> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate artifacts on a single Insured

The carrier can generate and export a range of artifacts for the Insured, such as:

* **Certificate of Insurance (COI):** A document that serves as proof of insurance coverage. It provides essential details about the insured’s policy, such as the type of coverage, policy limits, effective dates, and the insurer’s information.

* **Insured Forms:** These are forms specific to the insured, which could include policy-related documents, applications, endorsements, or declarations. They provide detailed information about the insured and their policies.

* **Loss Runs:** A report summarizing the insured’s claims history. It typically includes details of past claims, such as dates, types of incidents, amounts paid, and statuses (open or closed).

## Generate a COI

Take the following steps to generate a COI for a specific insured:

1. Navigate to the **Insureds** page by clicking the **Insureds** tab.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-insureds-tab.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=2f15819d7d72a1f502f7414605905cf2" alt="" width="3024" height="732" data-path="insureds/images/generate-artifacts-insureds-tab.png" />

2. Select the **Insureds** you want to create a COI for
3. Go to the **Actions** dropdown and select the **Generate COI** option. This action opens up a **Generate COI** modal.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-actions-generate-coi.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=1847c8ec5c2911ccb6ade71dc9d23411" alt="" width="1999" height="382" data-path="insureds/images/generate-artifacts-actions-generate-coi.png" />

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-generate-coi-modal.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=6ecd84757fed2d860f66e5a57f488cca" alt="" width="1326" height="704" data-path="insureds/images/generate-artifacts-generate-coi-modal.png" />

4. Fill out the following fields:

   * **Select a Policy**: Choose an active policy associated with the insured to generate the COI

   * **As of Date (optional)**: Optionally, link the COI to a specific date

   * **Add Additional Interest**: If other parties need access to the COI, check this box and enter their names

5. Click the **Generate** button to redirect you to the COI preview page.

6. On this page, you can now **Edit** or **Download** the COI.

   * **Edit the COI:** Click the **Edit** button to make changes.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-coi-preview-edit.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=c6ac013f4271535ab99e8bf5bc35cb0b" alt="" width="1999" height="319" data-path="insureds/images/generate-artifacts-coi-preview-edit.png" />

You can also add smart tags by dragging your cursor to the desired location, clicking the **Insert Smart Tag** button, and selecting the tag to insert.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-coi-preview-smart-tags.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=1df7961e00035037531edee4012a1f1a" alt="" width="1999" height="861" data-path="insureds/images/generate-artifacts-coi-preview-smart-tags.png" />

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-COI-preview.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=efdb0bacafbbd333a4053c6ffd970aa2" alt="" width="1999" height="861" data-path="insureds/images/generate-artifacts-COI-preview.png" />

* **Download the COI:** Click the **Download** button to save the COI to your device based on your browser's download settings.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-coi-preview-download.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=84ed0789dbc109fcf8eaf46df63c0c4c" alt="" width="1999" height="269" data-path="insureds/images/generate-artifacts-coi-preview-download.png" />

## Generate Insured forms

To generate an Insured forms, take the following steps:

1. Navigate to the **Insureds** page by clicking the **Insureds** tab.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-insureds-tab.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=2f15819d7d72a1f502f7414605905cf2" alt="" width="3024" height="732" data-path="insureds/images/generate-artifacts-insureds-tab.png" />

2. Select the I**nsured** you want to create a form for
3. Open the **Actions** dropdown and choose **Generate Insured Form**. This will open the **Generate Insured Form** modal.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-actions-insured-form.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=d43200539e120af1293ffe27030d09ca" alt="" width="1999" height="336" data-path="insureds/images/generate-artifacts-actions-insured-form.png" />

4. In the modal, complete the following fields:

   * **Select a Form:** Choose the form you want to generate for the insured.

   * **As of Date (optional):** Optionally, specify a date associated with the form.

   * **Add Additional Interest:** If other parties need access to this form, check this box and enter their names.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-generate-insured-form.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=6855dd2c3b7eb831b2e5780a0374f811" alt="" width="1324" height="672" data-path="insureds/images/generate-artifacts-generate-insured-form.png" />

5. Next, click the **Generate** button to create the form.

## Export loss forms

To export loss forms, take the following steps:

1. Navigate to the **Insureds** page by clicking the **Insureds** tab.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-insureds-tab.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=2f15819d7d72a1f502f7414605905cf2" alt="" width="3024" height="732" data-path="insureds/images/generate-artifacts-insureds-tab.png" />

2. Select the insured for whom you want to create a COI.

3. Open the **Actions** dropdown and choose the **Export Loss Run** option. This will open the **Export Loss Run for This Insured** form modal.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-actions-export-loss-run.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=07dd3567969699e756da3d5dee06fe47" alt="" width="1999" height="349" data-path="insureds/images/generate-artifacts-actions-export-loss-run.png" />

4. (Optional) Select the date range for the loss runs you want to export.

<img src="https://mintcdn.com/aiinsurance-1ef97d09/ls88CnBYSdncVsv-/insureds/images/generate-artifacts-export-loss-run.png?fit=max&auto=format&n=ls88CnBYSdncVsv-&q=85&s=c24e49e749c3afad0e4302d111a57138" alt="" width="1318" height="500" data-path="insureds/images/generate-artifacts-export-loss-run.png" />

5. Click the **Export** button to download the loss run artifact. The file will be saved to your computer based on your browser's download settings.
