We provide an easier, more cost-effective way for you to collect and track certificates of insurance, automate renewal requests, and guarantee insured compliance.
Our COI Tracking Software Makes Staying Compliant Effortless
Manage COIs In One Centralized Location
- Get rid of the paper trails and file cabinets that are cluttering up your office and manage all your certificates, requirements, endorsements and insured relationships in a single system
- Search through your certificates of insurance, documents and insureds by name, field, compliance status and more in a fraction of the time
- Consolidate your certificates and corresponding insured data, to guarantee insureds are compliant and ensure subrogation coverage for your company
Automate Certificate and Endorsement Collection
- Send your insureds automated requests for missing or expiring certificates, reducing time spent manually monitoring COIs
- Create and send insureds professional-looking emails and links to upload their certs online without relying on a web developer
- Provide insureds and producers the opportunity to easily submit their certificates and other documents with a single click, reducing time spent during the COI communication process
Eliminate Manual Certificate of Insurance Data Entry
- Use our OCR (Optical Character Recognition) technology to automatically scan forms, transcribe information and compare your customized risk templates to guarantee insured compliance
- Quickly realize if your insurance requirements aren’t being met with our non-compliant notifications and highlighted areas on the certificate
- Know the instant an insured is not compliant, so you can immediately follow up with the requests for more information
Generate Insightful Internal and External Risk Reports
- Generate analysis and feedback reports on all system activity, employee productivity, duplicate insureds, insured compliance, bulk renewals, communications sent and more
- Export and download all reports in PDF or Excel format
Own & Manage Risk In-House to Avoid Costly Alternatives
- Manage compliance in-house, eliminating the need for a costly full-service intermediary
- Customize our insurance documents and risk management software to meet your risk management process needs
Quickly Set Up, Train Users & Receive Ongoing Support
- Easily import current compliance or insurance document data
- No installation or extensive user training is necessary
- Live customer support is always available for troubleshooting
- Send system requests and issues submittals via our online Help Center
Get everything you need to efficiently collect, track and ensure COI compliance.
