EzCOI’s web-based service allows the Insured to enter the Certificate Holder name and address into their own online certificate template anytime, day or night.
Agents have complete control over which certificate requests they personally approve for release, and those that can be released automatically. Released COIs are immediately delivered directly to the Insured's email.
The simple website also enables Insureds to request Additional Insureds, Waivers of Subrogation, or any necessary wording to the Description/Special Items Section. In these cases, EzCOI notifies the Agent of a pending COI request that needs review. Once the certificate is reviewed and approved by the Agent, or modified so it can be approved as required by the Agent, the COI is emailed to the Insured.
Reduce Agency Costs
EzCOI enables Agents to enhance their client's experience while reducing their Agency's costs. For a low monthly fee of $39.99, Agents can deliver an unlimited number of Certificates while dramatically reducing personnel costs without expensive software to buy or maintain. They can utilize the benefits for all of their Insureds or just a handful of select Insureds who have high COI demands, all for the same low monthly fee.