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.
Running this across multiple staff or locations?
Add more computers to the same account. One bill, one web dashboard, and a print log for every computer.
Frequently Asked Questions
We offer a $499 lifetime license (recommended - pay once, own forever) or a $29/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.
Ready to get started?
Let the printer open the inbox.
90,000+ emails have printed themselves so far. Nobody opened an inbox. Nobody clicked print.