How do I Upload a Certificate of Insurance (COI)? (Agents)

Upload documents directly into myCOI for enhanced efficiency and security. The myCOI self-service portal allows you to easily upload documents, track compliance status, and manage active policies in one convenient location.

Uploading a Certificate (COI) into myCOI

To receive these emailed requests, you must be listed as the agent on file.

1. 1. In the document request email you received, click the yellow "Go to Portal" button.  
   2. View the Action Needed tab listed on the left hand side.
   3. Click on the blue "details" link next to your insured's name to proceed.
   4. Verify the location/division you will be uploading to.
   5. Click the blue "Upload" button.
   6. Select Add Files.
   7. Add the files you are looking to upload for review,  then click Submit. This tab also allows for you to leave notes for our Review team if needed. 

You have now successfully uploaded your documents.

 

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