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Trained teams handle COI intake, validation, issuance, and delivery - directly in your AMS, no ticketing delays.
Handling Certificates of Insurance (COIs) is one of the most time-consuming and error-prone tasks in an insurance agency’s back office. At Selectsys, we offer dedicated COI processing teams who work inside your AMS, CRM, or agency system. From intake and validation to issuance and delivery, we streamline the entire process-helping you respond faster and reduce compliance risk.
Many agencies struggle to stay ahead of daily certificate requests. Our blog on eliminating the COI backlog outlines how we handle this inside your AMS.
COI Processing highlights how automated COI support improves turnaround and compliance.
Our COI turnaround went from 2 days to under 4 hours.
- Sandra C., Ops Lead
No more chasing templates or forms. They just handle it.
- Priya R., Service Staff
The QA process is rock solid - no errors, no rework.
- Joe W., QA Reviewer
They made our manual COI process obsolete overnight.
- Emily V., Service Rep
Their Epic knowledge blew us away - setup was instant.
- Amanda S., CSR
COI handling sits in the Issuance & Servicing node of the Operating Model.