Mercury Self-Service Portal Delivers On-Demand COIs

Keep certificate requests moving

Carriers, MGAs, and TPAs often need proof of insurance at the exact moment a policyholder, agency, or business partner is waiting for an answer. Mercury’s self-service portal helps authorized users reach the information they need without turning every certificate request into a manual service queue.

On-demand certificate of insurance access connects a routine service request to the policy information already managed in Mercury. That gives insurance teams a more consistent way to support day-to-day work while preserving the operational context behind each request.

• Give authorized users a direct path to current certificate information.
• Reduce avoidable handoffs for service teams and agency partners.
• Keep portal activity aligned with the policy and claims workflows managed in Mercury.

For organizations balancing service responsiveness with control, a self-service portal can make a focused improvement: faster access for the people who need documents and fewer repetitive steps for the teams supporting them.