EzCOI.com Certificates of Insurance

What We Do

24/7 COIs

EzCOI’s web-based service allows the Insured to enter the Certificate Holder name and address into their own online certificate template anytime, day or night. Agents have complete control over which certificate requests they personally approve for release, and those that can be released automatically. Released COIs are immediately delivered directly to the Insured's email. The simple website also enables Insureds to request Additional Insureds, Waivers of Subrogation, or any necessary wording to the Description/Special Items Section. In these cases, EzCOI notifies the Agent of a pending COI request that needs review. Once the certificate is reviewed and approved by the Agent, or modified so it can be approved as required by the Agent, the COI is emailed to the Insured.

Reduce Agency Costs

EzCOI enables Agents to enhance their client's experience while reducing their Agency's costs. For a low monthly fee of $39.99, Agents can deliver an unlimited number of Certificates while dramatically reducing personnel costs without expensive software to buy or maintain. They can utilize the benefits for all of their Insureds or just a handful of select Insureds who have high COI demands, all for the same low monthly fee.

EzCOI.com White Paper

Problem:
Industry studies indicate that it costs the average Insurance Agency $7 to $34 in lost time and productivity for each Certificate of Insurance they issue. As certificate demands increase, Agents need new ways to reduce the time spent preparing, issuing, and updating COIs.

Purpose:
EzCOI.com gives Agents the opportunity to automate COI delivery to their selected Insureds. With EzCOI's service, the Agent can allow selected Insureds the ability to access their own, protected, COI template to add only the Certificate Holder name and address, and have a completed COI emailed back to them. For security purposes, Insureds have no access to the policy, coverage, or date sections of their COI.

Agents can also use the EzCOI.com website to centralize, manage, and simplify their own COI issuing activities.

Either way, EzCOI.com keeps a record of all COIs delivered while Agents benefit by reducing the time and effort they spend keeping up with COI demands.

Process:
Agent signs in and completes a COI template for their Insured showing policies, coverages, and dates. No Certificate holder info is entered at this time. This template is saved for future COIs needed by the Agent or Insured. Policy, coverage, and date info is entered one time only.

Agent offers selected Insureds direct access to EzCOI. Whenever a COI is needed, the Insured merely logs in, provides just the Certificate Holder name and address, and receives their own, completed COI via email. Insured can access their own COI, 24/7 using their desktop or mobile device. Insureds have no access to policy, coverage, or date areas of the COI.

Two security levels provide the Agent with complete control over the issuing of COIs.

Level One prevents any COI’s from being issued without the Agent's approval via the automated email notification system.

Level Two allows automatic emailing of a completed COI directly to the insured only in cases where the Insured has added nothing more than Certificate Holder name and address. Any request for Additional Insured, Waiver of Subrogation, or anything else, prevents the COI from being generated and results in an approval request being emailed to the Agent. This way, the Agent has complete control over how the service responds to the Insured's certificate request.

You select which of your Insureds have access to their own COI as well as which security level desired for each Insured. Or, you can merely use EzCOI.com to help simplify your own issuing of certificates. Either way, EzCOI.com is designed to provide Agents with the flexibility they need to safely and securely address their COI workload.

EzCOI is available for only $39.99 per month with unlimited usage. Visit www.EzCOI.com for informative videos and a 10 day free trial.