COI Generation Software for Insurance Agencies

Generate, review, and send certificates of insurance from structured policy data without retyping forms.

InsurGrid helps teams collect policy details, map certificate holders and additional insureds, and produce COI workflows that are easier to track.

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Request details

Insured: Harbor Electrical LLC

Holder: Beacon Property Group

Coverage: GL, Auto, Umbrella

Delivery: Email with record

Generated certificate fields

Field

Source

Status

Limits

Policy data

Mapped

Additional insured

Request form

Reviewed

Expiration

Dec page

Synced

ACORD

Map data into certificate-ready fields.

1 record

Track request, issue, delivery, and updates.

Bulk

Support repeated holder requests and renewals.

Audit trail

Keep the evidence behind each certificate.

Built for high-volume certificate workflows

COIs are small documents that create big operational drag when every request starts from scratch.

Less manual entry

Pull policy details into the certificate workflow instead of copying limits, dates, and carrier fields by hand.

Cleaner request intake

Capture certificate holder, project, additional insured, and delivery details before the team starts issuing.

Better compliance records

Keep request history, policy source data, and delivery status together for later review.

Workflow handoff

Route certificate data into agency workflows, API use cases, and follow-up processes.

How COI generation works

Collect the request, map the policy data, and send the certificate with a record.

Collect the certificate request

Capture holder information, project details, delivery preferences, and any additional insured requirements.

Map policy fields

Use structured policy data for named insured, carriers, limits, effective dates, expiration dates, and endorsements.

Issue and track delivery

Send the certificate, preserve the request record, and support renewal or reissue workflows when details change.

COI fields and outputs

Give servicing teams the details they need to issue certificates with fewer gaps.

Named insuredAccount and legal entity

Certificate holderHolder name and address

Additional insuredRequired wording and status

Coverage linesGL, Auto, Umbrella, WC

LimitsPer occurrence and aggregate

Policy datesEffective and expiration dates

Carrier detailsCarrier and policy number

Delivery statusEmail, reissue, and archive record

Designed for servicing, renewals, and property workflows

Use COI generation when certificates are blocking onboarding, vendor compliance, leases, or project approvals.

Common workflows

Vendor onboarding

Collect certificate requirements and prepare COIs from current structured policy records.

Property manager batches

Manage repeat certificate requests across holders, locations, projects, and insureds without rebuilding each one manually.

Renewal reissues

Use refreshed policy data to update certificates when terms, limits, carriers, or coverage details change.

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COI generation FAQs

Answers for agencies trying to reduce manual certificate work.

What is COI generation software?

It helps insurance teams collect certificate requests, map policy data, generate certificate outputs, and preserve a record of delivery and updates.

What fields does InsurGrid use for certificates?

Common fields include named insured, holder details, policy numbers, coverage lines, limits, effective dates, expiration dates, and additional insured requirements.

Does COI generation replace policy review?

No. Teams should review certificate outputs and requirements before delivery, especially when special wording or endorsements are involved.

Where should teams go next?

Most teams connect COI workflows with policy data extraction, ACORD form generation, and API or integration handoffs.

Ready to speed up certificate workflows?

See how InsurGrid helps agencies collect, generate, and track COI workflows with less manual entry.

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