Automated COI Processing and Issuance

What does this mean?

Account managers meet the 24‑hour SLA consistently with fewer errors and less manual lookup, improving client responsiveness and freeing time for higher‑value work.

How it works?

Receives certificate of insurance requests, pulls policy and endorsement details from the agency management system, checks for coverage gaps against the requester’s requirements, and generates a client‑ready COI with notes or referral flags for approvals.

Workflow steps

Step 1: Receive COI request

The Workflow triggers when a certificate of insurance request arrives—whether through email, a client portal submission, or a webhook from your agency management system.

Step 2: Pull policy and endorsement details

Cassidy connects to your agency management system via API to retrieve the relevant policy documents, endorsement schedules, and coverage limits for the client in question.

Step 3: Analyze coverage requirements

Using a Generate Text with Cassidy Assistant action, the Workflow reasons over the requester's specific coverage requirements against the pulled policy details—identifying any gaps, exclusions, or limits that don't meet the stated needs.

Step 4: Route exceptions for review

If coverage gaps or special conditions are detected, the Workflow uses Paths to flag the request and route it to an underwriter or senior account manager for approval before proceeding.

Step 5: Generate client-ready COI

Once requirements are validated, Cassidy drafts a precise, client-ready certificate of insurance complete with accurate coverage details, holder information, and any relevant notes or conditions.

Step 6: Deliver COI and log activity

The completed COI is sent to the requester via email and logged back to your agency management system—ensuring full visibility and audit trail while keeping account managers on track to meet the 24-hour SLA.