Overview
Certificate of Insurance Requests in Expert Insured centralize intake, routing, issuance, and tracking for COIs. Requests move from submission to fulfillment with clear ownership, automated validations, and a complete audit trail.
Built into Workflow and Task Management, this capability helps MGAs, MGUs, wholesalers, and carriers protect timelines and compliance while reducing manual follow-up. Expert Insured brings this to life as an agency management system and modern insurance management platform.
Why it Matters
- Reduces E&O exposure with policy-linked data, template controls, and recorded approvals.
- Improves turnaround with queue routing, SLA timers, and automated escalations.
- Ensures holder-specific wording aligns to LOB and carrier rules at scale.
- Provides audit-ready history for certificates, reissues, and communications.
Who it is For
- Industry segments: MGAs, MGUs, and Program Administrators, Wholesalers, and Carriers
- Lines of business: Commercial Specialty, Transportation, Workers Compensation, and Personal Lines
- Teams: Policy servicing, underwriting support, issuance, and compliance operations
How it Works
- Centralized intake from email, portal, and internal requests, auto-routed to the right queue using Role-Based Tasks Assignment and Queues
- Policy-aware prefill of insured details, limits, forms, and endorsements from Policy Management
- Configurable certificate templates and holder profiles tied to LOB and carrier rules using Custom LOB and Carrier Workflows
- SLA timers, alerts, and automated escalations with SLA Tracking and Escalations
- End-to-end orchestration from request to issuance and reissue in the Issuance Workflow
- Broker collaboration and third-party certificate coordination via Brokerage Workflow
- Bulk actions for renewals and mass holder updates aligned with New Business and Renewals
- Full audit log, versioning of forms, and exportable history for compliance reviews
Why Expert Insured is Best for Certificate of Insurance Requests
Expert Insured unifies certificate requests within the same data model and task engine that powers underwriting, issuance, and policy servicing. Because it is an agency management system with deep Policy Management integration, certificate details stay synchronized with coverage changes. Role-based queues, SLA enforcement, and configurable LOB and carrier rules are native features, not add-ons. The result is an insurance operations platform that shortens cycle times, enforces consistency, and stands up to audits without extra tooling.