Works with your AMS — or without one.
Zapier, webhooks, CSV import and export cover day one — bring your book in yourself, or we'll do it during onboarding. Keep your AMS as the system of record. Native integrations on the 2027 roadmap — no lock-in, no implementation team required.
What you can connect today.
Honest about what's native vs. via CSV/Zapier. "Fit" reflects how much of the workflow we can automate end-to-end with what's shipped today.
Your data stays yours.
Export issued COIs and policies to CSV any time — feed your AMS, your BI sheet, or your E&O renewal packet. Self-serve CSV import with column mapping is live today: bring your insured book in yourself, or we'll handle it during white-glove onboarding.
- ↦ Issued COIs → CSV export · date-filtered
- ↦ Policies → CSV export
- ↦ Audit trail → CSV + E&O PDF export
- ↦ Self-serve CSV import with column mapping — live today
- ClientName → Insured.name
- PolicyNumber → Policy.id
- EffDate → Policy.effective
- ExpDate → Policy.expires
- ProducerCode → Producer.code
Webhooks for everything.
POST to any URL · HMAC-signed · retry with backoff.
- coi.requested
- coi.issued
- coi.declined
Zapier triggers, live.
Send Koffyr events — requested, issued, declined — to 3,000+ apps via Zapier. Post to Slack, log to Sheets, update your CRM the moment a cert moves.
Native live integrations are V2. We'll tell you when.
CSV + Zapier cover day one without lock-in. Native HawkSoft + EZLynx are on the 2027 roadmap; the rest are demand-driven.
- liveTodayCSV import + export · Zapier triggers · webhooks · API keys
- roadmap2027Native HawkSoft + EZLynx · bi-directional sync
- demand-drivenDemand-drivenApplied Epic, AMS360, Momentum, NowCerts — vote with usage