Best Certificate of Insurance (COI) Tracking Software for Mid Size Business

Solutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management.

InsureMO (Insurance Middle Office), is an insurance platform that allows for the creation of use cases for any product or channel. It is available to brokers, insurers, agents, InsurTechs, start-ups, and channels. InsureMO is the core of the insurance industry ecosystem. It allows insurers to create products quicker, solution providers to include their innovations, and distributors to create apps that can be used to sell products to customers.

Billy is a comprehensive solution for managing insurance and compliance effortlessly. It allows you to pre-qualify subcontractors and streamline the tracking of essential documents like Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. Integrating seamlessly with platforms such as Procore, Autodesk, Sage 300, and JD Edwards, Billy eliminates the need for duplicate data entry, reducing errors and saving time. With automated reminders for expiring documents, real-time compliance monitoring, and proactive alerts, the platform helps businesses stay on top of their compliance needs. Billy also offers advanced features like an insurance wallet and AI-driven solutions that connect contractors, brokers, and carriers, creating seamless workflows. Tailored for the construction industry, Billy simplifies complex processes, enabling teams to focus on winning projects and ensuring compliance efficiently.

Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.

Intelligent OCR technology and Document AI software allow you to convert unstructured documents like bank statements, pay slips, and invoices into actionable data. It can work with any document format. In just a few clicks, extract totals, invoice numbers and payment terms from multiple invoices. To automate decisions, categorize table line items. Validate data captured with an external API or database and review the data. Your data is protected with enterprise-grade security. Docsumo gives you complete control over the data that is processed through Docsumo.

Our advanced TPRM platform will transform your approach to managing key partners. Our solution goes beyond the traditional risk management model by integrating the evaluations of suppliers, vendors and customers into an automated, unified system. We enable you to focus on the most important things: proactive and strategic risk management of your most important relationships.

Our cloud-based solutions are industry leaders and can streamline your back-office tasks. Our integrated platform automates contract administration and COI compliance, procurement, billing, and many other tasks. Our industry-leading COI management platform streamlines and automates insurance compliance. Our cloud-based solutions remove the hassle from risk management so you can feel confident in your protection. Compliance with COI has never been easier. Streamline client and subcontractor contracts. All your documents can be found in one place. Log change orders easily, make it easy to track changes and automate the signing process. Our state-of the-art Machine Learning and AI algorithms are used to analyze insurance documents. This eliminates the need for manual entry. Automated communications with subcontractors are available so that you don't have to deal again with lengthy email chains. We will notify you automatically when your insurance documents expire.

Picture a scenario where you no longer need to sift through Certificates of Insurance (COIs) to ensure compliance with insurance requirements. Asuretify’s innovative AI capabilities extract crucial information from COIs, policy documents, endorsements, and more, providing you with a comprehensive overview. Wave farewell to cumbersome spreadsheets and tedious manual checks, and welcome the efficiency of automation along with your very own AI assistant. Powered by Injala, Asuretify utilizes cutting-edge artificial intelligence to ease the strain of verifying insurance. With this technology, you can swiftly read and analyze entire policy documents within minutes. Regardless of whether your trade partners submit only a COI or the full policy document, our AI highlights essential details to expedite the verification process, enabling you to focus on more significant responsibilities. Envision a world where you're no longer inquiring about insurance documents from your trade partners. Asuretify simplifies the process, allowing your trade partners to easily log in and upload their documents in a flash, making insurance management seamless and efficient for everyone involved. This not only saves time but also enhances collaboration and trust between you and your trade partners.

Our top-rated software is trusted by top companies around the world. Upload a document to scan and review it automatically. The bcs extraction tool scans the COI in real-time and displays color-coded results. Vendors or agents who submit COIs can see the live, color-coded feedback and correct any discrepancies. Manage compliance and streamline vendor-onboarding processes with ease. COI tracking is important, but vendor compliance includes so much more. Bcs can help you with the entire process. Our powerful search tool allows you to find pre-qualified vendors near you instantly. Review their profile and read reviews from peers in the industry. Even the most sophisticated lease, loan, or contract agreements will not protect your organization if you don't have compliant insurance. With bcs's Certificate of Insurance tracking software, you can stop hunting for COIs.

Without the right tools, managing risks and maintaining compliance can be difficult. TrackSurePro is your ultimate solution for tracking certificates of insurance. Our cutting-edge software transforms COI management from a complex, time-consuming process into a streamlined and worry-free one. COI tracking (or certificate of insurance tracking) involves managing and tracking certificates of insurance in order to ensure that they are current and compliant with business requirements. Effective COI tracking in today's complex business world is more than just a good practice. It's a requirement. Implementing a robust COI system will protect your business from potential liabilities, ensure regulatory conformity, and streamline operations for greater efficiency. Businesses can reduce risks by implementing a COI tracking system. This will ensure they are protected, compliant and efficient.

C2COI is an intuitive, cloud-based system designed for the management and tracking of certificates of insurance. With this tool, you can effectively oversee your COIs, ensuring that insurance coverage remains uninterrupted for all involved professionals. The dashboard provides a comprehensive overview of crucial COI data related to your business partners, making it easy to view at a single glance. You can efficiently search for partner policies based on either the date or the type of policy and obtain a detailed list of all certificates along with their expiration dates. This system keeps you prepared for audits at all times. C2COI diligently monitors the policies of your partners and alerts both you and them as expiration dates approach. Serving a variety of sectors—including contractors, property managers, insurance agents, and compliance managers—C2COI streamlines the management and tracking of insurance certificates. By automating this process, you can significantly reduce both time and financial expenditures, benefiting staff and management, particularly during the annual policy audit period. Ultimately, the adoption of C2COI not only enhances efficiency but also fosters stronger partnerships through enhanced communication regarding insurance status.

InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.

CertFocus offers a comprehensive domestic certificate of insurance tracking solution that is adaptable, reliable, and scalable, achieving industry-leading compliance rates exceeding 90%. We prioritize your trust by consistently delivering top-notch compliance, enhanced financial efficiency, and unparalleled service, which is why we do not bind our clients to long-term contracts. Our straightforward implementation process allows clients to select between a self-service or full-service model, making it simple and fast. Additionally, we provide group reports and dashboards categorized by region or function, seamlessly integrating them into complete corporate reporting. Unlike other solutions that merely track compliance, our cutting-edge service, backed by qualified insurance experts, effectively resolves compliance issues, thereby significantly boosting COI compliance rates. This commitment to excellence ensures our clients' ongoing satisfaction and reinforces our reputation in the industry.

COI Pro stands out as a premier provider of software designed for tracking certificates of insurance, making the processes of collecting, verifying, and managing COIs more efficient. Companies of all sizes, from small startups to large enterprises, depend on COI Pro to effectively lower risks within their supply chains while minimizing the administrative workload associated with document oversight. The software enables streamlined insurance certificate tracking through innovative solutions, ensuring that users can quickly and easily manage their COI documents. In just 72 hours following an agreement, COI Pro guarantees the migration of all your documents, allowing for a seamless transition. For newly issued certificates, the platform provides straightforward upload features, complete with user-friendly templates tailored for convenience. Additionally, unique COI requirements can be configured and overseen at both the division and business unit levels, offering customized solutions for diverse organizational needs. By utilizing COI Pro, businesses can enhance their operational efficiency while ensuring compliance with insurance documentation requirements.

Avoid lawsuits and claims that could cost your company millions. We eliminate the need to perform tedious manual tasks. TrustLayer automates the verification and management of certificates of insurance using AI & machine-learning technology. Our technology allows you to verify coverages and check exclusions, gain insight into insurance validity in real time, and much more than traditional tracking tools. For frictionless onboarding, real-time proof of insurance. You can easily request, verify, track, and track vendor insurance coverage. Customers can get live proof of insurance. Repetitive tasks can be reduced, which can lead to errors and take too much time. You can easily request and verify proofs of insurance from business partners. Verify insurance coverage and other compliance documents instantly. You can create new compliance goals for any information that you need to verify.

Ask your CFO or your risk manager how much lawsuits and claims can cost your company. If you collect certificates to confirm that they have been received, there is no guarantee that you are meeting your requirements. myCOI Central was built with insurance industry logic in mind to ensure that you are protected and have the right coverage. No more stacks of certificates in your office, or frustrating phone calls to track down certificates. myCOI Central automates your company's insurance certificate requests, collection and compliance resolution. It also gives your team a centralized repository for viewing compliance. Provide your insureds with industry-leading, agency-branded insurance tracking software. This will increase their business and retention. Offer the software alone or add your own compliance review service.

Avoid delays in projects, fines and legal consequences from coverage gaps. Notify insureds automatically of renewals, and work with agents easily on COI submissions. Reduce the amount of time you spend dealing with insurance coverage and compliance. Use templates to standardize workflows, and apply requirements to each insured on a project. By optimizing team workflows, you can avoid penalties and administrative overhead. You can be confident that your contractors and vendors have up-to-date insurance policies and are in compliance. PINS allows you to focus on the important things while knowing that your insurance is covered across your entire business. Standardize and automate your insurance submissions according to your preferences. We use OCR with machine learning to make the certificate flow as fast and easy as possible. PINS checks that the submissions meet the requirements.

COIs and insurance documents can be collected, verified, and approved with ease. Simplifying risk management can reduce risk, ancillary expenses, and revenue losses. Prequalify your subcontractors and ensure they comply with COIs faster by vetting, prequalifying, and ensuring their compliance. Jones helps construction and property management companies reduce insurance risk for every project, property, and application. Real-time tracking and management of COIs and insurance documents. Management of the entire process and aggregated analytics. Access tens-of-thousands of prepopulated insurance certificates, documents and contacts to improve compliance and manage vendors procurement in a faster, smarter way. Check the predicted compliance status of vendors before hiring them. Share vendor insurance information between your properties to eliminate redundant tasks. Instead of collecting each COI from scratch, you can use the existing vendor data. Create new requirements by extracting requirements directly from contracts.

Collecting, verifying, and reporting on Certificates of Insurance (COIs) may not be the most thrilling or glamorous task, yet it remains an essential component for any organization aiming to mitigate the risks associated with claims and lawsuits that could significantly harm their operations. With COI Tracker, we alleviate the hassle and frustration often associated with gathering and validating COIs on your behalf. Our sole focus is to track COIs for your business exceptionally well. By utilizing our comprehensive COI tracking service, you can say goodbye to hours spent on phone calls, chasing down responses, and repeatedly sending emails for certificate requests. Additionally, you can also eliminate the need to monitor renewal dates, as we handle that aspect for you. Vendors and subcontractors often express how easy and straightforward it is to submit their COIs through COI Tracker. While our automated system streamlines the process, rest assured that if you ever require assistance, we are just a phone call away and ready to prioritize your needs. In this way, we ensure not only efficiency but also peace of mind for your organization.

CertVault serves as a cloud-enabled repository and distribution platform for insurance certificates, granting immediate access to brokers, insured parties, holders, and carriers. This system diligently safeguards certificates by extracting essential information and systematically organizing it within a secure centralized vault. Utilizing blockchain technology, the platform ensures that once certificates are uploaded, they cannot be modified, thereby maintaining integrity and transparency throughout the process. Additionally, CertVault offers real-time alerts to holders when new certificates become available, featuring an intuitive interface that prominently displays crucial information such as expiration dates, carrier details, and insured names. The platform streamlines certificate management, significantly cutting costs while improving accessibility for all involved parties. Each certificate delivery is authenticated by the system, and the incorporation of blockchain technology assures the security of the data stored. Overall, CertVault enhances the efficiency and reliability of insurance certificate handling.

HoundDog automates all aspects of the certificate of insurance verification and collection process. You can easily get other compliance documents, such as W9s and MSAs. Subcontractor agreements and more. It is not efficient to use internal staff for chasing down and verifying COIs and compliance documents. HoundDog can automate all of this at a fraction the cost. HoundDog uses AI to capture your documents. The organization is at risk when COI renewals are not collected on time. Over 25% of businesses are estimated to be uninsured. You want to avoid this problem. HoundDog can instantly reveal coverage gaps by automatically retrieving renewals. HoundDog collects COIs, other documents and contracts from your contractors and vendors (and sometimes directly from insurance agents). Our software uses AI and machine learning to read data and compare it with your requirements.

A powerful yet easy-to use web-based solution that tracks incoming certificates of Insurance. It provides a centralized view for vendors, suppliers and tenants. It also offers compliance and risk reporting. Our user-friendly web solution allows you to manage your certificates of Insurance in an efficient manner. It is a comprehensive solution that will save time and money, as well as streamline the entire insurance process. Our user-friendly platform provides a self-service platform for easy and efficient control of your COI processes. Use our advanced rules-based automated engine to communicate with your tenants, subcontractors and franchisees. The solution gives you access to a central repository of certificates, requirements, vendors and other relevant data, along with real-time compliance data.