Certificate of insurance tracking
Certificate of insurance tracking
COI tracking, managed by licensed insurance professionals.
COI tracking, managed by licensed insurance professionals.
A fully managed operation, not just software
A fully managed operation, not just software
Managing third-party insurance compliance for general contractors, real estate teams, public entities, and other high-exposure industries
Getting started
Getting started
What happens next.
Start with a short call to answer your questions, or go deeper with a full service and platform walkthrough.
Fill in the form
Takes about a minute.
Fill in the form
Takes about a minute.
We'll find a time
A licensed insurance professional will typically reach out within one business day.
We'll find a time
A licensed insurance professional will typically reach out within one business day.
We talk through your operation
Your contractual requirements, your third parties, and how compliance runs today.
We talk through your operation
Your contractual requirements, your third parties, and how compliance runs today.
We show you the platform
A full walkthrough if you want one, in the same call. Usually about 30 minutes in total.
We show you the platform
A full walkthrough if you want one, in the same call. Usually about 30 minutes in total.
Depth of review
Depth of review
Insurance evaluation options
Choose the depth of review for each relationship, or let our team recommend it.
Baseline-risk
Elevated-risk
High-risk
COI Tracking and Review
COIs collected and tracked. Coverage, limits, dates, and additional insured status veri ed against your requirements.
Endorsement Review
Confirm the endorsements that move risk off your books: additional insured, waiver of subrogation, primary and non-contributory.
Full Policy Review
For highest-risk vendors and contractors. CRIS-certified Account Managers read the full policy, down to the exclusions the certificate never shows.
Baseline-risk
Elevated-risk
High-risk
COI Tracking and Review
COIs collected and tracked. Coverage, limits, dates, and additional insured status veri ed against your requirements.
Endorsement Review
Confirm the endorsements that move risk off your books: additional insured, waiver of subrogation, primary and non-contributory.
Full Policy Review
For highest-risk vendors and contractors. CRIS-certified Account Managers read the full policy, down to the exclusions the certificate never shows.
COIs
Endorsements
Policies
COI Tracking and Review
COIs collected and tracked. Coverage, limits, dates, and additional insured status veri ed against your requirements.
Endorsement Review
Confirm the endorsements that move risk off your books: additional insured, waiver of subrogation, primary and non-contributory.
Full Policy Review
For highest-risk vendors and contractors. CRIS-certified Account Managers read the full policy, down to the exclusions the certificate never shows.
Managed third-party insurance compliance for the organizations that carry the exposure.
Managed third-party insurance compliance for the organizations that carry the exposure.
Managed third-party insurance compliance for the organizations that carry the exposure.