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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
Contractors used to hound us - now it’s quiet. That says everything.
- Robert E., Account Manager
No more chasing templates or forms. They just handle it.
- Priya R., Service Staff
The system integration was seamless. No extra logins.
- Kevin R., Systems Admin
We onboarded in 4 days and were live the next Monday.
- Tyler B., Office Manager
If you want to understand how COI processing connects to quoting, policy administration, renewals, and broader operational support, the pages below describe how each part of the Selectsys platform ties into certificate workflows.
If you want a quick reference for any of the terminology mentioned on this page, you can review the Glossary for clear definitions and context.
To understand how certificates fit into the wider servicing process, the operating model page explains how COI work connects to endorsements and policy updates.
COI handling sits in the Issuance & Servicing node of the Operating Model.