Certificate of Insurance Issuance demo
Certificate requests read with their contracts, checked against the policy, and issued only when the coverage is really there. 1:14
What the demo shows
A COI solution that checks each request and its contract against the policy before issuing.
Six agents read each request and its contract, list every insurance requirement and match it to the policy's own wording: form, edition, schedule and conditions. The certificate fills only when every row is met or overridden with a reason, so a specialist issues the same day and states only what the policy gives.
Transcript
- Certificate of Insurance Issuance checks each request and its contract against the policy.
- One in 25 agency E&O claims involves a certificate.
- Halvorson-Turner sends a 46-page subcontract for Cobalt Ridge.
- Agents match 12 requirements to the policy, side by side.
- Primary and non-contributory is matched to the endorsement's wording, not a checkbox.
- But the comp waiver names another job.
- The row is red.
- Nothing fills. Dana sends the drafted request.
- A blanket waiver for $1,836.
- The endorsement arrives and turns the row green.
- Dana overrides the notice row, and it fills.
- Issued the same morning, promising nothing the policy doesn't give Built on Botminds: agents, data, screens, and governance on one platform
Transcribed from the film’s narration. Captions are on the player.