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Simplify COI tracking and collection to ensure compliance, stay protected and free up time for other tasks.
Simplify Your Insurance Certificate Collection and Tracking
Utilize a Centralized Document Database to Track Compliance
- Eliminate time-consuming, paper-based operations and manage certificates, requirements and relationships (vendors, insureds, facilities, projects & services) in a single source
- Take advantage of easy searching and filters from one location, saving your team time with audits and claims
- Consolidate your vendor data and other key documents, so you can protect your company and focus on other tasks
Automate Communications to Ensure Protection
- Automate your requests to vendors for renewal and missing certificates or endorsements, limiting time spent manually managing COIs
- Quickly identify compliance issues and take immediate action by sending requests for policy renewal documents
- Allow your insureds to submit their certificates and other documents with a single click to ensure a timely response and compliant COIs
Eliminate Manual Data Entry for Your Team
- With our OCR (Optical Character Recognition) technology you can automatically scan vendor forms, transcribe data and compare your customized risk templates or insurance requirement sets to guarantee insured compliance and stay protected
- Quickly know if their insurance requirements are not being met with non-compliant notifications and deficiencies directly identified
- If your insureds are not compliant, immediately follow up with the requests for more information and mitigate risk
Create Percentage Risk Reports
- Generate analysis and feedback reports on all system activity, duplicate insureds, employee productivity, insured compliance, bulk renewals, communications sent and more
- Download and export all reports in PDF or Excel