Get started with Koffyr

Who this is for

A new agency owner setting up a Koffyr workspace from scratch, or an existing owner who wants to revisit the onboarding steps.

Before you start

Have ready:

Your agency’s legal or trading name and a preferred URL handle (e.g., acme-insurance).
Your primary operating jurisdiction.
A logo file (PNG or SVG) and a brand color.
The email addresses of teammates you want to invite right away.

Step-by-step

Create your account and choose how you’ll use Koffyr

Go to app.koffyr.com/login and enter your email.
Check your inbox for a registration link and click it to confirm.
Enter your name to create your personal Koffyr account.
At the next screen, choose Insurance agency. (If you’re signing up as an insured business or just for yourself, see Sign in with a magic link instead.)

Complete the setup wizard

Choosing Insurance agency opens the four-step setup wizard:

Step 1 — Agency profile & brand Enter your agency name, default timezone, and set your logo and brand color. These appear on your public COI intake portal and in client-facing emails.

Step 2 — Import insureds Bring in your existing book of business, or skip this and add insureds later.

Step 3 — First Playbook Create your first Playbook (a reusable packet of documents, forms, and agreements), or skip and build one later from the Library.

Step 4 — Invite your team Add your agents and admins by email and assign each a role. You can skip this step and invite team members later from Settings → Members.

Once you finish Step 4, Koffyr marks your agency as set up and redirects you to your dashboard.

What happens next

You land on your agency dashboard, ready to start issuing COIs and managing requests. Team members you invited receive a sign-in email; when they accept it they join your workspace with the role you assigned.

You can return to any setting at any time from Settings in the sidebar.

Last verified: 2026-07-14