Three workflows. One portal.
Every COI auditable.
A certificate with every field holders expect, coverage-rule guardrails, native e-sign, and a tamper-evident audit trail your E&O carrier will actually thank you for.
Every way a cert gets requested.
One platform, three entry points. Same forms, same e-sign, same audit log — no matter who triggers the work.
From request to delivered
in under 90 seconds.
When the CSR opens a new cert, every field that can autofill, does. Policy data, holder defaults, your agency's template style — pulled in before they type a word.
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01 Pull policyautofill from the insured’s records or last issued cert
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02 Pick templateKoffyr certificate · your agency defaults · wording library
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03 Sign & deliverPDF + branded email + audit-log entry
Your insured at 10 p.m. Sunday.
The branded portal lives at cooper.koffyr.com. The insured logs in, picks a holder, and issues — within guardrails you defined once.
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01 Branded portal<agency>.koffyr.com · agency logo + colors
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02 Per-policy guardrailsallow-list holders · cap limits · block coverage edits
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03 Routes to your logevery self-issued cert lands in the audit trail
The GC asks. Koffyr already knows.
A property manager or general contractor hits the request link. Koffyr matches the request to your insured's active policies before you see it.
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01 Public formlives on the insured’s portal · no requester login
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02 Auto-matchagainst insured’s active policies · holder address normalization
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03 Review & issueagent sees the match · 1-click delivers
Built for the way agencies actually work.
Coverage-rule guardrails
Per-template limit floors, per-holder allow-lists, per-line-of-business carve-outs. Koffyr won’t let you issue a cert your policy can’t back.
Native e-sign
ESIGN, UETA, eIDAS-compliant out of the box. No DocuSign middleware, no per-envelope fees, no “is this signature good enough?” guesswork.
Immutable audit trail
Every action stamped and tamper-evident. One-click export to PDF + CSV for your E&O renewal — on every plan.
Branded communications
Email from your domain, your sender, your colors. Not Koffyr’s. Your insured never sees us — except in tiny grey type in the footer.
Works with your AMS — or without.
Webhooks and Zapier on CORE and above · CSV export (import and export) on every plan · Native AMS sync on the 2027 roadmap. No AMS? Koffyr works on its own.
The honest comparisons.
Certificate Hero?
pricing not published · contact sales to start
Certificial?
free · only on ~5–6 integrated AMS platforms
DocuSign for COI?
a signature tool, not a workflow
illumend (formerly myCOI)?
built for risk managers tracking vendors
Cara?
AI-assisted cert review, not an issuing portal
AMS native certs?
locked to your AMS · no self-service portal · no audit trail