Three workflows. One portal.
Every COI auditable.
ACORD 25 / 27 / 28 templates, coverage-rule guardrails, native e-sign, and a tamper-evident audit trail your E&O carrier will actually thank you for.
Every way a cert gets requested.
One substrate, three entry points. Same forms, same e-sign, same audit log — no matter who triggers the work.
From request to delivered
in under 90 seconds.
When the CSR opens a new cert, every field that can autofill, does. Policy data, holder defaults, your agency's template style — pulled in before they type a word.
- 01 Pull policyautofill from AMS, last issued cert, or CSV
- 02 Pick templateACORD 25 / 27 / 28 or your agency default
- 03 Sign & deliverPDF + branded email + audit-log entry
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
Your insured at 10 p.m. Sunday.
The branded portal lives at cooper.koffyr.com. The insured logs in, picks a holder, and issues — within guardrails you defined once.
- 01 Branded portal<agency>.koffyr.com · agency logo + colors
- 02 Per-policy guardrailsallow-list holders · cap limits · block coverage edits
- 03 Routes to your logevery self-issued cert lands in the audit trail
The GC asks. Koffyr already knows.
A property manager or general contractor hits the request link. Koffyr matches the request to your insured's active policies before you see it.
- 01 Public formlives on the insured’s portal · no requester login
- 02 Auto-matchagainst insured’s active policies · holder address normalization
- 03 Review & issueagent sees the match · 1-click delivers
- 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
Built for the way agencies actually work.
Coverage-rule guardrails
The E&O moat. Per-template min limits, per-holder allow-lists, per-line-of-business carve-outs. Won’t let you issue a cert your policy can’t back.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
Native e-sign
ESIGN, UETA, eIDAS-compliant out of the box. No DocuSign middleware, no per-envelope fees, no “is this signature good enough?” guesswork.
Immutable audit trail
Every action stamped and tamper-evident. One-click export to PDF + CSV for your E&O renewal. Twelve months retained on every plan; PRO retains forever.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
- 14:08:22 · May 22 COI ISSUED agent · jane@cooper ACORD 25 · Cooper Construction → Riverside Property
- 14:07:51 · May 22 SIGNED agent · jane@cooper e-sign attached · UETA-compliant
- 14:07:38 · May 22 GUARDRAIL CHECK system GL Each Occ $1M ≥ template min $1M · PASS
- 14:06:55 · May 22 TEMPLATE LOADED agent · jane@cooper ACORD 25 · 03/2016
- 14:06:12 · May 22 AUTOFILL system pulled from policy ACE-04471-25
- 09:21:04 · May 22 REQUEST public form from riverside-pm.com · matched to Cooper Construction
Branded communications
Email and SMS from your domain, your sender, your colors. Not Koffyr’s. Your insured never sees us — except in tiny grey type in the footer.
Works with your AMS — or without.
CSV import today. Native HawkSoft + EZLynx integration on the 2027 roadmap. No AMS? Koffyr works on its own.
The honest comparisons.
Certificate Hero?
Vertafore-locked · enterprise-priced
DocuSign for COI?
a signature tool, not a workflow
myCOI?
built for risk managers tracking vendors