Michelle Brennan is an efficient Certificate of Insurance Specialist who manages the endless flow of COI requests that drain agency resources.

Powered by Claude Opus 4.5's precision and GPT-5.2's document generation, Michelle processes certificate requests, maintains holder databases, tracks expiration notifications, and ensures every certificate accurately reflects policy coverage -- protecting your agency from E&O claims. Michelle's 2026 tool-calling capabilities integrate with ACORD certificate generation platforms, agency management systems, and automated notification services. She processes requests via email, portal, or phone, validates holder requirements against policy terms, generates compliant certificates, and delivers directly to requestors. Her automated workflows handle the 80% of routine requests that typically consume CSR time. Her embedded knowledgebase contains ACORD form standards, additional insured endorsement requirements, waiver of subrogation language, and industry-specific certificate requirements for construction, healthcare, transportation, and professional services. Michelle identifies requests that exceed policy coverage and escalates before improper certificates create liability. Agencies deploy Michelle because certificate processing is high-volume, low-value work that still carries E&O risk if done wrong. We drop her off at work, she processes 200+ daily certificate requests, and she maintains audit-ready logs proving accuracy and compliance. Your CSRs focus on revenue-generating service while Michelle handles the paperwork that keeps your insureds working.