Your insured directory

Who this is for

Any agency team member who needs to browse, search, or add insured clients. Only Owners and Managers can add new insureds or export data.

Before you start

• Sign in to your Koffyr agency portal.
• To add or edit insureds, you need Owner or Manager access.

Step-by-step

Browse your insureds

1. Click Insureds in the left navigation.
2. The table loads every active insured linked to your agency.

Search for an insured

1. Type a name, DBA, or email into the search box at the top.
2. Results update automatically as you type.

View deactivated insureds

1. Click the Archive tab above the table. It shows every insured that has been deactivated, with a count badge.
2. To reactivate one, open it from the Archive tab and update its status.

Add a new insured

1. Click Add insured in the top-right corner.
2. Enter the insured’s legal name (required), DBA, contact details, and FEIN if known.
3. Click Save. The new insured appears in the table.

Export to CSV

1. On the Insureds page, click Export CSV in the top-right corner (next to Add insured).
2. A CSV file downloads to your computer, matching whichever tab you’re currently viewing — export from the Archive tab to get only archived insureds, or from any other tab to get active insureds.

What happens next

• New insureds appear immediately in the directory and are available to attach policies to.
• The CSV export includes all columns except FEIN, which is never included in exports.

Troubleshooting

• I cannot see an insured I know exists. Check the Archive tab — deactivated insureds are hidden from the other tabs by default.
• The Add insured button is missing. Only Owners and Managers see this button. Ask your agency Owner to add the insured.

Related

• Insured details — view policies, edit details, and manage FEIN for a specific insured.
• Policy expiration alerts — how Koffyr alerts you when policies are close to expiring.

Last verified: 2026-07-17