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Process COIs Without Staff. Seconds Instead of 15 Minutes. Zero Errors.
After implementing Sourcy's COI automation, insurance agencies process certificate requests in seconds instead of 15–30 minutes, eliminate 3–5 hours of daily CSR time, and reduce E&O exposure from manual certificate errors. Contractors eliminate the spreadsheet-based tracking systems that miss expiration dates and allow uninsured subs hands-on. The entire workflow — intake, verification, issuance, delivery, and tracking — runs automatically.
Sourcy automates the entire certificate of insurance workflow — from intake to issuance to expiration tracking — eliminating 3–5 hours of daily admin work and reducing E&O exposure for insurance agencies and contractors.
How COI Automation Works
Request Received
COI request arrives via email, web form, or client portal. AI reads and classifies the request automatically.
Policy Verification
AI queries your AMS to verify active coverage, policy limits, and any special endorsements required.
Certificate Generated
ACORD 25 or 27 certificate generated with correct coverage details. No manual data entry required.
Delivered to Requester
Certificate emailed to the requester and certificate holder. Logged in your AMS automatically.
Tracking & Alerts
Certificate tracked in the system. Expiration alerts sent to client and agency before coverage lapses.
Built for Two Different COI Workflows
Insurance Agencies
Automate COI issuance for your clients. Every request received, verified against policy data, and issued in seconds. Full AMS integration. Audit trail maintained automatically.
- ACORD 25 and 27 generation
- AMS integration (Applied Epic, HawkSoft, etc.)
- Automatic certificate holder notification
- Expiration tracking and renewal alerts
General Contractors
Track COIs from subcontractors and vendors. Verify coverage meets project requirements. Get alerts before certificates expire. Eliminate the spreadsheet chaos.
- Sub COI collection portal
- Coverage verification against project requirements
- Deficiency flagging and follow-up
- Expiration alerts before coverage lapses
Frequently Asked Questions
- What is certificate of insurance automation?
- Certificate of insurance (COI) automation uses AI to handle the entire COI workflow without manual staff involvement. This includes receiving COI requests via email or portal, verifying the request against policy data in your AMS, generating and issuing the certificate, tracking active certificates, and sending expiration alerts before coverage lapses. For agencies processing 20–100+ COI requests per day, automation eliminates 3–5 hours of daily staff time and reduces the risk of errors and E&O exposure.
- How does COI automation work for insurance agencies?
- Sourcy's COI automation integrates directly with your AMS (Applied Epic, HawkSoft, QQCatalyst, NowCerts, EZLynx, and others). When a COI request arrives — via email, web form, or client portal — the AI reads the request, identifies the policy, verifies coverage, generates the ACORD 25 or 27 certificate, and sends it to the requester. The entire process takes seconds instead of the 15–30 minutes it currently takes a CSR. All activity is logged in your AMS automatically.
- How does COI automation work for contractors tracking subcontractor certificates?
- For general contractors and construction companies, COI automation tracks certificates from subcontractors and vendors rather than issuing them. The system collects COIs from subs via email or portal, extracts coverage details, verifies they meet your project requirements, flags deficiencies, and sends expiration alerts before coverage lapses. This eliminates the manual tracking spreadsheets that most GCs use and reduces the risk of having an uninsured sub hands-on.
- What is the ROI of automating COI processing?
- An insurance agency processing 50 COI requests per day at 15 minutes each is spending 12.5 hours of staff time daily on COI work alone. At a fully-loaded CSR cost of $55,000 per year, that represents $34,000–$68,000 in annual labor cost for COI processing. Sourcy's COI automation eliminates this cost entirely. For contractors, the ROI comes from reduced E&O exposure, fewer project delays caused by uninsured subs, and elimination of the manual tracking overhead.
- Does COI automation reduce E&O exposure for insurance agencies?
- Yes. Manual COI processing is one of the highest E&O risk activities in an insurance agency — certificates issued with incorrect coverage details, expired certificates not caught before renewal, and requests processed by staff who misread policy terms. Sourcy's COI automation verifies every certificate against live policy data before issuance, maintains a complete audit trail of every certificate issued, and sends proactive expiration alerts. This systematic approach significantly reduces the human error that drives E&O claims.
Eliminate Your COI Backlog
Book a 20-minute call. We'll show you how COI automation works for your specific AMS and estimate the hours and cost it would save your agency.