Talk to Our Experts

Schedule Your Free Consultation

Use your business email for priority, faster, and
tailored response!

Hassle-Free Certificate of Insurance Processing Services

Struggling with Delays and Errors in COI Processing? Issuing Certificates of Insurance (COIs) shouldn’t be a bottleneck in your operations—but manual verification, rigid processes, and compliance challenges often make it one. With millions of COIs issued annually, inefficiencies can overwhelm your back-office and impact customer service.

Our COI processing solutions ensure fast, accurate verification of policyholder details, coverage limits, and insurance types. Using Lean Six Sigma methodologies, we eliminate inefficiencies, accelerate turnaround times, and ensure seamless compliance with industry regulations—helping you improve efficiency and customer satisfaction.

Streamline your COI processing with our expert support and stay ahead of compliance demands.

Certificate of Insurance Management Services We Offer

COI Processing

Processing Certificate of Insurance

Issuance, tracking, and processing of certificates follow ACORD and ISO standards to guarantee compliance. Structured workflows reduce delays and manual errors, offering businesses a fast, accurate, and dependable solution for managing COIs efficiently and at scale.

AI-Powered Tracking

Certificate Validation & AI-Powered Tracking

AI-powered tools automatically validate certificate data, flag compliance gaps, and trigger alerts for non-compliant or expiring policies. Lean Six Sigma methods and Root Cause Analysis help improve first-pass accuracy and reduce risks across the insurance documentation process.

Compliance Reporting

Renewal Requests & Compliance Reporting

Centralized tracking of renewal requests allows timely follow-ups and uninterrupted policy coverage. Detailed compliance reports offer transparency, highlight regulatory risks, and help streamline audits by organizing insurance certificate data in a clear, accessible format.

Revised Certificate Processing

Processing Revised Certificates After Renewals

Accurate processing of revised certificates ensures updated holder details, policy limits, and liability information are delivered without delay. Policy updates are securely managed and distributed, maintaining compliance while minimizing operational disruptions.

White Glove Service

White Glove Service

High-touch, customized support combines insurance knowledge with modern tech to deliver premium COI management. Clients receive expert assistance across every step—from document review to compliance monitoring—ensuring their needs are met with care and precision.

Proactive Policy Review

Proactive Policy Review

Quarterly reviews of COI policies identify expired or outdated coverage and take action before compliance issues occur. Regular audits ensure insurance details remain current, reducing last-minute risks and keeping businesses confidently aligned with industry standards.

Avail 1 WEEK FREE TRIAL on any Service
TRY, before you BUY!

Avail 1 WEEK FREE TRIAL on any Service of your Choice

Get started now !

Why Outsource Certificate of Insurance (COI) Processing to Flatworld Solutions?

Flatworld Solutions offers end-to-end COI management for CEOs, COOs, CFOs, and Operations Managers seeking efficient, scalable, and compliant insurance solutions. Key benefits include:

Multi-Location Delivery for Scalability

Distributed execution centers enable high-volume processing, seamless scaling, and uninterrupted service delivery.

Accelerated Turnaround with Automation

Smart indexing and automation tools cut processing time, improve accuracy, and eliminate manual delays.

Full Compliance with Industry Standards

Every COI is processed in strict alignment with ACORD, ISO, and industry-specific compliance requirements.

Cost-Effective COI Management

Affordable, customized plans ensure cost savings while maintaining operational excellence and compliance.

Experienced Insurance Professionals

A seasoned team with deep insurance expertise ensures accurate processing and regulatory alignment.

Risk Mitigation and Compliance Assurance

Built-in risk controls and compliance checks reduce liability exposure and ensure policy validity.

Real-Time Tracking and Automation

End-to-end visibility and automated workflows reduce manual effort and improve tracking precision.

Secure Digital Record-Keeping

Encrypted cloud storage with audit-ready systems keeps records secure, accessible, and compliant.

Proactive Compliance Enforcement

Automated alerts and validations prevent policy lapses, coverage gaps, and compliance issues.

AI-Powered Verification Tools

AI-driven engines verify compliance quickly, minimizing errors and streamlining policy validation.

Enhanced Customer Experience

Faster service, fewer errors, and smooth coordination lead to better client satisfaction and trust.

24/7 Professional Support

Round-the-clock availability of experts ensures fast response to queries, changes, and escalations.

Transparent Reporting and Analytics

Live dashboards and detailed reports offer clarity, help detect issues, and track performance.

Dedicated Project Manager

A single expert contact ensures seamless communication, accountability, and project continuity.

Additional Services for Certificate of Insurance

Issuing COIs upon request
Automated COI Tracking & Alerts
Verification & Compliance Checks
Custom COI Processing Solutions
Insurance Quotes Processing
Billing & Accounts Receivable
Loss Run Processing

Client Success Stories

Insurance Services for a US-based Company

A leading US-based insurance agency was looking for a reliable insurance services provider. Our team at FWS provided the services within a quick time.

Read More

Back-office Solutions for a California-based Client

A leading California-based healthcare insurance agency was looking for a reliable insurance back-office service provider. Our team provided the client with cost-effective services.

Read More

Client Testimonials

Gain the Competitive Edge with Certificate of Insurance (COI) Processing Services

Simplify and strengthen your Certificate of Insurance (COI) management with a trusted partner that brings over 20 years of industry experience across P&C, life, health, auto, and home insurance. We prioritize data security, compliance, and operational efficiency—so you can focus on scaling your business.

Gain the Competitive Edge with Certificate of Insurance

Get in touch today to streamline your COI processing and unlock smarter, faster insurance operations.

Tools/Software We Use

Eversting Logo
Halo Logo
Hawksoft Logo
IBM SPSS Logo
Infer Logo
Insly Logo
InsurancePro Logo
Intuit QuickBooks Logo
Jenesis Logo
LendingPro Logo
Loan Assistant Logo
MortgageLens Logo
Newton Logo
Nexsure Logo
QQCatalyst Logo
Radius Logo
Sage Business Cloud Logo
SAS Logo
Semcat Logo
Sibro Logo
StatSoft Logo
Vertafore Logo
A1 Tracker Logo
AgencyIntel Logo
AgencyMatrix Logo
Agency Systems Logo
Agent & Broker System Logo
Applied Logo
Aspire Logo
Board Logo
Byte Software Logo
C2MS Logo
Calyx Logo
Checkmark Logo
Encompass360 Logo
Insurance Back-Office Management Services - Flatworld Solutions

Our Customers

Case Study

FAQ

A Certificate of Insurance isn’t just a formality — it’s a business enabler that strengthens your credibility and opens doors to new opportunities.
  • Build Credibility and Trust: Show clients and partners that you’re insured, professional, and reliable.
  • Unlock Business Opportunities: COIs are often mandatory to bid for contracts in construction, consulting, and other sectors.
  • Meet Legal and Contractual Requirements: A COI helps secure business licenses and ensures compliance with regulatory obligations.
  • Secure Essential Partnerships: Helps win leases, vendor agreements, and strategic collaborations by proving liability coverage.
  • Enhance Market Competitiveness: Demonstrates preparedness and risk management, giving you an edge over uninsured competitors.
A comprehensive COI ensures transparency, smooth verification, and contract compliance.
  • Policyholder Information: Lists the insured business name, policy number, and contact details.
  • Insurer Details: Contact information of the issuing insurance company for validation.
  • Type of Coverage: Indicates coverage types such as general liability, auto, or workers’ comp.
  • Coverage Period: Shows the policy’s effective start and expiration dates.
  • Coverage Limits: Details maximum payout amounts and applicable deductibles.
  • Additional Insured Parties: Lists others (clients, partners) covered under the policy terms.
  • Special Conditions: Includes clauses like waiver of subrogation and primary coverage status.
  • Operational Details: Mentions the nature of work and job site specifics where applicable.
Flatworld Solutions simplifies COI processing with scalable, compliant, and cost-efficient support tailored to large volumes and strict SLAs.
  • Lean Six Sigma Efficiency: Our processes are optimized to reduce errors, delays, and manual work.
  • Regulatory Compliance: We ensure every COI meets industry standards and client-specific requirements.
  • Back-Office Expertise: Offload your COI-related tasks to focus on revenue-generating activities.
  • Global Experience: We understand U.S. and international insurance documentation standards.
  • Risk Mitigation: Proactive tracking and process controls reduce non-compliance risk.
  • End-to-End Support: From issuance to renewals and follow-ups, we handle the full COI lifecycle.
Pricing for Certificate of Insurance depends on certificate volume, turnaround time, and required customizations or endorsements. We offer per-certificate, hourly, and bundled pricing models.
We utilize ACORD-compliant systems and insurance management platforms like Vertafore, Applied Epic, and custom CRMs. Our workflows integrate with carrier portals and client systems. Secure document generation and automated tracking are standard.
Standard COIs are issued within 24–48 hours, depending on carrier requirements and data availability. Rush processing is available for urgent requests. We ensure real-time status updates and digital delivery via secure channels.
Yes, we manage bulk COI issuance for contractors, vendors, and enterprise accounts. Our system supports multi-holder templates, endorsements, and recurring renewals. Dedicated teams ensure accuracy and SLA-based delivery at scale.
Absolutely—we adhere to ACORD 25 standards and maintain carrier-specific endorsement protocols. All COIs are verified for coverage accuracy, limits, and holder-specific requirements. Compliance checks are built into our QA and approval workflows.
Info Email

USA

Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540


PHILIPPINES

Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000

KSS Building, Buhangin Road Cor Olive Street, Davao City 8000


INDIA

Survey No.11, 3rd Floor, Indraprastha, Gubbi Cross, 81,

Hennur Bagalur Main Rd, Kuvempu Layout, Kothanur, Bengaluru, Karnataka 560077

Important Information: We are an offshore firm. All design calculations/permit drawings and submissions are required to comply with your country/region submission norms. Ensure that you have a Professional Engineer to advise and guide on these norms.

Important Note: For all CNC Services: You are required to provide accurate details of the shop floor, tool setup, machine availability and control systems. We base our calculations and drawings based on this input. We deal exclusively with(names of tools).

Ok, Got it.

Talk to Our ExpertsSchedule Your Free Consultation

Use your business email for priority, faster, and
tailored response!