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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

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.

Description

Cloud Insurance offers a comprehensive SaaS platform for managing insurance operations tailored for managing general agents (MGAs), carriers, brokers, and emerging insurance startups, functioning as the essential software rather than acting as an insurer itself. The platform encompasses nine distinct modules that facilitate the entire policy lifecycle, including a Product Engine for rapid product design and pricing, comprehensive management of Policies, AI-driven Claims processing, streamlined Distribution for partner onboarding, and robust Finance capabilities for accounting and invoicing. Additional features include a Customer Relationship Management (CRM) system, automated Workflow tools for underwriting and reminders, customizable Reporting dashboards, and advanced AI Machine Reading for efficient document handling. Policyholders benefit from a personalized Purchase Journey and a self-service My Account portal, while REST APIs enable seamless integration for creating customers, policies, and quotes from outside systems. Cloud Insurance can be deployed as a complete core system, a modular add-on, or a minimal viable product (MVP) platform, with pre-built offerings that cover various lines such as travel, dental, pet, health, payment protection insurance (PPI), and sports. This versatility allows businesses to adapt the platform to their specific needs and scale their operations effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

C2COI

Founded

2018

Country

United States

Website

c2coi.com

Vendor Details

Company Name

Cloud Insurance

Founded

2012

Country

Norway

Website

www.cloudinsurance.io

Product Features

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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Alternatives

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