Elle H.

Checking Out a Division To make changes to a division, you must check it out first. In order to check out a division, you must have the "manage divisions" permission level. Follow these steps: Op...

To inactivate or delete a vendor, you must first remove them from their assignment or division. Follow these steps: IMPORTANT REMINDER Ensure you have the appropriate "manage vendors" permissions ...

We’re thrilled to announce that the Insurance Portal (Beta) is now live! This new self-service portal is designed to provide third parties—such as vendors, subcontractors, and others—with direct a...

This guide outlines the steps for agents to access and use the agent portal, along with an overview of its features and limitations. How Agents Log Into the Portal Email Invitation: Agents rece...

  Welcome to myCOI! We’re here to make insurance tracking simple and stress-free. Below is a guide to common insurance terms and policies to help you feel confident and informed. Let’...

  Overview This guide will walk you through the steps to report a policy cancellation in the myCOI Agent Portal. Follow these simple instructions to keep your records accurate and up...

    If you need to remove yourself from an account because your agency no longer manages the insured's policies, please follow these steps: Access the Agent Portal: Locate the request email we s...

If your agency restricts access to third-party portals, you can still submit the required documents directly to myCOI. Here’s how: Simply email the necessary certificates or documentation to certif...

If our system prompts you for an answer to a security question but you don’t see a question listed, this means your account has not yet been registered.   To complete registration, please refer to ...

When a vendor or their agent submits an exemption request or override, it’s sent to our client for review and approval. Please note that overrides cannot be processed until we receive a response fr...