You can find COIs in the Thimble Broker Portal in a client’s policy details page. . Find your client’s active policy in the “Policy” section of the portal and click “Manage Policy”.
On the right side, you’ll see the “Documents” section . Next to “Certificates”, click on the “View” link.
This will open a screen where you can view all COIs. . On the bottom is a list of people on file that received a COI. Click on the document icon on the right to view, download, or share another copy of the document.