Certificate of Insurance (COI) Agent

Support certificate-related requests, information validation, certificate workflows, and delivery processes.

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Workflow

  1. 1
    Intake

    Read the request and identify the insured, holder and requirements.

  2. 2
    Validate

    Check requested coverage against active policy information.

  3. 3
    Prepare

    Prepare the certificate in the connected system where supported.

  4. 4
    Deliver

    Route for approval if configured, then deliver and record.

Core capabilities

  • Request intake and parsing
  • Holder and coverage validation
  • Preparation and delivery workflow

See How Bexara Fits Your Agency.

Explore connected insurance workflows, flexible deployment, and AI-assisted operations with human oversight.

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Each demonstration is shaped around your agency's workflows, systems and security requirements.