We understand that managing COIs can be time-consuming, confusing & potentially expose your company to unintended risk. That’s why we offer our full-service COI management package, so you don’t have to deal with the COI process.
Stay Protected with Our Start to Finish COI Tracking Services
Take Advantage of Our Qualified Insurance Professionals
- Ensure compliance by letting our team of insurance professionals manage the entire COI process for you, which includes setup, collection, compliance review, tracking and reporting
- We’ll manage the day-to-day certificate of insurance processes, freeing up time for your in-house staff to focus on core competencies of the business and generating more revenue for your organization
- Our knowledgeable insurance professionals act as an extension of your organization and work to ensure the proper coverage and limits are being met, so you remain protected
- Cut costs by eliminating the overhead associated with recruiting, hiring, training and employing in-house staff due to growth or turnover
We’ll Onboard & Set Up the COI Tracking System for You
- Our team imports, set’s up and configures your insured information, specific insurance requirements for your insureds and communication templates
- We’ll build your certificate of insurance notification templates and coordinate the auto-notification frequency (initial outreach, renewal request, follow-up on deficient COIs)
- We’ll make your transition to the certificate of insurance management service as easy, efficient and effective as possible
Our Team Collects, Tracks, & Reviews Your COIs
- Our certificate of insurance tracking software will be utilized to manage all aspects of your COI process that traditionally requires costly, time-consuming manual processes
- We’ll send initial and renewal certificate of insurance request emails on your behalf, as well as manage any insured COI questions or concerns
- Immediately after the data has been extracted from the insurance documents, we will compare the coverage information provided to your insurance requirements and follow-up with non-compliant insureds to achieve compliance
Generate Customized Compliance Reports Based on Your Needs
- We’ll build and provide customized compliance reports based on your needs and determined scheduled frequency
- Stay protected and increase your liability awareness in real time through our systems dashboards, reports and application features
- You can access the system, search insureds, download certificates of insurance, view transactional histories and compliance status on a 24/7 basis
