Certificates of Insurance are a routine part of agency life. Contractors, business owners, and partners often need them quickly—and requests can come in at any time.

But when certificate requests pile up, they can easily take up valuable time for your team. Instead of focusing on higher-value work, staff members may find themselves repeatedly generating and sending the same types of documents.

With Access My Insurance (AMI), certificate management becomes faster, simpler, and more efficient—giving both your team and your customers the flexibility they need.

Instant Certificates, On Demand

One of the biggest advantages of AMI is the ability to put certificate access directly into your customers’ hands.

Through the customer portal, insureds can generate their own certificates whenever they need them. Whether it’s during business hours, late at night, or over the weekend, customers can quickly create the documents required for contracts, vendors, or job sites.

This instant access eliminates delays and reduces the number of routine certificate requests your team has to handle.

Automatic Holder Updates

Keeping certificate holders informed can often require extra manual steps. With AMI, automatic holder updates help ensure the right people stay informed without requiring additional work from your staff.

This automation keeps everyone in the loop while maintaining accurate and up-to-date documentation.

Customizable Access and Control

Even though customers can generate certificates themselves, your agency still maintains full control over the process.

AMI allows you to customize access and permissions, ensuring that customers can only view and generate the certificates they are authorized to access. This balance of flexibility and control helps maintain accuracy and compliance.

Smart Notifications for Peace of Mind

Automation doesn’t mean losing visibility. AMI includes smart notifications that keep your team informed about certificate activity.

These alerts ensure you always know what’s happening with your customers’ certificates, helping you stay organized without needing to monitor every request manually.

More Time for What Matters

When customers can handle simple tasks on their own, your team gains valuable time back in their day. Instead of managing routine certificate requests, staff can focus on client relationships, policy reviews, and business growth.

At the same time, customers benefit from faster service and greater convenience.

A Better Experience for Everyone

With AMI’s certificate management tools, your agency can reduce busywork while improving the customer experience. Insureds get the flexibility and speed they expect, while your team gains back hours each week.

Less time on paperwork means more time growing your business—and that’s a win for everyone. If you want to learn how to create certificates, check out the article in our Resource Center.