Insurance Agency Document Automation - Auto-Print Policies, COIs & Claims
Automatically print policy documents, certificates of insurance, and claims paperwork. Faster client service when documents print the moment they arrive.
3:47 PM - Contractor Calls Panicking
“I need the certificate of insurance in 10 minutes or I lose this job.” The carrier sent it an hour ago. It's buried in your inbox with 47 other emails. Client's on hold. Clock's ticking.
The Email Archaeology Problem
Policy dec pages, endorsements, COIs, claims correspondence - all arriving via email. All mixed in with spam, newsletters, and random vendor emails. Finding the right document is like hunting for a needle in a haystack.
What goes wrong:
- • COIs sit in email while clients wait on hold
- • Policy renewals missed in inbox clutter
- • Claims docs get lost, causing delays
- • Staff wastes time on email hunting
Result: Frustrated clients, delayed service, lost business
When clients need documents fast, email delays cost you relationships
COI From Carrier? It's Already Printed.
Carrier emails the certificate. It prints automatically. When the contractor calls, you walk to the printer. Document in hand. Crisis avoided. Client impressed.
Faster Service, Happier Clients
- No more: Hunting through email for client documents
- No more: Clients waiting while you search inbox
- No more: Missing renewal notices in email clutter
- Just: Documents printed and ready, service that impresses
Result: Instant document access, client-winning service
Be the agency that always has documents ready
Connect Agency Email
Connect your agency email - where carriers send policies, COIs, and correspondence. Works with Gmail, Outlook, or agency management systems.
Set Carrier Rules
Create rules for carrier domains - @progressive.com, @libertymutual.com, etc. Different rules for COIs, policies, and claims docs.
Done
Carrier documents print automatically. Walk to the printer, not through your inbox. Serve clients faster.
From Email Chaos to Document Confidence
“Commercial contractors call me 20 times a day for COIs. I used to dig through email while they waited. Now certificates print automatically from all our carriers. When they call, I walk to the printer. Document ready. Client happy. I sound like a hero, but it's just AutoPrintEmail doing the work.”
— Jennifer Walsh, Commercial Lines Manager, Walsh Insurance Agency
What Our Users Say
Join thousands of satisfied customers
"Contractors call 20 times a day for COIs. I used to dig through email while they waited. Now certificates print automatically. When they call, I walk to the printer. Document ready. Client happy."
Jennifer Walsh
Commercial Lines Manager
"Renewal notices used to get lost in email. Now they print automatically. We are proactively calling clients instead of scrambling at the last minute. Retention rate is up 15%."
Robert Martinez
Agency Owner
"Policy dec pages print as soon as carriers send them. I can review changes immediately and call clients with updates. So much faster than the old email-hunt routine."
Amanda Thompson
Account Manager
"Adjuster emails print automatically. I have the latest claim status in front of me when clients call asking for updates. Much better conversations when I am informed."
David Chen
Claims Specialist
"Quote comparisons from different carriers print side by side. Client meetings are so much smoother when I have everything ready to review together."
Lisa Rodriguez
Personal Lines Manager
"Deployed this for our 8-person agency. Everyone has their carrier documents printing automatically. Consistent service across the team. Best operational change we have made in years."
Michael Stevens
Agency Principal
Frequently Asked Questions
We offer a $99 lifetime license (recommended - pay once, own forever) or a $9.99/month subscription with a 3-day free trial.
Yes! If the carrier sends documents via email (which they all do), AutoPrintEmail can print them automatically. Set up filters for each carrier domain - @progressive.com, @libertymutual.com, @travelers.com, etc.
Absolutely. Route COIs to the front desk, claims docs to the claims team, and commission statements to accounting. Each rule can specify its own destination.
AutoPrintEmail works alongside your AMS. It prints carrier emails while your AMS handles client management. Many agents use both for complete workflow coverage.
Physical copies of all carrier correspondence create a paper trail. Endorsement notices, renewal confirmations, claims correspondence - all documented automatically.
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.