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How Certs On Demand Works

COIs on Demand how to create a master COI

Upload

Drag / drop Master COIs into
IA App Admin dashboard

Mobile view of the Certificate Request form in the IA App client portal

Request

Insureds Request basic COIs, updating only the Cert Holder Name & Contact info

Mobile view of successful Certs on Demand delivered through IA App

Deliver

COI(s) delivered as a PDF in-app or online – a single unified experience for clients

COIs on Demand how to create a master COI

Upload

Drag / drop Master COIs into
IA App Admin dashboard

Mobile view of the Certificate Request form in the IA App client portal

Request

Insureds Request basic COIs, updating only the Cert Holder Name & Contact info

Mobile view of successful Certs on Demand delivered through IA App

Deliver

COI(s) delivered as a PDF in-app or online – a single unified experience for clients

How much could you save with IA App's
Certificates On Demand?

24/7 Access

Via your agency's IA App or Online Client Portal, insureds can fulfill certificate requests anytime / anywhere.

Delivery to Cert Holder

IA App fulfills certificate requests, send COIs to the names insured & cert holder, and informs agent for E&O.

Save Time / $$$

Certs are costing your
business time and money.
Stop the madness!

Unlimited Certificates

COI Fulfillment is included with your IA App subscriptions.