrier-specific COI templates using policy data and generates certificates.
Approval and Distribution
Routes flagged certificates for human approval if needed; automatically sends approved COIs via email.
Key Features
Intelligent Extraction
Accurately extracts certificate holder information and other requirements from unstructured email requests and attachments.
AMS Validation
Pulls data directly from AMS to ensure all issued certificates reflect current policy limits and endorsements.
Template Versatility
Supports a wide range of documents and unique carrier-specific COI templates.
Reporting
Flags requests where current coverage doesn't meet requirements for CSR review.
Instant Distribution
Delivers COIs to holders immediately upon generation, reducing service backlogs and improving TAT.
High-Volume Handling
Processes high-volume COI requests, eliminating the burden of manual data entry.
Integrations & Supported Systems
AMS
Platforms
300+
Carriers
Multiple Sources
Realized Impact
150+
Certificates Issued Monthly
50+
Hours Saved Monthly
95%
Straight-through Processing
Frequently Asked Questions
Our intelligent assistant monitors your dedicated service inboxes and client portals for COI requests. It then uses AI to read the request, identifying the specific client, the policy required, and the details of the certificate holder.
Before generating a certificate, our intelligent assistant cross-references the request against your AMS to ensure the policy is active.
Once the certificate is generated, our intelligent assistant can automatically email it directly to the certificate holder using your agency’s approved email templates.
Yes. Our intelligent assistant is designed to handle hundreds of certificate requests and deliver COIs in minutes.
By automating the data entry, validation, and delivery of COIs, our intelligent assistant frees up your service team to focus on complex client needs.
Find How Insurance Agencies Scale with vBots
“Automation freed our licensed staff to focus on what matters - clients.”
“Adapting the bot has helped us save time. It's made the process more efficient.”
“Allowing the bots to streamline the process allowed our team to focus on the client side of the business.”
“You will not look back when you see the time you are giving back to your staff to invest in other areas of your agency. ”
“It's like adding a full-time employee without the extra hire.”
“vBots saved 60% of my time on reconciliations.”
“Go for it. Do not delay. It is definitely going to give you some time back in your day.”
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