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Description

Navigating compliance and risk management can prove to be difficult without adequate tools. Enter TrackSurePro’s groundbreaking COI tracking software, the ideal solution for managing certificates of insurance. This state-of-the-art software simplifies the intricate task of COI management, transforming it into an effortless and stress-free experience. COI tracking, which refers to the oversight of certificates of insurance, is essential for confirming that these documents remain current and meet your organization's compliance standards. In the intricate landscape of today's business world, proficient COI tracking is more than just advisable; it has become imperative. By adopting a comprehensive COI tracking system, you not only protect your business from potential risks but also ensure adherence to regulations while enhancing operational efficiency for a smoother workflow. Effectively managing COI tracking allows companies to reduce exposure to liabilities, ensuring continuous protection, compliance, and operational success, which ultimately contributes to long-term sustainability.

Description

VenueCOI is a software solution designed for tracking certificates of insurance (COIs) specifically for wedding and event venues. You can set your insurance criteria just once, then add vendors for an event, and each vendor is provided with an upload link that doesn't require them to create an account. The software utilizes AI technology to examine each certificate—whether it's an ACORD 25 PDF or a photo—ensuring it verifies general liability limits, policy dates in relation to the event date, additional insured wording, and liquor liability coverage. Vendors receive precise instructions on any necessary corrections along with automatic reminders, while your dashboard clearly indicates the status of each vendor as approved, pending, or requiring fixes. Once a vendor is approved, they automatically carry over for your subsequent events, streamlining the process. Additionally, a complimentary COI checker is offered, and the first event is free of charge, enhancing accessibility for users. This comprehensive solution simplifies compliance management and helps ensure that all events are properly insured.

API Access

Has API No 

API Access

Has API No 

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 Yes 
Free Version No 

Pricing Details

$29/month
Free Trial Yes 
Free Version Yes 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

TrackSurePro

Country

United States

Website

tracksurepro.com/coi-tracking/

Vendor Details

Company Name

VenueCOI

Founded

2026

Country

United States

Website

venuecoi.com

Alternatives

Alternatives