Pre-renewal intake, without the 14-email back-and-forth.

Pre-renewal questionnaires, document collection, and e-sign — running on the same branded portal and audit substrate as COI.

Join the waitlist Book a 15-minute demo

Design partners get hands-on access 4–6 weeks before public launch.

PREVIEW · NOT FINAL UI

Koffyr

· Renewals · Cooper

JC

Certificates
Insureds
Policies
Templates
Audit log
Settings

Renewal · Cooper Construction

What it will do

The plan, in plain English.

01

Pre-renewal questionnaire builder

CSR designs once · sends as a branded portal link

02

Document collection

insured uploads driver-licenses, loss runs, equipment lists

03

E-sign + audit trail

same substrate as COI · same E&O export

04

Renewal-readiness scorecard

auto-flag missing data · prep the agent before the carrier call

Same substrate

One portal. Four intake workflows.

reuses the COI portal · same forms, e-sign, audit trail. Your insureds learn one branded portal. Your CSRs learn one tool. Every workflow lands in the same audit log.

See all four modules on / →

COI Issuance
live
Renewal Intake
next up · Q3 ’26
ACORD New Business
Q4 ’26
Loss Runs
2027

Join the waitlist

Be on the list when Q3 2026 arrives.

We'll email when design-partner access opens. ≤4 emails total, unsubscribe instantly.

Or book a demo to see all four modules in concept today.