Scaling certificate of
insurance (COI) issuance
to under 60 seconds with
structured email automation
COI workflow automation
Multi-Inbox orchestration
Audit-Ready insurance issuance
Business context
Services Managed
Key challenges
The elsai solution
elsai implemented a structured COI Issuance Orchestration Framework, unifying email intake, validation, CRM verification, and certificate generation into a controlled, traceable workflow.
01
Automated multi-inbox monitoring
elsai processed multiple inboxes in parallel, eliminating manual triage and accelerating request intake.
02
Structured data extraction & validation
Request details were automatically extracted and validated against defined policy rules, reducing follow-ups.
03
Configurable subaccount workflow logic
Business rules were tailored to each subaccount, ensuring consistent and compliant issuance.
04
CRM policy verification
Coverage details were validated against CRM data prior to issuance, strengthening accuracy and control.
05
Instant COI generation & delivery
Certificates were generated and delivered in seconds through automated workflows.
Outcomes & business value
By deploying elsAi, the organization achieved measurable improvements across speed, scalability, and operational control.
Operational impact
COI issuance reduced to under 60 seconds
Significant reduction in manual data entry and intervention
Improved accuracy and consistency across subaccounts
Centralized visibility with full audit traceability
Scalable framework supporting hundreds of inboxes
Patient impact
COI issuance in less than 60 seconds
Faster response to coverage requests
Near-instant receipt of insurance certificates
Improved service responsiveness and satisfaction
Improved service responsiveness and satisfaction
From inbox-driven COI processing to instant, scalable certificate issuance
Before elsai
Issuance Time
Hours to days per request
Manual review of COI request emails and attachments
Repetitive data entry across decentralized subaccounts
Follow-ups due to incomplete or inconsistent information
Limited tracking across multiple inboxes
Minimal real-time visibility into request status
After elsai
Issuance Time
Under 60 seconds
Automated multi-inbox monitoring and intake
Significant reduction in manual data entry and intervention
Improved accuracy and consistency across subaccounts
Centralized dashboards with full audit traceability
Scalable framework supporting hundreds of inboxes
How it transforms
elsai
Eligibility & benefit orchestration framework
Automated email intake and request extraction
Policy validation through CRM integration
Subaccount-specific rule enforcement
Real-time workflow tracking and SLA monitoring
Audit-ready documentation and compliance controls
Transform COI processing with elsAi
If manual inbox workflows and repetitive validation are slowing certificate issuance, structured orchestration can redefine speed and scalability.
