Understand the request.
Read a specific list of missing limits, dates, or endorsement pages, rather than another vague request for an updated certificate.
For insurance brokers
A clearer request. A faster handoff.
See exactly what your client needs, send the right certificate and endorsement pages, and keep revisions moving. Respond through a vendor link or reply with the PDF attached—no COIScreen account required.
A clear next step for every certificate.
- Open your vendor link
- Upload the certificate PDF
- See what needs attention
Illustrative workflow · Sample data
Less guesswork on both sides.
Send the right document.
Use the vendor’s permanent upload link, or reply directly to the request with the revised ACORD 25 PDF attached.
Keep the trail together.
The updated document is checked against the client’s selected requirements. The client can see the result and decide what needs further review.
Help your clients leave the spreadsheet behind.
Share your referral link with a property manager or contractor. Their first month of Pro is free. Brokers receive no payment for referrals.
Your referral link appears when COIScreen includes one with a broker request.
Helpful reading for your next step.
Bring a little clarity to your workday.
Collect the paperwork, see what needs attention, and keep the next step moving.