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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 Web-Based 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