Clients do not want to own the process
Most clients do not have the time, knowledge, or internal discipline to stay on top of COI tracking themselves.
For Insurance Agencies
COI tracking for insurance agencies
Offer COI tracking as a service your clients do not want to manage themselves. PINS helps insurance agencies retain clients, strengthen relationships, and scale COI management without losing control.
Want to see how AI helps review endorsements and supporting documents? Explore the AI Assistant.
Why agencies offer it
Why agencies add COI tracking as a client service
COI tracking gives agencies a way to solve a problem clients do not want to manage themselves, while creating a stickier relationship and a service that is easier to deliver consistently with PINS.
It makes the agency relationship stickier
When the agency takes this work off the client’s plate, the relationship becomes more valuable and harder to replace.
It can create a new revenue stream
Some agencies use COI tracking as an added service they can charge for, rather than treating it as unrecoverable admin work.
Agencies need a scalable way to deliver it
The opportunity is strong, but email and spreadsheets make the service hard to manage consistently as more clients are added.
Admin teams need one clear workflow
Because COI tracking is often handled by agency admin staff, the process needs to be organized, repeatable, and easy to stay ahead of.
PINS helps agencies keep control of the client relationship
Agencies can deliver the service under their own relationship, rather than handing the client off to a black-box third party.
A better way to offer it
Offer COI tracking without giving up the client relationship
Agencies need a way to deliver COI tracking consistently, keep the service under their own relationship, and avoid building a large manual process behind the scenes.
Manual
Offer the service through email, spreadsheets, and staff follow-up, with too much room for renewals, exceptions, and client delivery to become inconsistent.
PINS
Give agencies one place to manage COI tracking for clients, keep the relationship in-house, and deliver the service more consistently as volume grows.
Full Service
Hand the work to a third party, but lose transparency, reduce control, and risk weakening the client relationship in the process.
How it works
Deliver COI tracking as a client service
PINS gives agencies one place to manage COI tracking for clients, stay ahead of renewals, and keep the service under their own relationship.
Step 1
Set up each client’s requirements
Organize the insurance requirements each client uses, so your team starts from a clear and repeatable standard.
Step 2
Collect and review documents on the client’s behalf
Request COIs and supporting documents, review them against the right requirements, and keep approvals, waivers, and exceptions organized.
Step 3
Stay ahead of renewals across client accounts
Track expirations and renewal follow-up across accounts instead of relying on email reminders and manual spreadsheets.
Step 4
Keep clients informed without handing them off
Give clients a clearer view of compliance while your agency keeps control of the service and the relationship.
FAQ
COI tracking for insurance agencies: FAQs
Answers for agencies offering COI tracking as a client service.
Why do insurance agencies use PINS?
Agencies use PINS to offer COI tracking as a service clients do not want to manage themselves. That helps strengthen retention, improve the client experience, and create a more valuable relationship over time.
Who typically manages PINS at the agency?
In most cases, PINS is managed day to day by agency admin or operations staff. That gives the agency a structured way to deliver the service without relying on email and spreadsheets.
Can agencies manage COI tracking on behalf of clients?
Yes. PINS is well suited for agencies that fully manage COI tracking for clients and want a clearer, more scalable workflow for doing it.
How is PINS different from handing the work to a third party?
PINS helps agencies keep the client relationship in-house. Instead of handing the client off to a black-box provider, the agency can deliver the service under its own relationship and workflow.
Is PINS only for large agencies?
No. PINS can support agencies that want to offer COI tracking more consistently, whether they are starting with a smaller client base or scaling the service across more accounts.
Do outside parties need a complicated login to submit insurance?
No. PINS is designed to make submission easier for outside parties and brokers, including simple upload workflows that do not require a complicated login process.
Stop Chasing COIs.
Start Approving.
