For independent P&C agencies
Remove Busywork Bottlenecks
from Producer Pipelines for Good.
Every COI request: caught, sorted, chased, logged, and ready for sign-off. Automatically.
A 24/7 back-office that simply works.
Capability
What Yozona Does
Around-the-Clock Workflows
Fulfillment times from days or hours to minutes. Routine COIs, renewal prep packets, MVR ordering, ACORD data entry. Auditable and automatable end-to-end.
Auto-pilot NIGO to IGO
When something's missing, Yozona pings the requester for it and keeps the thread alive. Nothing sits. Nothing slips. No client waiting on a callback.
Above-the-Board Compliance
Producer sign-off on every cert, full audit trail behind it. Your compliance posture stays in-house, not outsourced.
Process — COIs
How It Works
The Request Lands
A COI request arrives via your typical intake system. It is securely forwarded into Yozona's processing pipeline.
Validation & Triage
The request is checked against your active policies, missing info is chased, ACORD is filled in, complexity is triaged for human review.
Producer Sign-off
Your producer is sent the finished work with a full audit trail. One-click approve sends the signed certificate to the requester.