COI management —
simplified.

Request
Approve
Track

Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier.

    1

    Request

    Streamline COI requests to subs and integrate your project management tools

    2

    Approve

    Easily manage the approval process with centralized communications and workflows

    3

    Track

    Review COI status, automated administration, real-time data and analytics

      Automate COI
      Management
      WATCH THE VIDEO

      Automate all COI requests

      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

      Set it & Forget it

      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 worry about more important things.

      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.

        Frequently Asked Questions

        Yes! the system is configurable and we can setup different review steps

        Yes! you can either request the COIs or have your prime subcontractors request them

        Automate all COI requests