Mercury Portal: On-Demand COI for Carriers and MGAs

Mercury Portal: On-Demand COI for Carriers and MGAs

COI requests shouldn't create a backlog. Mercury's self-service portal can deliver certificates on demand while keeping carrier controls intact.

  • Reduce service tickets: policyholders and agents generate COIs without waiting on staff.
  • Improve compliance: role-based access and an auditable trail of who generated what and when.
  • Speed up onboarding: consistent COI handling across MGA and program business workflows.

For carriers and MGAs, it's a practical way to improve service without compromising governance.