Insurance Agency Management

Certificate of Insurance Issuance

Looks up the insured party, navigates to their policy, and creates a certificate of liability with holder information. Handles the end-to-end COI generation workflow.

AMSIn Production

How It Works

1

Search for the insured by name or policy number in the AMS

2

Navigate to the relevant policy and open the certificate builder

3

Enter certificate holder details and coverage selections

4

Generate the certificate and deliver to the requesting party

What This Enables

Reduces COI turnaround from hours to minutes

Handles high-volume certificate requests during renewal seasons

Eliminates manual lookups and copy-paste between systems

Ready to automate COI generation?

Customers go from zero to production in 3 weeks. See how Minicor can automate this workflow for your EHR.

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