Certificate requests, prepared for review.
An insurance certificate request is a holder asking the agency for a certificate of insurance. AI fills the packet. A person checks the endorsements before release.
Why the certificate is not the policy
The risk Retyped numbers, implied coverage.
Not the policy Certificates create no coverage.
Current edition ACORD 25 (2025/12).
Trademark ACORD is a registered mark of ACORD Corporation, and Precision AI OS is not affiliated with or endorsed by ACORD.
How certificate of insurance request automation stops at the endorsement
One line of business. The agent fills the packet, and an authorized person releases it.
Read the request A wish list, not instructions.
Copy policy facts Blank stays blank.
Stop at two columns Additional insured, subrogation waived.
Draft the description Staff edit it.
Match holder and insured Resolve mismatches first.
Release after the check By the authorized person.
Policy numbers copy. Endorsement columns don't.
The packet carries the facts. The reviewer decides what the policy supports.
AI prepares Lists asks beside policy fields.
Reviewer decides Which asks the policy supports.
AI prepares Leaves both columns unmarked.
Reviewer decides Checks the endorsement first.
AI prepares Drafts the operations description.
Reviewer decides Edits and releases it.
AI prepares Flags name mismatches.
Reviewer decides Resolves the account.
Illustrative holder request, not a certificate
Fictional agency Asks are not marks.
Input Landlord asks: additional insured, waiver.
Output Facts filled; both columns blank.
Note A person checks the endorsement.
Certificate request checklist before release
For the person releasing the certificate. It confers no coverage.
Agency-side request, not tracking.
Holder, insured, contract copied.
Policy facts copied or blank.
Asks stored as asks.
Endorsement checked before marking.
Description adds no coverage.
Mismatches resolved by a person.
Sent copy and releaser logged.
What the certificate workflow will not mark
Policy data stays per account.
No marks from email alone.
Agency system, inbox, and portals
Agency system, inbox, carrier portals.
Questions
Is this for the agency or for the certificate holder?
The agency. A holder collecting certificates from other people's insurers is a different buyer.
Can certificate of insurance request automation mark additional insured if the holder demands it?
No. The mark grants nothing the policy or an endorsement does not. A person checks the policy first.
What is the current ACORD 25 edition?
As of October 2026, ACORD lists ACORD 25 (2025/12) as the current Certificate of Liability Insurance edition.
What if the agency system can already issue the certificate?
Use it. This workflow is the check before issue: asks against the policy record, columns blank, a person releasing.
Who may release the certificate?
The person that agency's license and that state's law authorize to release it.