Stop Losing an Afternoon to Certificate-of-Insurance Requests
Business clients ask for a certificate of insurance at the worst possible time, usually right before a deadline they've had for weeks.
Reflys automates COI requests, renewal reminders, and new quote intake, so brokers spend time placing coverage, not chasing paperwork.
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Where broker
paperwork piles up
Certificate-of-insurance requests arrive constantly, usually against a deadline the client waited on
Renewal reminders for multi-policy commercial clients are easy to send late or not at all
New quote requests from business owners come in after hours and wait until the next day
Client policy and renewal data live in the agency management system, separate from wherever business clients are actually messaging
Additional-insured and endorsement requests get tracked in email threads that are easy to lose
Coverage-basics questions repeat across new business clients who don't know what to ask for
From COI Request to Placed Coverage
COI Request Automation
Captures certificate-of-insurance requests and routes them straight to your team to issue.
Per-Policy Renewal Reminders
Tracks each client's policies individually and reminds ahead of every renewal.
Quote Intake Flow
Captures new business quote requests any time, even after hours.
CRM Integration
Connects to your agency management system via API or webhook, configured directly into your automations — reads policy and client data and writes quote and COI requests back in parallel, so nothing's entered twice.
Where Business Client Conversations Happen
WhatsApp-led — COI requests and renewal reminders land in the same thread business owners already use for other vendor communication, faster than an email that gets buried.
Capture Business Owners Shopping for Coverage
Instagram DM answers coverage-basics questions and takes quote requests from business owners.
Best for:
- Quote requests
- Coverage basics
Handle COIs and Renewals in One Thread
WhatsApp captures COI requests and sends per-policy renewal reminders where business owners already message vendors.
Best for:
- COI requests
- Renewal reminders
Commercial Insurance Agency Automation That Clears the Certificate Backlog
Business clients ask for a certificate of insurance at the last possible moment, usually with a contractor waiting at a gate. Each request arrives missing a detail and takes three messages to complete. Commercial insurance agency automation collects everything in one pass and keeps every renewal in view, so brokers spend their day placing coverage.
How it works
Capture complete certificate requests
Certificate of insurance requests are taken in a short flow that asks for the certificate holder and any special wording, then routed to your team to issue. Your team receives a request it can act on without asking a second question.
Remind per policy
Commercial policy renewal reminders track each policy separately. Multi-policy accounts get the right reminder for each of their renewal dates. A client with general liability and workers' compensation hears about each on its own schedule.
Take quote requests at any hour
Business insurance quote intake collects the basics from small business owners whenever they write, ready for a broker the next morning. Coverage basics are explained in plain terms for owners who are unsure what to ask for.
Connect your agency management system
By API or webhook, Reflys reads client policy and renewal data and writes requests back, including additional insured requests.
In practice
Picture a roofing contractor who needs a certificate by 3 pm to start a job. At 11 he messages your agency. He is asked for the certificate holder's name and address and whether additional insured wording is required. The complete request reaches his account manager at 11:04 and the certificate is issued by noon. Nobody played phone tag, and he made his start time.
Practical tips
Ask for the contract language whenever a client mentions endorsements or additional insured status. Guessing the wording is how certificates get rejected.
Start renewal conversations for commercial lines sixty to ninety days ahead. Businesses change more than households, and remarketing takes time.
Make clear that the automation routes requests and a licensed person issues certificates and answers coverage questions.
Questions? We've got answers.
Everything you need to know about Reflys, automations, integrations, and getting started.
It captures the request details and routes them straight to your team to issue, cutting out the back-and-forth of figuring out what's needed.
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