coiNow reads your policy PDFs and drafts ACORD 25 & 28 certificates with every field cited to its source document. Your CSR reviews, picks the holder, and finalizes on the official licensed ACORD form.
Three steps from policy PDF to a finalized certificate, with your CSR in control at the only step that matters.
Drop in the agency's policy PDFs. Each document lands in your own tenant — isolated from every other agency and encrypted at rest.
Policy intakeThe pipeline reads coverages, limits, policy numbers and effective dates — and cites each value back to the exact page it came from.
Cited extractionThe CSR reviews the draft, picks the certificate holder, and finalizes. coiNow stamps the licensed ACORD PDF and assigns a sequential cert number.
CSR signs & issuescoiNow speeds the paperwork without ever moving the signature away from the licensed professional.
Certificates are produced on the licensed ACORD 25 & 28 PDFs — the real, recognized forms your holders expect, with sequential cert numbering.
No black box. Each extracted value links to the page and document it came from, so your CSR can verify before anything is issued.
Your agency's documents live in your own tenant, encrypted at rest and in transit. No shared pools, no cross-agency exposure.
You stay in control. coiNow drafts; it never issues. The certificate is not generated until your CSR reviews the cited fields, selects the holder, and finalizes — and the CSR remains the signer of record on every document.
coiNow is onboarding a small group of independent agencies by hand. Access is operator-provisioned — tell us about your shop and we'll set up your tenant with you.