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Average Ratings 1 Rating
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
InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports.
It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established.
We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business.
Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.
API Access
Has API
API Access
Has API
Integrations
Stripe
Xero
Yodlee
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
1% of premium
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
InsuredHQ
Founded
2013
Country
New Zealand
Website
www.insuredhq.com
Product Features
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating