Certificate of Insurance Management for Insurance Professionals 

Why not make sure that all your insured clients are audit-ready all the time?  

Insurance Professionals

As an insurance professional, you can spend considerable time helping your clients get ready for audit periods and ensure they are compliant. C2COI helps manage certificates of insurance from one single platform. Learn how:

 Insurance Agent
Insurance Brokerage
INSURANCE AGENT
 INSURANCE BROKERAGE

Differentiate your services from your competition by adding time-saving value added platform to your insured's portfolio.

Instance 1

Insurance agent

As an insurance agent you can help your clients remain compliant.

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VALUE ADDING BENEFITS

  • Decrease the time you spend with clients at audit time So you can do more. 
  • Increase the likelihood of smooth annual renewals. 
  • Give your clients a value -added platform that will cost them less than $2 a day.
  • Benefit from 7% individual partner referral income. 

BROKERAGES

Why not get your insurance brokerage signed up for corporate - wide benefits. 

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VALUE ADDING BENEFITS

  • Decrease time and resources required to prepare for audits and compliance checks.
  • Increase revenue per policy sold value for insurance sales agents.
  • Differentiate your brokerage value with added benefits to your insured clients.

Our brokerage partner accounts enable you to provide prospects with insurance AND a way to manage certificate validity and compliance.

Home salesman stretches holding black pen.

Reduce Audit Labor Costs

C2COI reduces the direct administrative labor costs of insurance agents during an audit.

Promote Client Retention

C2COI promotes client retention through ease of audit process and clear communications.

24x7 Access to Insured's COIs

C2COI 24x7 online interface lets you access your insured's certificates on file in real time.

Differentiate Your Service

C2COI provides a value added service for our firm's insured, which will differentiate you from your competition.

Bonus Access for Prospecting

Give prospects or insured clients a one-month free access. They will see the benefit, and you will be the hero!

Give  Away Subscription Codes

Pre-purchase C2COI subscriptions for your clients and email them a voucher code for access.

Don't wait.

Differentiate your services from your competition by adding a time-saving value added platform to your insured's portfolio.

 Insurance Agent
Insurance Brokerage