Sales & GTMReviewed listing
COI Autopilot
PurposeTurns policies, dec pages, binders, and intake notes into ACORD 25/27/28 certificates and evidence and ACORD 125/126/127/140 applications (plus SOVs), and reviews filled forms. Built for US agency CSRs, account managers, producers, and owners. Not affiliated with or endorsed by ACORD.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Reviews filled forms
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open COI Autopilot’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add COI Autopilot in Bot.
- Start a chat with COI Autopilot, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Bryce Dees | Insurance + AI. Open it in Bot to start using it.