Issue COIs in under 90 seconds.
Run every client intake from one branded portal.
The branded client-intake portal for independent P&C agencies. Three COI workflows, one audit trail, zero per-seat fees — works alongside any AMS.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
Your CSR is back on COIs. Again.
We've sat next to enough CSRs to know what Thursday afternoon looks like, and what Monday morning carries forward.
¹ COI volume is a widely cited but imprecisely counted figure in the insurance industry; hundreds of millions is a reasonable order-of-magnitude estimate based on industry commentary from ACORD and Big I member surveys. If you have a more precise source, let us know. ² Based on a typical mid-size commercial-lines agency (120 COIs/month, 11 min/COI, $48/hr fully-loaded CSR cost). Run your own numbers in the ROI calculator. The 1.5 min/COI figure represents a design target for self-service workflows, not a measured average across agencies.
One portal, every COI.
Agent, insured, or third-party requester — all three workflows run on the same platform. Same forms. Same e-sign. Same audit log.
The agent opens a new COI. The portal fills in the rest.
Policy data autofills from the insured's records and last issued cert. Coverage-rule guardrails catch the mistakes that would've landed in your E&O carrier's lap. Sign and deliver in one motion.
- 01 Policy autofill from the insured’s records
- 02 Coverage-rule guardrails enforce limits
- 03 E-sign + branded delivery in one step
Your insured at 10 p.m. Sunday. Your CSR at 9 a.m. Monday.
They self-issue certs from your branded portal — within the guardrails you set. You wake up to a clean audit log instead of a 14-email thread.
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01 Branded portal ·
.koffyr.com - 02 Per-policy guardrails · cap limits · allow-list holders
- 03 Every self-issued cert routes to the agent’s log
The GC asks. Koffyr already knows the insured.
Property managers and general contractors request directly. Koffyr matches the request to your insured's live policy. You review in one click.
- 01 Public request form · no requester login
- 02 Auto-matched against insured’s active policies
- 03 Agent reviews the match · 1-click issues
A platform for every client intake.
COI issuance, renewals, new business, and endorsements — all on the same branded portal, with the same audit trail. Loss runs is on the future roadmap.
COI Issuance
Three workflows · coverage-rule guardrails · branded portal
Renewal Intake
Questionnaires · document collection · e-signed acceptance
New Business Intake
Prospect questionnaires · Koffyr 125/126/140 applications · e-signed binding
Endorsements
Mid-term changes, requested and tracked in the same portal
The first ten agencies shape the roadmap.
We're accepting a small founding cohort — 10 agencies — to launch alongside us. Founding agencies get the platform at a locked rate for the life of their account, white-glove onboarding, and a direct line to the product.
CORE-tier features (unlimited COIs, all modules, custom subdomain) at STARTER pricing — $948/yr — for the life of your account.
We import your book, configure your templates, and stay on Slack until you're running.
Thirty minutes with the founder, every month. Your agency's pain points drive the roadmap.
At the end of year one, we'll ask to share your story. You decide what, if anything, we publish.
10 SPOTS TOTAL · APPLICATIONS OPEN
An audit trail your carrier will love.
Every action stamped, tamper-evident, exportable as one PDF. ESIGN- and UETA-compliant e-sign built in — no DocuSign middleware.
- Period Jan 01 · 2025 — Dec 31 · 2025
- Certificates issued 1,247
- Self-service certs 843 (68%)
- Avg time to issue 1.5 min
- Guardrail blocks 11 (0.9%)
- Disputes 0
No per-seat surprises.
100 / mo requests · 3 users · custom logo + branded sender
Start freeUnlimited requests · Unlimited users · custom subdomain
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