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Koffyr Documentation

Additional insured wording library

Who this is for

Section titled “Who this is for”

Agency owners and administrators who want to standardize the Additional Insured language agents use when issuing certificates.

Before you start

Section titled “Before you start”
  • You need Owner or Administrator role to manage wording entries.
  • Agents with any role can view and select from the library during COI issuance.

Step-by-step

Section titled “Step-by-step”

Add a wording entry

Section titled “Add a wording entry”
  1. Go to Library → Additional Insured Wording.
  2. Click Add wording.
  3. Enter a short label (e.g., “Blanket AI — Construction”) and the full wording text.
  4. Optionally set a sort order to control how entries appear in agent-facing lists.
  5. Click Save.

Edit or deactivate an entry

Section titled “Edit or deactivate an entry”
  1. Find the entry in the wording list.
  2. Click the edit icon to update the label or body text.
  3. To temporarily hide an entry from agents without deleting it, uncheck Active and save.

Delete an entry

Section titled “Delete an entry”
  1. Find the entry in the wording list.
  2. Click the delete icon and confirm. Inactive entries can be deleted this way too.

What happens next

Section titled “What happens next”

Active wording entries are available to agents when filling out the Additional Insured section of a COI. Selecting a preset inserts the wording text and keeps language consistent across requests.

Section titled “Related”

Last verified: 2026-05-22