Insurance Agencies: Auto-Print COIs the Moment They're Issued
A contractor calls. They need a COI for a job starting tomorrow.
You pull up the policy. Generate the certificate. Email it to yourself.
Then you print it, scan it, and email it to the contractor.
That's 8 steps for a 30-second document.
Table of Contents
- The COI Bottleneck
- Why Email Is Part of the Problem
- Auto-Print Solves the Paper Step
- How It Works for Insurance Agencies
- Real Agency Use Cases
- The Speed Advantage
- TL;DR
The COI Bottleneck
Certificates of Insurance are simple documents. But they create constant interruptions.
Every COI request means:
- Stop what you're doing
- Log into the carrier system
- Generate the certificate
- Email it to yourself
- Open the email
- Download and print
- Walk to the printer
- Scan and send
Multiply that by 20 COI requests a day. That's your entire morning.
Why Email Is Part of the Problem
Most agency management systems email COIs to a shared inbox when they're generated.
That's supposed to be convenient. Instead, it creates a pile-up.
- Certificates sit in email until someone notices
- Multiple people check the same inbox
- Things get printed twice — or not at all
- Rush requests get buried under routine ones
Email isn't a workflow. It's a holding pen.
Auto-Print Solves the Paper Step
With AutoPrintEmail, here's what happens:
- COI is generated in your agency system
- System emails the certificate
- AutoPrintEmail detects the email instantly
- Certificate prints at your front desk
No clicking. No downloading. No walking to the printer.
The certificate is printed before you even see the email notification.
How It Works for Insurance Agencies
- Download AutoPrintEmail — runs on Mac, Windows, or Linux
- Connect your agency email — Gmail, Outlook, or any IMAP provider
- Create filters for COI emails:
from:notifications@applied.com(Applied Epic)from:noreply@vertafore.com(AMS360)from:*@hawksoft.com(HawkSoft)- Or your carrier's notification address
- Point to your front desk printer
- Let it run 24/7
Every COI prints automatically. Walk-in clients? Hand them the certificate before they finish saying hello.
Real Agency Use Cases
📋 The Front Desk System
One agency prints all COIs to the front desk. When a contractor walks in, the certificate is already in the tray. No waiting. No "let me print that for you."
📧 The Multi-Location Setup
A regional agency with 4 offices routes certificates to the right printer based on CSR email. Client in the Dallas office? Prints in Dallas.
⚡ The Same-Day Promise
One agency promises same-day COIs. With auto-print, certificates are ready within seconds of generation. They upgraded to same-minute.
🗂️ The Compliance File
Another agency prints every COI to a back-office printer for filing. Audit time? Every certificate is already in paper form.
The Speed Advantage
Insurance is competitive. When a contractor needs coverage proof NOW, the agency that delivers fastest wins.
With manual printing:
- Client calls → 5-10 minutes to print and send
With AutoPrintEmail:
- Client calls → Certificate already printed → 30 seconds to scan and send
That speed difference wins accounts.
TL;DR
COI requests are constant. Printing them manually is slow.
AutoPrintEmail prints certificates the moment your agency system generates them — no clicking, no downloading, no interruptions.
- Works with Applied, Vertafore, HawkSoft, and any system that emails
- Prints to any office printer
- Handles rush requests automatically
Just $99 for lifetime access. Compare that to the time you spend printing COIs manually. Check out our solutions for more industry-specific workflows.
Certificates of Insurance are urgent.
Your printing should be instant.
Start Printing Your Emails Today
Join thousands of users who have reduced their screen time while staying connected.
Local printing. Your emails are never sent to our servers.
Works on Windows, Mac, and web browsers
No need to open your browser or email client to manually print your emails.