431: The Future of Certificates of Insurance: Automation, Compliance, and What Agents Need to Know

Certificates of Insurance are one of the biggest time drains in commercial insurance—especially for agencies serving contractors and trades. In this episode of The Insurance Dream, we’re diving into the future of COIs and how smart agencies are using automation and client self-service tools to save time, reduce E&O risk, and seriously impress their clients.

You'll learn:

• Why the old way of processing COIs is costing you money

• How automation tools are transforming certificate workflows

• The exact “better way” to handle COIs without sacrificing compliance

• How to position your agency as the go-to for busy contractors

If your team is buried in certificates every week, this episode is your blueprint for doing less, serving better, and reclaiming your time.

Today's episode sponsored by: https://theinsurancedream.com/payment-processing