Protect Your Insureds, Build Stronger Relationships, and Win New Business with myCOI
SET A NEW STANDARD FOR YOUR CLIENTS
Leverage a myCOI Referral Partnership.
Together We Do Our Best Work
Insurance isn’t getting any less complicated for your insureds, and their expectations of you are high. You are in a unique position to solve their compliance challenges by offering them a best-in-class third-party certificate management solution. Built and backed by a team of insurance professionals with 500+ years of combined experience, it’s no wonder we lead the industry in software and service. Our 98% client retention rate and 95% customer satisfaction rating says it all. We know you only refer your insureds to the best-of-the-best, and we deliver.
We have your back. Don't Sweat it.
Here's everything you need to get started.
Need some materials to back you up in your next big client meeting? We’ve got you covered. We put together all of the materials you need to start having effective conversations with your insureds about the importance of Certificate of Insurance management. Download your free digital kit now!
RETAIN CLIENTS
Strengthen current relationships with insureds by providing insurance compliance review they can’t get with another agency and solving one of their most frustrating problems.
WIN NEW BUSINESS
Differentiate your agency in the marketplace by providing certificate of insurance tracking and review services as part of your agency offerings
GENERATE REVENUE
Additional revenue can be earned from increased retention rates, bringing on more new clients, and decreasing losses for carrier partners.
FACILITATE CARRIER RELATIONSHIPS
Certificate management services can result in improved premium rates for your insureds by mitigating third-party risk, rolling up to the insured’s insurance carrier.
Fill out the form below to schedule 15 minutes to chat with one of our Account Executives about myCOI Referral Partnerships. Have a client to refer already? We’ll talk you through the process.