Koffyr Documentation
This is where Koffyr’s guides live — how to set up your agency, issue and manage COIs, work with insureds, sign documents, and use the library. Pick a section below, or use search to jump straight to what you need.
Every page notes who it’s for and when it was last verified against the live product.
Sections
Section titled “Sections”- Getting started — sign in, set up your agency profile, invite your team, and find your way around the portal.
- Issuing COIs — the three ways a COI request can start, and how requests, renewals, and endorsements move through Koffyr.
- Managing insureds — your insured directory, insured detail pages, and policy expiration alerts.
- E-signature — what it’s like to sign a document sent through Koffyr.
- Library — Playbooks, forms, questionnaires, coverage rules, and the document vault.
- Agency settings & admin — profile, notifications, security, billing, integrations, and access controls.
Can’t find what you’re looking for? Support has the ways to reach a human, or book a demo to talk to the team directly.