Certificate of Insurance Management for Insurance Brokerage Professionals 


C2COI is a software platform that helps manage certificate of insurance compliance for a wide variety of industries, such as contractors, property managers, insurance professionals, and many others that requires COI management.

Managing audits has never been easier and less time-consuming.

Our subscriptions scale according to the number of certificates managed providing maximum flexibility for the medium-sized and growing small business. Partner with us today and start generating new income.


Partner with C2COI to generate additional revenue

  • 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.

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.

Our Brokerage Affiliate Accounts enable you to provide prospects with insurance AND a way to manage certificate validity and compliance. Why not register and see for yourself.

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Register Your Free Brokerage Account. Start the Earnings.

By registering your brokerage and signing up your sales professionals, you will be creating an additional income opportunity.

7% Payout on Subscription Sales

That's right. You get 7% commission of every subscription you sell for as long as the subscription is active.

Monthly Payouts On All Accounts

We pay monthly on all active subscriptions. It adds up.

Get In-the-Door Prospect Bonus

Give your prospects one-month access to C2COI free. Not only do you give them this value added, but they get a month free.

Increase Residual Sales Income

It all adds up. Just imagine the extra income you can generate if every insurance client and prospect subscribes.