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Koffyr Documentation

Insured self-service COI portal

Who this is for

Section titled “Who this is for”

Agency owners or admins who want their insureds to be able to request a COI themselves — without calling the office or emailing the team.

Before you start

Section titled “Before you start”
  • Your agency must have a coverage rule set up (see the Library → Rules section). Without rules, all self-service requests go to agent review.
  • Your insured must have an account on Koffyr (an insured organization linked to your agency).
  • Share the insured’s personal intake link with them — it looks like app.koffyr.com/e/<insured-id>/intake. This link is specific to each insured.

How it works

Section titled “How it works”

When an insured visits their intake link:

  1. Koffyr shows the agency’s logo and brand color so the experience feels familiar.
  2. The insured fills out the COI request form — coverage type, certificate holder, project details.
  3. Koffyr checks the submission against your coverage rules automatically.
  4. One of three outcomes is returned immediately:
    • Auto-issued — the request met all rules; a certificate is generated and emailed automatically.
    • Sent for review — the request needs an agent to approve it before issuing.
    • Declined — the request was blocked by a rule; the reason is shown in the request detail on your dashboard.

What happens next

Section titled “What happens next”
  • The request lands in your Requests dashboard regardless of outcome.
  • The insured sees a live status screen after they submit — it updates automatically as the status changes.
  • If the request is queued for review, your team approves or declines it from the dashboard. Once approved, the certificate is issued and emailed.
  • If the request is declined, the reason you set in the coverage rule appears on the request in your dashboard.
  • The certificate requester receives a link to a recipient page where they can view the request status and download the issued certificate — no Koffyr account required.

Staying ahead of renewals

Section titled “Staying ahead of renewals”

The Insureds → Expiring Policies view shows clients whose policies are approaching their renewal date. Use this list to proactively reach out and initiate COI requests before coverage lapses.

Troubleshooting

Section titled “Troubleshooting”
  • The intake link returns “Not found.” The insured’s organization may not be linked to your agency, or the link may be using a stale URL. Contact support to verify the insured is set up correctly.
  • The status screen shows “Sent for review” but no agent has acted on it. Check your Requests dashboard — the request is waiting in your queue.
Section titled “Related”

Last verified: 2026-05-27