COIBot
→ Early Access Open · Free to join

Stop building ACORD 25s by hand from AMS360. One click. Correct every time.

Built for CSRs at independent P&C agencies who spend hours each week generating certificates of insurance manually. COIBot pulls the right data from AMS360 and produces error-free ACORD 25 forms — so you stop fielding correction requests.

Get Early Access See how it works ↓
// coi_request.json
insured: "Acme Contractors LLC"
holder: "City of Portland"
form: "ACORD 25"
gl_limit: "$1,000,000"
auto_limit: "$500,000"
status: "generated ✓"
→ emailed to holder

Early preview

coibot.leanaistudio.com/dashboard
Dashboard
Generate COI
Certificates
Holders
Templates
Audit Log
COIs Generated
47
this week
Error Rate
0.0%
zero failures
Avg Time
12s
per certificate
Pending Requests
3
2 queued
Recent Certificates
Insured Holder Form Status
Acme Contractors City of Portland ACORD 25 Generated
Tech Staffing Inc Abbott Healthcare ACORD 25 Generated
Green Earth Services County Risk Mgmt ACORD 25 Pending

Early preview of the COIBot dashboard

The problem

Manual COI generation is a time sink — for you and your holders.

01

Manual COI assembly is a time sink. Pull up the policy in AMS360, cross-reference limits, type them into the ACORD form, double-check every field. One certificate takes 10-15 minutes. Multiply by dozens per week.

02

Errors come back as correction requests. Wrong limit on the GL line. Missed the additional insured. The holder calls back, your producer is frustrated, and you're rebuilding the cert from scratch.

03

AMS360's built-in tool doesn't cut it. Vertafore's native certificate tool has accuracy problems — documented on G2 and in agency forums. You end up checking its output anyway, so you're doing the work twice.

How it works

Connect your AMS360. Select insured + holder. Done.

Step 1

Connect AMS360

COIBot links to your AMS360 instance and reads policy data directly. No manual data re-entry, no CSV exports. Setup takes under 5 minutes.

Step 2

Select insured + holder

Pick the insured from your book, choose the certificate holder, and COIBot pre-fills every field on the ACORD 25 with the correct limits and additional insureds.

Step 3

Generate & send

Review the pre-filled certificate, click generate, and COIBot delivers the PDF to the holder. 12 seconds, not 12 minutes.

Built for

CSRs at independent P&C agencies on AMS360

The time problem

Stop spending hours on manual COI work

COIBot cuts certificate generation from 10-15 minutes to 12 seconds. For a CSR processing 30+ certs per week, that's 4-7 hours recovered. Use that time for producers and customers instead.

The accuracy problem

Zero errors. Zero correction requests.

COIBot pulls limits, additional insureds, and endorsements directly from AMS360 — no transcription errors. Holders get the right certificate the first time.

one-click-coi acord-25 ams360-native error-free audit-trail bulk-generation

Early access · Limited spots

Be the first to generate error-free COIs from AMS360.

We are onboarding a small group of independent P&C agencies to test COIBot before full launch. Join the waitlist and you will be the first to know when early access opens.

Free during early access

Your feedback shapes the product

No credit card required

First to know when we launch

No spam. We will only contact you about COIBot.

Book a call with the founder
Dario Verghi

A project by LeanAI Studio, built by Dario Verghi

Building focused tools for underserved B2B niches. We ship this if 50 people sign up.

Book a Call with the Founder