Independent property & casualty agencies of roughly 1–3 people — the producer/CSR staff who issue certificates of insurance to their clients' certificate holders and chase renewals. It is deliberately not for the vendor-compliance requestor side that tools like myCOI/illumend, TrustLayer, and Jones serve.
A spreadsheet stores text but does not remind, link a certificate to its policy and holder, or leave an audit trail anyone trusts. SiloBase turns the 60/30/14/7-day renewal queue that E&O guidance recommends into an automatic, auditable system.
No. SiloBase is a focused COI desk. If you already run an AMS you like, SiloBase handles the certificate-issuance and renewal-chasing work alongside it.
Early-access pricing runs $29/mo (Desk), $59/mo (Agency), and $99/mo (Pro). That sits below the $119/mo entry point of Insurstein, the cheapest agency-side COI issuance today. See pricing for details.
No. SiloBase is a record-keeping and reminder tool. Coverage continues to be issued and bound through your carriers and your AMS.
Not today. The first release is built for the issuing side — agencies that send COIs out. If your shop also has to track incoming vendor COIs, let us know on the waitlist; it shapes the roadmap.