White-label partnerships

Your clients.
Your brand.
A smarter COI offering.

Bring a modern certificate-of-insurance experience to market without building the technology from scratch. TrueCOI helps the right partners create a differentiated offer that keeps their brand—and their client relationships—front and center.

Brand-forward experienceFaster path to marketBuilt for long-term value
Client workspace

Certificate intelligence

A clearer view of client risk.

Portfolio signal
Renewal visibility
Powered by TrueCOI
01Your relationship
02Our foundation
03One stronger offer

A better way to expand your offer

Give clients more value—without becoming a software company.

COI management is close to the client, operationally important and often held together by spreadsheets, shared drives and manual follow-up. That creates an opening for trusted advisors and service providers.

A TrueCOI white-label partnership can help you turn that everyday friction into a modern, branded experience clients can understand and teams can act on.

DifferentiateStand apart with a focused solution—not another generic portal.
RetainCreate another reason for clients to stay connected to your team.
GrowOpen a new conversation with current clients and future buyers.

Designed for trusted client relationships

Is TrueCOI a fit for your business?

The strongest partners already understand the buyer, own a valuable relationship and want to bring something meaningfully better to market.

01

Risk advisors & consultants

Pair your expertise with a modern experience that helps clients move from documents to decisions.

02

Property managers

Give owners and operations teams a clearer way to keep vendor coverage visible across every property.

03

Technology & service providers

Extend your platform or managed service with a focused COI capability—without starting from zero.

The partner advantage

A stronger offer, built around your market.

You bring the trust, market knowledge and client relationship. TrueCOI brings a focused product foundation and a partnership conversation built around fit.

01

Lead with your brand

Create a client experience that reinforces your identity, your relationships and your market position.

02

Reach the market sooner

Start with a purpose-built COI foundation instead of funding a long, uncertain product build.

03

Add a compelling new offer

Give clients a clearer way to manage certificate evidence, upcoming expirations and work that needs attention.

04

Deepen client relationships

Stay closer to an operational risk workflow that matters long after the initial placement or engagement.

05

Build on a credible foundation

Position the offering on a Google Cloud architecture designed around protected data, controlled access and resilient growth.

06

Shape the right commercial model

Explore a partnership structure that fits your audience, route to market and level of involvement.

From conversation to market

Start focused. Learn quickly. Build for scale.

1ALIGN

Confirm the market fit

We begin with your audience, the problem you want to solve and the role the offering should play in your business.

2SHAPE

Define the experience

Together, we outline the brand, commercial, operating and technical boundaries required for a responsible launch.

3LAUNCH

Take a focused offer to market

Start with a bounded audience, learn from real engagement and build a repeatable partner motion from evidence.

Responsible by design

A compelling partnership does not require giving away the playbook.

Public conversations stay focused on customer value, market fit and the partner experience. Product internals, sensitive implementation details and proprietary methods are shared only when appropriate and with the right protections in place.

Market the outcomeProtect the methodEarn trust in stages

Partnership questions

Let’s make sure the fit is real.

A white-label relationship should create clear value for your clients, your business and the people responsible for delivering it.

What does “white-label” mean for TrueCOI?+

It starts with your market, your client experience and your brand. The exact product, service and operating model is defined together during partnership discovery.

Do we need to build or operate the technology ourselves?+

The goal is to avoid an unnecessary ground-up build. We will discuss the responsibilities, technical fit and support model required for your specific offering.

Can we begin with a focused market or client segment?+

Yes. A bounded launch is often the best way to confirm audience fit, refine the offer and build a repeatable go-to-market motion.

Will you share sensitive product details during the first conversation?+

No. The first conversation focuses on market fit, buyer needs and partnership alignment. Deeper technical information is shared only at the appropriate stage.

Your market. Your brand. A better client experience.

Want to become a TrueCOI white-label partner?

Tell us about your business, the clients you serve and the opportunity you see. If the fit is right, we will shape the next conversation around a practical path to market.

Start the partner conversation No sensitive client or policy information needed.