Requests in your workspace (insured & personal accounts)

Who this is for

Insured-business and personal Koffyr accounts who want to track and act on requests to and from their agency. This is for full accounts — not the lighter magic-link recipient portal.

Before you start

You need a signed-in Koffyr account. Insured-business accounts can send new requests to a connected agency; personal accounts can view requests but can’t create new ones until they’re connected to an agency.

Step-by-step

Check your requests:

Open Requests from the sidebar (desktop) or the Requests tab in the bottom navigation (mobile).
Use the tabs — Needs your action, In progress, Completed — to filter what you see.
Check the Direction column to see whether each request came from your agency or was sent by you.
Click any request to open its detail page.

Start a new request (insured-business accounts):

Click New request.
Choose which connected agency you want to send it to.
Choose the type of request that agency offers.
Fill in the fields the request asks for, plus an optional note, then submit.

Complete a task on a received request:

From the request detail page, click into any listed task.
Fill in what’s asked and submit — this opens as its own page so you can focus on one task at a time.

What happens next

A submitted request appears immediately in your agency’s own Requests and Inbox lists, just like any request they’d create themselves. Completing a task moves the request forward in its workflow — the detail page’s available actions update to match.

Troubleshooting

I clicked New request but there’s nothing to choose from. You need at least one agency connected to your account before you can send a request. Personal accounts especially — ask your agency to connect you, or use a link they’ve sent you directly.

I don’t see an activity log on a request. The activity/audit trail isn’t available from your workspace yet — check your email for notifications about updates to the request instead.

Last verified: 2026-07-14