Certificates On Demand
Basic COI requests fulfilled INSTANTLY
DELIVERED to Insureds & Cert Holder(s)
Transform COI fulfillment and deliver a unified experience to clients via your agency-branded app & online portal
GAME-CHANGING! Win business & make more money
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Here’w How Certs On Demand Works
UPLOAD
Drag / drop Master COIs into
IA App Admin dashboard
REQUEST
Insureds Request basic COIs, updating only the Cert Holder Name & Contact info
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 / $$$
Certs are costing your business time & $$$. Stop the madness!
Unlimited Certificates
COI Fulfillment is included with your IA App subscriptions.
