Free · 24-page handbook · 2026 edition
The COI Handbook
for independent agencies.
Everything we've learned about issuing COIs efficiently — written for owners and ops managers, not insurance influencers.
Get the PDF
Where should we send it?
We email it, we don't sell your address. Unsubscribe in one click.
VOL. 01 · 2026 EDITION
THE COI HANDBOOK
Eight chapters.
Zero fluff.
Zero fluff.
Koffyr · for independent agencies
What's inside
Eight chapters. Zero fluff.
We wrote this for ourselves first. 24 pages, scannable, footnoted, no sponsor content.
24 pages
8 chapters
~20 min read
- 01 Why most agencies are losing money on COIs
- 02 ACORD 25, 27, 28 — when to use each
- 03 The 5 most common COI mistakes (and how E&O carriers find them)
- 04 Coverage-rule guardrails: what to enforce, what to allow
- 05 Building a self-service COI portal your insureds will use
- 06 The audit trail your renewal will live or die by
- 07 Comparison: in-house vs. Certificate Hero vs. Koffyr
- 08 A 30-day plan to cut COI labor by 70%
One more thing
We email you the PDF. Then we get out of your way.
No sales drip, no automated cadence, no "just checking in" emails. You can ask for a demo if you want one.