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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

C2COI is an intuitive, cloud-based system designed for the management and tracking of certificates of insurance. With this tool, you can effectively oversee your COIs, ensuring that insurance coverage remains uninterrupted for all involved professionals. The dashboard provides a comprehensive overview of crucial COI data related to your business partners, making it easy to view at a single glance. You can efficiently search for partner policies based on either the date or the type of policy and obtain a detailed list of all certificates along with their expiration dates. This system keeps you prepared for audits at all times. C2COI diligently monitors the policies of your partners and alerts both you and them as expiration dates approach. Serving a variety of sectors—including contractors, property managers, insurance agents, and compliance managers—C2COI streamlines the management and tracking of insurance certificates. By automating this process, you can significantly reduce both time and financial expenditures, benefiting staff and management, particularly during the annual policy audit period. Ultimately, the adoption of C2COI not only enhances efficiency but also fosters stronger partnerships through enhanced communication regarding insurance status.

Description

Insure Assist AI is designed to assist independent commercial insurance agencies in managing policy documentation and issuing certificates of insurance efficiently. The AI-driven operations team meticulously examines commercial policy packets, which encompass declarations, schedules, and endorsements, to pinpoint limits, coverage gaps, and exclusions while referencing the relevant carrier PDF pages. Additionally, the platform facilitates the creation of ACORD 25 and ACORD 28 certificates, endorsement extraction, and maintains records of certificate holders, with the added convenience of direct email delivery through Microsoft 365 or Google Workspace accounts. A user-friendly, broker-managed client portal enables commercial insureds and contractors to easily request or download approved certificates directly from their mobile devices. Agencies can leverage this system for various tasks, including policy intake, coverage assessments, certificate workflows, and empowering clients with self-service options, ultimately enhancing operational efficiency. This comprehensive solution streamlines the insurance process, making it more accessible and efficient for both agencies and their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Workspace No 
Microsoft 365 No 

Integrations

Google Workspace Yes 
Microsoft 365 Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

C2COI

Founded

2018

Country

United States

Website

c2coi.com

Vendor Details

Company Name

Insure Assist AI

Founded

2026

Country

United States

Website

insureassistai.com

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