COIflowCOIflow
RESOURCES

Field references for COI-heavy agencies.

Guides, downloads, and references built from the same body of work that informs how COIflow verifies and chases certificates of insurance.

FEATURED DOWNLOAD
The Agency Guide to COI-Related E&O Defense

Seven mistakes that trigger E&O claims on certificate-of-insurance work — and how to remove them from your workflow before they cost you a retention.

Get the PDF →
STATE GUIDES
State-by-state COI requirements

8 states covered today. WC thresholds, anti-indemnity statutes, additional-insured wording quirks.

VERTICAL WORKFLOWS
Contractors
contractor workflow
Trucking & Transportation
trucking workflow
Commercial Real Estate
real estate workflow
Staffing
staffing workflow
Construction Managers
CM workflow
Facilities Services
services firm workflow
Events & Special Occasions
event workflow
FOR DEVELOPERS
COIflow API documentation

Integrate certificate intake, verification, and chase events into your AMS or carrier portal.

FOR ASSOCIATIONS
Association partnership program

Member discounts and group enablement for state Big "I", PIA, ABC, AGC, OOIDA, BOMA, and others.