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Bloss & Dillard Certificate of Insurance Utility

Bloss & Dillard Certificate of Insurance Utility

Did you know you can issue Certificates of Insurance (COI’s) from our Agent Service Center? Many of your insurance policies may be eligible to have COI’s created and issued right from your Agent Service Center account. If you do not currently have an account for our Bloss & Dillard Agent Service Center, you can register from this site: https://asc.bloss-dillard.com/register/.

Once logged in, you can click the Certificates section and you will see a list of your policies. If a policy is eligible for COI-issuance, there will be a notification on that particular policy. Once you click on the COI issuance screen, it is rather simple. You will enter the Certificate Holder information (name and address) then enter your email address and name and click “create.” It is as simple as that! As long as you do not need any special wording or the Certificate Holder is not also an additional insured, you will receive an emailed copy of the COI within a couple of minutes. You can then forward that on to your Insured. If primary/non-contributory wording or a waiver of subrogation is required OR the Certificate Holder is an additional insured, the COI request will still be submitted to us but requires approval as additional premium might be required. Once approved, we will forward the COI to your email.

By using this utility, you can speed up the process of issuing COI’s for your clients. For Certificate Holders only, a COI can be issued faster than you can type up the request for the COI and email it to our office, so why wouldn’t you want to use it? If you have not used it yet, I encourage you to give it a try. If you have, let me know what you think and if you have any suggestions on how we can make it better. Feel free to contact me at (800) 624-3422, ext 115, or at ttooley@bloss-dillard.com.

Posted by Tate Tooley, IT Manager on Mar 15, 2021