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Koffyr Documentation

Your records (insured accounts)

Who this is for

Section titled “Who this is for”

Insured-business accounts who want to see their own policies, certificates, and endorsements in one place. This is for agencies’ clients with a full Koffyr account — not the lighter magic-link recipient portal.

Before you start

Section titled “Before you start”

You need an insured-business account — an agency has connected your business to Koffyr and you’ve signed in. Personal accounts (no business behind them) don’t have records to show.

Step-by-step

Section titled “Step-by-step”
  1. Open Records from the sidebar (desktop) or the bottom navigation (mobile).
  2. Switch between the Policies, Certificates, and Endorsements tabs to see each kind of record.
  3. Click any row to open that record’s detail page.
  4. On the detail page, review the coverage figures — limits, deductible, and named insureds — and any official documents attached to it.
  5. If a renewal is currently underway for this record, click through to follow its progress.
  6. From a document’s row, click the Record badge to jump straight to that record’s detail page; from a record’s document list, use the same link in reverse.

What happens next

Section titled “What happens next”

Nothing changes on the agency’s side when you view your records — this is a read-only view of data your agency maintains.

Troubleshooting

Section titled “Troubleshooting”

I don’t see a Records option at all. This surface is only available to insured-business accounts. If you signed in with a personal account, or via a one-off magic link from your agency, you won’t see it.

Section titled “Related”

Last verified: 2026-07-14