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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
Functional Finance serves as the engine for insurance billing and payments, managing the flow of money once a policy decision is finalized. Positioned between the policy management system and the general ledger, it processes policy events such as bindings, endorsements, cancellations, and reinstatements, executing the corresponding financial commitments with precision. The system adeptly oversees billing, invoicing, payment collection, cash application, treasury routing, and the payables for distribution partners, accommodating various models like agency bill, direct bill, installments, and premium financing. Payments are systematically applied at both the policy and line-item levels, ensuring that commissions and remittances remain aligned while maintaining an auditable trail for every transaction. Consequently, this results in a financial operations system that is aware of policy details, replacing the need for manual reconciliation with streamlined and scalable processes that enhance operational efficiency. Ultimately, the integration of these functionalities fosters a more reliable and transparent financial environment within the insurance sector.
API Access
Has API
API Access
Has API
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Integrations
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Integrations
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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
Functional Finance
Country
United States
Website
functionalfi.com