Let Your Clients Generate Their Own COIs — Anytime

SendCOI allows your clients to generate and send Certificates of Insurance directly from your agency email, reducing administrative workload by up to 90%.

No more constant COI requests, emails, or manual processing

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About SendCoi

Generate Certificate of Insurance Automatically From Your Smart Phone

SendCOI is a web service that provides commercial insurance agencies a self-generated Certificate of Insurance to their commercial policy holders anytime anywhere from a smart phone.

Sign Up Now!

15 Day Free Trial

100% Mobile

Designed to be mobile-first. So you get full financial functionality at your fingertips.

Good-looking Data

Beautifully visualised insights help you track your money at a glance.

Total Control

Real-time notifications and detailed transaction data helps you understand your money better.

Take Us Anywhere

Great exchange rates online and abroad with $0 fees, markup or limit on international transactions.

advantage

Effortless Certificate of Insurance anytime anywhere

WHY SENDCOI

Key Benefits

Simple for Agencies

Set up your clients once and they can generate their own certificates.

Available 24/7

No waiting for office hours. Clients can generate COIs anytime.

Client Loyalty

Increase client loyalty and retention

Sent from your Agency Email

Certificates appear professional and come directly from your agency domain

Massive Time Savings

Free your staff from repetitve COI requests

Stand Out

Elevate your agency's service and differentiate yourself from competitors

RACKING

Get Real-Time Visibility

See every transaction owner in one place for every type of operational spend.

Enable fastter purchasing and give every employee access to the funds they need in a safe and secure manner.

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How It Works

Peace of Mind with
SENDCOI

So, we’ve created a powerful yet easy-to-use solution that allows you to be efficient and informed every step of the way.

Join today

Insurance agencies spend countless hours generating COIs.

Your team receives constant requests by email and phone. Staff manually create certificates and send them out one by one. It’s repetitive work that takes time away from revenue-generating tasks.

Let your clients generate their own certificates

With SendCOI:

• Clients generate COIs themselves in seconds
• Certificates are sent directly from your agency email
• Your team no longer needs to process routine requests
• Available 24/7 for your clients
Reduce administrative work by up to 90%.

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Pricing Plans

Choose the Plan That's
Right for You

Get control and visibility over spending. Try any plan free for 30 days with
no lock-in commitments.

Monthly Yearly

$49.99 /m

$599/year

Send Unlimited COIs
Unlimited Clients
Custom Domain
White Label

Custom Email (SMTP, IMAP, POP)

Your Agency’s logo & branding

$79.99 /m

$960/year

Send Unlimited COIs
Unlimited Clients
Custom Domain
White Label

Custom Email (SMTP, IMAP, POP)

Your Agency’s logo & branding

$499.99 /y

Send Unlimited COIs
Unlimited Clients
Custom Domain
White Label

Custom Email (SMTP, IMAP, POP)

Your Agency’s logo & branding

$799.99 /y

Send Unlimited COIs
Unlimited Clients
Custom Domain
White Label

Custom Email (SMTP, IMAP, POP)

Your Agency’s logo & branding

Join today

Switch to Smart,
Trackable Spending

Downloads

Registers Users

5 Star Ratings

Awards Winning

What they say

Seriously Loved by
Finance Teams

CFOs, controllers, accountants, and finance admins at companies of every size and industry rely on ProgriSaaS to take control of their business spending.