Request
Streamline your subcontractor COI requests and integrate your project management tools. Our algorithms handle the rest.
Introducing CoPilot, your AI Risk Assistant
Simplified.
Powerful.
ChatGPT Built-in.
Easily Track Changes
Easily manage the approval process with centralized communications and workflows so you never have to deal with email chains again.
Track
Review COI statuses and access real-time data with instant reports wherever you are using our cloud-based system.
Streamlined
Stay organized and save time
Manage your documents, communications, reminders, statuses, and reports in one easy-to-use platform. Our integrated platform allows you to save time on all your back-office tasks.
Integrated
Say "Goodbye" to manual entry
Integrate with your project management tools, such as Procore, Autodesk, Sage, Vista, CMiC, and others, and we’ll automatically import key project details so your data is always accurate across all platforms.
Cloud-based
Access everything you need, wherever you are.
Manage your COI requests, approvals, and renewals, all in one place. Our cloud-based system is accessible from anywhere, so you always have the information you need at your fingertips.
Automated
Always working for you.
With our automated workflows, managing your COI requests and expirations turn into “set and forget” tasks. We send reminders and alerts when actions are needed so you can focus on more important tasks.
Third-Party Review
Know Your Risk Exposure
As an option, we can be an extension of your risk management team to process and provide a comprehensive view of your risk exposure. Our platform tracks, collects, approves COIs, and delivers insights into your risk profile for effective reporting. More than a service, we're your partners in compliance and risk mitigation, freeing you to focus on your core business growth.
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