Joanna Harris

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Activity overview

Latest activity by Joanna Harris
  • Joanna Harris created an article,

    Understanding Your Support Resources

    The myCOI Support team is here to help when you run into questions or issues while using myCOI Central. Whether you need technical assistance or have a question about how something works in the pla...

  • Joanna Harris created an article,

    Understanding Your Customer Dashboard

    Your Customer Dashboard is the command center for everything happening across your profile in myCOI Central. At a glance you can see where your vendors & their assignments stand and easily spot wha...

  • Joanna Harris created an article,

    How Insurance Agents Interact with myCOI Central

    When it comes to getting compliant certificates on file, your vendors' insurance agents are the key players. The platform reaches out to agents first because they have the authority and access to p...

  • Joanna Harris created an article,

    How Your Vendors Interact with myCOI Central

    When your vendors receive an invitation to register with myCOI Central, what happens next matters more than most customers realize. The way vendors engage with the platform directly affects how smo...

  • Joanna Harris created an article,

    Understanding Automated Communications

    Chasing vendors and agents for insurance certificates is one of the most time-consuming parts of managing compliance, and one of the hardest to do consistently. myCOI Central takes that work off yo...

  • Joanna Harris created an article,

    Understanding the myCOI Central Process

    Welcome to myCOI Central. Before you dive in, it helps to understand what happens behind the scenes once you add a vendor to the platform.What is a vendor?In myCOI Central, a vendor refers to any t...