How long does setup take?

Implementation includes SMS/email setup, agency-domain sending, workflow rules, carrier and policy import, and team training. Your carriers can keep texting and emailing COI requests without learning a new portal.

Can I import my existing carriers?

Yes. Upload a CSV of your current book and we will organize carriers, policies, and certificate history without changing how those carriers contact you.

Do carriers need to download an app or learn a portal?

No. Carriers can keep texting or emailing COI requests the way they already do. A browser workflow can exist when useful, but it is not the adoption path your agency has to depend on.

How does the email domain setup work?

We walk you through adding a few DNS records to your domain. After that, every cert is sent from your agency's email with SPF, DKIM, and DMARC authentication.

Your data is yours. Export everything as CSV anytime. No long-term contracts, no cancellation fees.

Yes. All data is encrypted in transit and at rest. We never sell or share your data.

AI COI automation for trucking agencies

Stop wasting your team's day on COI requests.

CertDirect monitors SMS and email, follows up for missing information, sends certificates from your agency domain, and confirms completion without making carriers use another portal.

Watch it work

Early agency users report saving 1.5-2 hours per employee per day on COI-related SMS and email work.

Interactive demoClick send to watch it work

Live COI automation

CertDirect watches SMS and email, then handles the request.

CertDirect is active

Atlas Freight Co.

SMS conversation

AI monitored

Today 8:14 PM

hey i need my COI sent to broker@northstarlogistics.com ASAP

COI detected

CertDirect AII got that sent off for you! Have a great day!

CertDirect is active

Watching for certificate requests

AI workspace

Handling request

Reading request

Verifying carrier details

Locating correct COI

Preparing email

Sending certificate

Carrier

Atlas Freight Co.

Recipient

broker@northstarlogistics.com

COI

ACORD-25 certificate

Sender

certs@youragency.com

COI sent successfully

certs@youragency.com sent the ACORD-25 to broker@northstarlogistics.com.

Built for teams whose carriers still text and email

Trucking Agencies

Fleet Operators

Freight Brokers

Independent Producers

Replace the daily COI chase with a tracked workflow

CertDirect turns the same texts and emails your carriers already send into structured certificate work your team can trust.

Before CertDirect

COI requests scattered across texts and email
Staff manually asks for holder and recipient details
Agents stop quoting to send certificates
No consistent audit trail for each request
Carriers ignore portals and keep texting anyway

After CertDirect

AI detects COI requests automatically
Missing info is collected by SMS or email
Complete requests are sent from your agency domain
Exceptions go to an agent review queue
Every request has a clean record

No portal required

The adoption path is the workflow carriers already use. CertDirect handles the follow-up, delivery, and audit trail behind the scenes.

Old COI tools

CertDirect

Old COI toolsCarriers have to log into a portal

CertDirectCarriers keep texting and emailing

Old COI toolsStaff still chases missing info

CertDirectAI follows up automatically

Old COI toolsRequests live across inboxes and texts

CertDirectEverything becomes a tracked workflow

Old COI toolsAgents manually send and confirm

CertDirectCertDirect sends and confirms

Old COI toolsNo clean audit trail

CertDirectEvery step is logged

Handle COIs without teaching carriers a new tool

CertDirect meets carriers where they already communicate. They keep texting or emailing; your agency gets structured intake, policy checks, ACORD generation, trusted delivery, and audit.

SMS / email

Request detected

Intake

Atlas Freight asked the same way they always do. No portal tour, login, or setup call.

Policy check

Coverage verified

Rules

Auto liability, cargo, and expiration data matched the active policy.

Delivery

Broker email trusted

Sent

The certificate was delivered from certs@youragency.com.

No new carrier workflow

Broker delivery email

Your Agency

certs@youragency.com

Authenticated

Certificate of Insurance

Attached ACORD-25

Atlas Freight Co.

Holder: Northstar Logistics

COI-2026-0418.pdf

Broker accepted

Certificate delivery your brokers recognize

Agent-visible automation

CertDirect reads the request, drafts the work, and keeps agents in control when an exception needs review.

Works with the channels you already have

SMS, email, carrier records, policy data, branded delivery, and audit trails stay tied together.

Carriers

Policies

Domain Email

Audit

No carrier training

Carriers keep texting and emailing. CertDirect turns those messages into completed COI workflows.

SMS + email intake

Monitor the places requests already arrive, then extract holder, recipient, carrier, and document details.

Agency-domain delivery

SPF, DKIM, and DMARC help brokers trust the certificate email when it arrives.

Policy record control

Keep insurers, coverages, renewals, and certificate history tied to the right carrier.

Agent review queue

Exceptions, missing details, and approval decisions land in a focused agency inbox.

Decision audit

Trace request intake, policy checks, generation, delivery, and agent decisions.

Ready to stop being the COI follow-up desk?

Connect the channels carriers already use. CertDirect handles the request, sends from your agency domain, and leaves a clean audit trail.

Built for trucking agencies handling daily COI volume. Implementation includes SMS/email setup, agency-domain sending, workflow rules, and team training.

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