Issue COIs in under 90 seconds.
Run every client intake from one branded portal.
The branded client-intake portal for independent P&C agencies. Three COI workflows, one audit trail, zero per-seat fees — works alongside any AMS.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
Your CSR is back on COIs. Again.
We've sat next to enough CSRs to know what Thursday afternoon looks like, and what Monday morning carries forward.
One portal, every COI.
Agent, insured, or third-party requester — all three workflows run on the same substrate. Same forms. Same e-sign. Same audit log.
The agent opens a new COI. The portal fills in the rest.
Policy data autofills from your AMS or last issued cert. Coverage-rule guardrails catch the mistakes that would've landed in your E&O carrier's lap. Sign and deliver in one motion.
- 01 Policy autofill from AMS or CSV
- 02 Coverage-rule guardrails enforce limits
- 03 E-sign + branded delivery in one step
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
Your insured at 10 p.m. Sunday. Your CSR at 9 a.m. Monday.
They self-issue certs from your branded portal — within the guardrails you set. You wake up to a clean audit log instead of a 14-email thread.
- 01 Branded portal ·
.koffyr.com - 02 Per-policy guardrails · cap limits · allow-list holders
- 03 Every self-issued cert routes to the agent’s log
The GC asks. Koffyr already knows the insured.
Property managers and general contractors request directly. Koffyr matches the request to your insured's live policy. You review in one click.
- 01 Public request form · no requester login
- 02 Auto-matched against insured’s active policies
- 03 Agent reviews the match · 1-click issues
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
- 2m ago matchedriverside-pm.com→ Cooper Construction LLC
- 14m ago matchedbaystate-gc.com→ Cooper Construction LLC
- 1h ago matchedvenue-permits@bcc→ Cooper Restaurant Group
- 3h ago reviewunknownno match · review
A platform for every client intake.
Koffyr ships with COI today. Renewal intake follows in Q3. ACORD new business in Q4. Loss runs in 2027 — all on the same branded portal, with the same audit trail.
COI Issuance live
Three workflows · ACORD 25/27/28 · branded portal
Renewal Intake
Pre-renewal questionnaire · doc collection · e-sign
ACORD New Business
ACORD 125/126/140 + carrier-specific supplements
Loss Runs
Automated collection · normalized export
An audit trail your carrier will love.
Every action stamped, tamper-evident, exportable as one PDF. ESIGN- and UETA-compliant e-sign built in — no DocuSign middleware.
- Period Jan 01 · 2025 — Dec 31 · 2025
- Certificates issued 1,247
- Self-service certs 843 (68%)
- Avg time to issue 1.5 min
- Guardrail blocks 11 (0.9%)
- Disputes 0
No per-seat surprises.
Unlimited · Unlimited users · custom subdomain + SMS
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