Stop answering COI requests. Give your contractor clients CredPacket free.
Your insureds send their own certificates in 30 seconds — so your office stops fielding COI requests for every bid. It's free for your clients, and you stay their agent of record.
Less certificate chasing. More renewing clients.
Your contractor clients build one credential packet and send it themselves, in 30 seconds. Your team stops pulling certificates for every bid, every GC, every time.
A polished credential packet makes your insureds look sharp in front of general contractors. You're the agent who gave them the edge — and they'll remember it.
CredPacket tracks expirations and nudges your clients before coverage lapses. Who do they call to rewrite the policy? You. The agent of record never changes.
Three steps for your clients. Zero extra work for you.
Share credpacket.com with your book of business. Signing up takes under two minutes and costs your clients nothing.
Your client adds their COIs and licenses. You stay listed on every certificate as their agent — nothing is reissued or rewritten.
When a bid asks for insurance, your client sends their credential packet instead of calling your office for a certificate.
Book a 15-minute walkthrough
See how CredPacket works for your book of business — and get a shareable link you can put in your next client email.
See CredPacket on your own credentials.
Tell us your trade and how you'd rather be reached. We'll walk you through a live packet built for your business — no slide deck, no pressure.
Prefer to just email us? hello@credpacket.com