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Certificates of Insurance Management

Simplify, track, and effectively manage your certificates of insurance with a technologically advanced product. RiskPartner’s Certificate of Insurance Management is a cloud-based solution that is powerful and easy-to-use. This solution provides your organization with a centralized view of your incoming certificates of insurance, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers.

Eliminate spreadsheets and other documents with one central repository for certificates, requirements, vendors, and other relevant information

Utilize RiskPartner’s advanced rules-based engine for easy communications with your vendors, suppliers, tenants, subcontractors, and franchisees

Have real-time access to critical compliance data with RiskPartner’s dashboards, reports, and other reporting tools

 

BASIC CERTIFICATES

Manage your certificates of insurance with this easy-to-use and cost effective solution. This is a simple tool for collecting certificates and automatically determining compliance.

  • Efficiently manage compliance and certificate providers
  • Automate notifications to providers
  • Manage certificates by utilizing powerful reports and dashboards
  • Determine certificate of insurance compliance
  • Set and assign tasks and reminders for users
  • Monitor insurance organizations through AM Best ratings
  • Maintain a central repository for compliance data

 

E N T E R P R I S E   C E RT I F I C AT E S

Manage your certificates of insurance and other compliance needs with advanced tools such as Optical Character Recognition (OCR) and other enterprise features. All the features of Basic Certificates, plus:

  • Provides vendor access for registration and certificate submission
  • Track compliance for other business purposes (contracts/licensing)
  • Utilize Optical Character Recognition (OCR) for data entry
  • Queue compliance notifications
  • View email queue (inbox) for certificates and/or compliance submission

 

VENDOR  PAY  O P T I O N

Manage your certificates of insurance and other compliance needs with Optical Character Recognition (OCR) and the Vendor Pay option. The Vendor Pay option provides your organization with the ability to have your vendors pay for their certificate submissions through a customized web portal. All the features and benefits of Basic and Enterprise Certificates, plus:

  • Customized web portal for vendor submission
  • Ability to transfer the cost of submission to vendors

 

F U L L   S E RV I C E   O P T I O N

In conjunction with the Certificates of Insurance Management software, your organization has the option of utilizing a full service offering. The Full Service Option takes advantage of the expertise of the Gallagher Service Center in performing the necessary human review (in conjunction with the software). The Gallagher Service Center will review, verify, and confirm compliance with your organization’s insurance requirements.