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For personal-lines agencies

Personal lines agencies issue COIs too.

Lower volume than commercial books, but the friction is concentrated: landlord renewals, condo certs, event coverage — all arriving in spikes you can't staff for. Koffyr handles the spike without a dedicated COI processor.

C
Cooper Insurance
client portal
JC ▾
Issue a new certificate
Who needs this cert?
Riverside Property Mgmt.
221 Elm St · Boston, MA
recent
Bay State General Contractors
14 Harbor Way · Boston, MA
recent
+ new holder
add address & coverage requirements
powered by Koffyr cooper.koffyr.com
The pain

What we see in personal-lines books.

01

Lower volume, higher friction

COIs come in clusters · landlord renewals, holiday parties

02

Generic form chaos

every holder wants something slightly different

03

No dedicated COI processor

the agent doing it has 12 other roles

04

Renewal intake matters more

where Koffyr really earns its keep on personal lines

The workflows that matter most

Where Koffyr actually moves the needle.

Same product. Same audit trail. Different workflow weighting for your book.

  • 01
    Insured self-service
    Tenants and condo owners issue their own landlord certs
    See on /coi
  • 02
    Agent-initiated
    Holiday parties, event coverage, the occasional special request
    See on /coi
  • 03
    Renewal Intake — live
    Questionnaires + e-signed acceptance, through your portal
    See on /coi
Renewal season, self-served — from the same portal

Send your insureds a branded renewal link — they complete the questionnaires, upload documents, and e-sign the acceptance themselves. Your team reviews, quotes, and binds instead of re-keying emailed PDFs. Because renewals and COIs share the same portal and audit trail, there is no second system to manage.

Simple pricing

Starts at $0. Stops at $279.

No per-seat pricing. CORE is the right tier for most personal-lines agencies.

FREE
$0
/mo · annual
kicking the tires
STARTER
$79
/mo · annual
small books
RECOMMENDED
CORE
$159
/mo · annual
personal lines · busy
PRO
$279
/mo · annual
full platform
15 minutes · no slides

Book a demo. We'll show you the product.

Tell us a bit about your agency and your AMS — we'll come prepared, and walk you through what's shipping today.