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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CertChase serves as a user-friendly online platform tailored for general contractors and remodelers, facilitating the management of subcontractor certificates of insurance (COIs) and trade licenses. Users can easily import subcontractor information via spreadsheet copy-pasting or CSV uploads, establish deadlines for document submission, and send unique upload links to subcontractors, all without requiring them to create an account. The application intelligently extracts essential data from uploaded PDF documents, flags any missing, expired, or insufficient coverage papers, and delivers automatic email reminders until all compliance requirements are met. Additionally, a comprehensive status board provides an overview of subcontractors who are compliant, those nearing expiration, or those that require further attention. With a shareable view and a weekly digest, project and operations teams can efficiently keep track of all necessary paperwork. This service is specifically designed for teams that prefer to manage vendor compliance internally, instead of delegating the review process to an external entity, ensuring streamlined oversight and organization.

Description

Prevent potential project setbacks, monetary penalties, and legal issues stemming from coverage deficiencies. Ensure insured parties receive automatic notifications about renewals and facilitate smooth interactions with agents concerning COI submissions. Minimize the time dedicated to managing insurance coverage, compliance, and broker submissions. Implement templates to create consistent workflows and enforce requirements across all insured parties involved in a single project. By streamlining team processes and enhancing productivity, you can steer clear of fines and reduce administrative burdens. Rest assured that all your contractors and vendors maintain compliance and have current insurance policies. With PINS, you can trust that insurance management is efficiently handled throughout your organization, allowing you to concentrate on priorities that truly matter. Standardize and automate the submission of insurance documents according to your preferences, utilizing machine learning-powered OCR to expedite the certificate process seamlessly. PINS not only ensures that submissions comply with specified requirements but also enhances overall operational efficiency. By adopting this system, businesses can achieve a greater sense of security and reliability in their insurance management practices.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Procore No 
Sage 300 No 
Viewpoint Vista No 

Integrations

Procore Yes 
Sage 300 Yes 
Viewpoint Vista Yes 

Pricing Details

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CertChase (gocertchase.com)

Country

United States

Website

gocertchase.com

Vendor Details

Company Name

Pins Advantage

Founded

2000

Country

United States

Website

www.pinsadvantage.com

Alternatives

Alternatives