May 5, 2026 · Upala Team
A 5-minute walkthrough of how the Upala COI Agent drafts certificates of insurance, flags endorsement gaps, and escalates ambiguous requests — before a CSR touches them.
Every day, CSRs at independent P&C agencies spend hours doing the same thing: pulling up a policy, checking whether the requested wording is actually supported, filling out the ACORD 25, and emailing it back. Routine. Repetitive. And consequential enough that a single misissued certificate can become an E&O claim.
We built the Upala COI Agent to handle the routine cases automatically — and to flag the non-routine ones before they become problems.
The video below shows the full workflow with real demo scenarios: a routine renewal that auto-drafts, a request that gets escalated because the policy doesn’t carry the right endorsements, and a custom-contract case where the agent refuses to draft and tells the CSR exactly why.
The demo below runs on synthetic data and shows the full workflow.
If you’d like to see it against your actual carrier mix and endorsement inventory, book a 30-minute walkthrough and bring your last month of COI requests. We’ll show you which ones the agent would auto-draft, which it would flag, and why.