The Certificate of Insurance Issuance Agent checks coverage, adds the right additional insured and delivers each COI, so your CSR can serve policyholders.
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The Certificate of Insurance Issuance Agent takes COI requests, checks limits and additional insured wording against the contract, and sends the COI.
The Client Onboarding Agent collects signatures, binds coverage, sets up billing and sends the welcome packet so account managers stay with the client.
The Endorsement Agent takes policy change requests, finds the carrier form, submits it and sends the client updated declarations with changes marked.