Certificate of Insurance Automation
Stop hand-typing routine certificates of insurance
Landlords, lenders and business partners ask your clients for proof of coverage all the time — and every request lands on your team. With QuoteBind AI, clients request a certificate from your client portal and get a PDF in your agency's name by email within minutes.
The problem
Small requests, constant interruptions
A single certificate request doesn't take long. The problem is that they never stop: an email here, a call there, a client who needs it "today" for a new lease or a job site.
Each one means finding the policy, filling in the same details again and sending it back — work that pulls a licensed team member away from quoting and selling. Most of these requests are routine proof of coverage that doesn't need a person at all.
How it works
Self-service for the routine requests
- The client signs in to your portalWith the email and policy number on file — no password to create or forget.
- They request a certificateThe request is matched to the policy information your agency already has.
- A PDF arrives in minutesA proof-of-coverage certificate in your agency's name, with the insured, carrier, policy number and policy dates, sent only to the client's email on file.
- Your agency gets a copyEvery certificate is copied to your agency, so you always know what was issued and to whom.
Certificates that need coverage limits, additional insured status, waivers of subrogation or an official ACORD form still come from your team. QuoteBind handles the routine proof-of-coverage requests so your team only sees the ones that need a person.
Part of a bigger system
The same portal your clients already use
Client portal
Clients check their own policy details anytime, without calling or emailing your team.
Always in sync with your AMS data
You upload your agency management system export once a week and QuoteBind keeps the policy list current, without deleting anything.
Renewal and payment reminders
Clients hear about renewals and premium payments before the deadline, from the same policy data.
Owner dashboard
New leads, policies coming due and open risk alerts in one panel that's always current.
Pricing
Included in every plan, from $129 a month
Certificates of insurance are part of Core ($129/month), together with instant quote response, your agency page, renewal and payment reminders, the owner dashboard and the client portal. Pro and Complete add the AI phone line and more. Month to month, no setup fee.
FAQ
Questions agency owners ask
Is the certificate an official ACORD 25 form?
No. It is a proof-of-coverage PDF in your agency's name with the insured, carrier, policy number and policy dates. Certificates that need coverage limits, additional insured wording, waivers or an official ACORD form stay with your team.
How does the client request a certificate?
From your agency's client portal, signing in with their email and policy number. There is no separate password to create.
Who receives the certificate?
It is emailed only to the client's email address on file, with a copy to your agency, so you always know which certificates were issued.
Which plan includes certificates of insurance?
All plans, starting with Core at $129 per month. There is no setup fee and no annual contract.
More from QuoteBind AI
Other things your agency can stop chasing
Let's Talk
See what QuoteBind would automate for your agency.
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