Elle H.

Overview Tracking privity is essential for ensuring compliance with our clients' contractual requirements. This article explains what privity is, why it must be avoided in insurance forms, and how ...

If you are a customer or client of myCOI and need to reset your password or retrieve your username, follow these steps: Reset Your Password: Go to https://secure.mycoionline.com. Click the blue...

Issue:When clicking on a link, you may encounter a red "Cookies are Required" error message. This typically indicates that the link is incorrect. Solution:To resolve this issue, follow these steps:...

Keeping agent contact details up to date is essential for smooth communication. Follow these simple steps to update the contact information in the portal. Steps to Update Contact Information: Acc...

If you need to request an override, follow the steps below to submit your request through the Insurance Portal. Step-by-Step Guide to Submitting an Override Request 1️⃣ Log into Your Insurance Port...

Keeping your contact information up to date ensures you receive important notifications and communications. Follow these simple steps to update your email address in your myCOI account: Important R...

If you receive an error when attempting to upload a Certificate of Insurance, please try the following steps: Open the DocumentAccess the Certificate of Insurance file you are attempting to uploa...

If you need to locate the vendor code assigned to someone, follow these steps: Step 1: Log In to Your Client Dashboard Open your Browser and Enter your credentials to log in. To access your accou...

Important Reminder! You must have the “manage divisions” permission level. You must also be assigned as a chosen user within the division to proceed. To update a vendor’s Contract ID within a div...

If a vendor needs to be reactivated, follow these steps carefully to ensure all required details are correctly reinstated. Important Reminder! You must have the “manage vendors” permission level. ...