AI-Powered COI Automation
Automated high-volume COI processing and improved team efficiency by 50%
The Problem
Manual COI workflows looked simple on paper but failed at scale. The team was handling 10-25 Certificate of Insurance requests at once, often with less than an hour turnaround. Inputs were unstructured, insured lookup depended on slow legacy SOAP APIs, ACORD 25 forms were completed manually, and there was no structured review layer before sending.
Our Solution
We rebuilt the full pipeline in n8n across Request Processing and COI Generation. Incoming emails trigger automation, AI identifies insured entities from messy inputs, policy data is synchronized into PostgreSQL, and certificate data is mapped into ACORD 25 outputs using PDF.co. A controlled review inbox allows the service team to validate and approve before outbound delivery.
How It Works
Incoming COI request emails trigger processing automatically
AI identifies insured records from noisy fields (company name, MC/DOT, email)
Certificate holder details are extracted by an additional AI step
Policy data is cached in PostgreSQL to reduce repeated legacy API calls
PDF.co generates ACORD 25 certificates from mapped policy records
Service team reviews and approves certificates in a dedicated inbox
Final COI is sent back through the same operational channel
Technologies Used
Results & Impact
Team efficiency increase while improving turnaround and quality control
50%
Efficiency Lift
50%
Request Load
10-25 concurrent
Turnaround Target
< 1 hour
Error Reduction
Significant
Key Takeaway
AI alone does not fix operational workflows
Deterministic systems and structured review are required for reliability
Controlled pipelines are what make automation production-ready
Ready to start your project?
Let's discuss how we can help you achieve similar results