All agentsCOI Request Agent

Certificates of insurance

Full automation

COI Request Agent

Requests certificates of insurance through a web browser, start to finish.

Web browserCertificate holderAdditional insured
Certificate request
portal.yourbroker.example/certificates/new

New certificate request

Certificate holderNorthgate Health System
ProjectNorthgate Medical Center
Additional insuredOwner and general contractor
Description of operationsMechanical insulation, Phase 2
Submit requestSubmitted ✓
The agent works in a web browser, the same way a person would.
coi request agentexample activity
  1. COI REQUEST New request: Northgate Medical Center. Holder and additional insureds received. Starting.
  2. COI REQUEST Logged in to broker portal. Holder, project and wording entered. Entered.
  3. COI REQUEST Request submitted. Submitted.
  4. COI REQUEST Confirmation number documented in the request log. Done.

How it works

What the agent does

The agent runs every step on its own. No one has to touch it.

  1. Receive the request

    Takes the project, certificate holder and additional insured wording.

  2. Open the portal

    Logs in to the broker or carrier portal in a web browser.

  3. Enter the details

    Fills in the holder, project description and wording.

  4. Submit and document

    Submits the request and documents the confirmation number.

Inputs and outputs

What goes in, what comes out

What the agent needs to start, and what it hands back.

Goes in

Inputs

  • Project name and location
  • Certificate holder name and address
  • Additional insured and special wording

Comes out

Outputs

  • Submitted certificate request
  • Confirmation number documented in the request log

Example output

What the work looks like

Names and figures below are examples.

Certificate requestExample
Project
Northgate Medical Center
Holder
Northgate Health System
Additional insureds
Owner and general contractor
Submitted via
Broker portal, web browser
Submitted
10/12/2026 08:04
SubmittedNo human steps