Certificate of Insurance Tracking & Compliance

COI Management Impoves Compliance, Lowers Costs, Eliminate Overpayments





After more than 25 years of reviewing certificates, rarely were files complete.   Non compliance results in additional premium every final audit.  Expired, bogus, or undetected endorsements defeats the whole purpose of risk transfer.  In a claims situation, the fallout can be crippling or catastrophic.  Not only does outsourcing COI tracking save you time & money, better compliance means piece of mind and a better night’s sleep.  Our tracking program is perfect for landlords, contractors and Owner Controlled Insurance Programs (OCIP).

Manage COIs In One Centralized Location 24/7

  • Get rid of the paper trails and file cabinets that are cluttering up your office and manage all your certificates, requirements, endorsements, agreements, & W-9
  • Search through your certificates of insurance, documents and by name, field, compliance status and more in a fraction of the time
  • Consolidate your certificates and corresponding insured data, to guarantee compliance and ensure subrogation coverage for your company

Automate Certificate and Endorsement Collection

  • Automated requests for missing or expiring certificates, reducing time spent manually monitoring COIs
  • Create and send tenants/vendors/contractors (TVC) professional-looking emails and links to upload their certs online
  • Provide TVC 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

  • Our OCR (Optical Character Recognition) technology automatically scan forms, transcribes information and compares your customized risk templates to guarantee compliance.
  • OCR checked COI’s are double checked by dedicated team
  • Quickly realize if your insurance requirements aren’t being met with our non-compliant notifications and highlighted areas on the certificate
  • Know the instant a TVC is not compliant, so you can immediately follow up with the automated requests for more information

Generate Insightful Internal and External Risk Reports

  • All subcontract agreements, COI’s, endorsements in one place, make final audits a breeze and eliminate overpayments.
  • 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

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
  • TVC’s insurance agent clicks link to upload

No Installation Necessary

  • With a username and password the system is instantly deployable via a web browser; no installation nor extensive user training necessary. Users can call live support staff or submit online support tickets for any issues, complaints.