Forward any certificate of insurance request. COI Autopilot reads it, finds the insured and their policies, and drafts the certificate in seconds. Your team reviews it and clicks Approve & Send.
Contractors, landlords, venues and lenders all want proof of coverage, and they want it today. Every request means finding the client, pulling the policies, typing the holder, adding the wording and emailing a PDF.
Certificate requests arrive every day of the year, in every format, from people who are not your clients.
The policy data already exists. Your team just moves it from one screen to another, one certificate at a time.
Every hour spent on certificates is an hour not spent quoting, renewing and growing the book.
Upload a policy export from any agency system or spreadsheet. Insureds, carriers, policy numbers, terms and limits are ready in minutes.
Every agency gets its own certificate inbox. Forward requests there, or set an Outlook or Gmail rule and never touch them again.
AI reads the request, matches the insured and policies, adds the requested wording and drafts the certificate. You review, then click Approve & Send.
Free-form emails, forwarded threads and pasted text. It pulls the insured, holder, address, project and special wording.
Finds the insured by name or by the sender's email, then selects every active policy automatically.
Additional insured, waiver of subrogation and primary and non-contributory language are drafted for review.
Every certificate needs a person to click approve. Expired policies are flagged and every approval is recorded.
Certificates go to the holder and requester from your agency name, and replies come straight back to your inbox.
AMS360, Applied Epic, HawkSoft, EZLynx, QQCatalyst, carrier portals or spreadsheets. If it exports a CSV, it works.
Estimate assumes review and approval takes about 1 minute per certificate with COI Autopilot.
Every plan starts with a 3-day free trial. Cancel before it ends and you pay nothing.
No. COI Autopilot drafts the certificate and notifies your team. Nothing leaves until someone on your team reviews it and clicks Approve & Send, and that approval is recorded with their name and the time.
No. It works for any agency or team that issues certificates: independent agencies, captive agents, brokerages, MGAs, wholesalers and in-house risk teams. If you can export a policy list, you can use it.
No integration is required. Export your active policies to CSV from your system or carrier portal and import them. Re-import any time to update renewals. You can also add policies by hand.
A clean certificate of liability insurance with producer, insured, coverages, limits, description of operations, certificate holder and an authorized representative signature from the approving team member. If a contract requires a specific industry form, keep using it for that request and let COI Autopilot handle the rest.
You see the original email next to the draft, and every field can be edited before approval. If an insured cannot be matched or details are missing, the request is flagged so your team can finish it in a few clicks.
Traffic is encrypted over HTTPS, every agency's data is kept separate, certificates are only available to signed-in members of your agency, and every request and approval is logged.
Yes. Plans are month to month. Manage or cancel your subscription from the billing page whenever you like.
Set up your certificate inbox today and approve your first certificate in minutes.
Start your 3-day free trial