One click to choose, one click to go.
Automating certificate of insurance requests eliminates the single largest time drain in commercial lines agencies. The process: a client or vendor submits a COI request → the AI system pulls policy data from the AMS → populates the ACORD form → d...
A 90-day phased rollout with 4-hour weekly training and immutable audit trails ensures Florida regulatory alignment and yields ~40% fewer client follow-ups.
Q3 hurricane season can spike Florida certificate volumes 25% year-over-year; digital systems uphold 72-hour SLAs and scale to 500+ requests/day.
We connect supported software and data sources through approved integrations, with permissions and human review defined for each workflow. Sourcy builds every platform from scratch for each industry — Blueprint for A&E, Agency Nexus for insurance, Implio for PEO, Sitework for contractors, and Sourcy Data powering them all.
Schedule a complimentary AI strategy session. We will assess your current workflows, identify the highest-ROI automation opportunities, and deliver a concrete implementation roadmap — at no cost.