Automate Certificate of Insurance Creation 24/7

Certificate of insurance requests are one of the most frequent operational tasks in an agency — and one of the most repetitive. Each request requires reading coverage details from policies, creating the certificate, and fulfilling the request. We automate the entire COI lifecycle — from request detection to certificate creation and delivery — available 24/7.

60%Increase in team capacity

95%Improvement in request handling

98%Extraction accuracy

Alfabolt stepped in and took over support of our digital platform and internal systems, They quickly ramped up and were not only able to significantly improve our functionality, but saved us 50% on our hosting and infrastructure costs! After just a few short months they are a completely integrated part of our team!

Julie Zimmer

Chief Executive Officer - LuckyTruck

What impressed us most about Alfabolt was their unwavering commitment to meeting all deadlines and their outstanding communication. They consistently delivered on time, which greatly contributed to the smooth progression of our project. Their clear, proactive communication ensured that we were always on the same page, making the entire development process efficient and stress-free. This level of dedication and responsiveness truly set Alfabolt apart.

Maiuran Loganathan

Chief Executive Officer - Pine

Good, reliable developers who care about your project as much as you do are extremely hard to find. Alfabolt provides you with a team of such developers. They are very professional and always take the time and energy to do what's best for the project. I've really enjoyed working with them and know it won't be the last time.

Melanie Aronson

CEO - Panion

We were impressed with their response times and knowledge, especially from their senior developer that we hired.

Daniel Tovesson

CTO - Bej Technologies AB

How COI creation automation works.

From incoming request to delivered certificate — without manual intervention.

Monitor for Requests

Monitor email inboxes and portals for incoming COI requests. Identify and classify request types automatically.

Extract Policy Details

Extract coverages, limits, and specific clauses from policy records in your agency management system.

Create & Deliver

Automatically create the certificate using extracted policy details. Flag low-confidence results for manual review. Deliver to the requester.

COI creation capabilities.

24/7 COI Processing

COI requests are processed around the clock — weekends, holidays, after hours — without requiring staff availability.

Policy Data Extraction

Extract coverages, limits, additional insureds, and specific contract clauses from policy records automatically.

AMS Integration

Integrate directly with Applied Epic, AMS360, Zywave, and HUB International for seamless COI creation.

Why COI automation transforms agency operations.

COI requests are among the highest-volume, most predictable tasks in an agency. Automating them creates immediate capacity.

Instant request fulfillment

Brokers and customers get certificates in minutes instead of hours, improving satisfaction and reducing follow-up calls.

Staff freed from repetitive work

Every COI automated is 5-15 minutes of staff time recovered for higher-value tasks like selling and servicing.

Configurable confidence thresholds

Set custom confidence levels for auto-completion vs. manual review, maintaining quality control while maximizing throughput.

COI workflows we automate.

Email-based COI requests

Detect COI requests in email, extract requirements, and create certificates from policy records automatically.

Contractor COI management

Handle high-volume contractor COI requests with specific additional insured and waiver of subrogation requirements.

Bulk COI renewals

Process bulk COI updates at renewal time, updating certificates with new policy terms automatically.

Learn more

COI creation automation FAQs

Applied Epic, AMS360, Zywave, HUB International, and other major agency management systems. COI creation works alongside endorsement processing and policy servicing for complete policy lifecycle automation.

Yes. The system extracts specific coverage requirements including additional insured endorsements, waiver of subrogation, and primary/non-contributory language.

Customizable confidence thresholds trigger manual review for any certificate that does not meet your accuracy requirements.

Yes. For requests that meet your confidence thresholds, the entire process — from request detection to certificate delivery — runs automatically.