Certificate of Insurance and Contract Document Management

Upload, scan, email, or fax vendor certificate and contract documents into the system or create dedicated email/fax addresses or a web portal for vendors to submit documents themselves. Send certificate requests to new vendors or automate renewal requests to current vendors. Securely track and maintain all necessary data for contractual compliance and claims subrogation.

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Collect Certificates of Insurance & Contracts

Send certificate requests to new vendors or automate renewal requests to current vendors. Upload, scan, email or fax certificate and contract documents into the system for insured or create dedicated email, fax or a web portal for vendors to submit documents themselves.

 
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Compare to Risk Templates

Create customized risk templates and our Optimal Character Recognition (OCR) technology will compare each new document to your requirements. Data is automatically pulled from your documents and populated into insured profiles for your review.

 
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File in your Certificate & Contract Database

Your documents and corresponding insured data are always available online to users with authorized login. Search through your database alphabetically or by field.

 
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Run Reports and Find Discrepancies

Generate reports on Duplicate Insureds, Insured Compliance, Issuance Productivity, Bulk Renewals, Communications Sent, and more. Export reports in PDF or Excel format, or email as an attachment.