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Certificates of Insurance Management Solution

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. A simple tool for collecting certificates and automatically determining basic compliance.

  • Eliminate spreadsheets and other documents with a single central repository for certificates, requirements, vendors, and other relevant information
  • 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

 

ENTERPRISE CERTIFICATES

Manage your certificates of insurance and other compliance needs with advanced tools such as Optical Character Recognition (OCR) and a pre-configured library covering standard ACORD forms. All the features of Basic Certificates, plus:

  • Provide a portal access to Vendors 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
  • Automate notifications for renewal, non-compliance, and missing certificates of insurance

 

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. This option is only available when utilizing the features of the Enterprise Certificates Management Solution.

Features and benefits include:

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

 

FULL-SERVICE – INSURANCE SERVICE CENTER OPTION

In conjunction with the Certificates of Insurance Management software, your organization has the option of utilizing the expertise of an Independent Service Center for performing the necessary human review of your certificates of insurance. The independent service center reviews, verifies, and confirms incoming certificates from your vendors, suppliers, tenants, subcontractors, franchisees, and carriers with your organization’s insurance requirements to determine compliance.

  • Utilize the skilled expertise of an Insurance Service Center
  • Reduce internal resources with a scalable external trained workforce

 

FULL SERVICE – PROACTIVE TELEPHONE CONTACT OPTION

Proactive Telephone Contact is the final stage in your attempt to achieve compliance for acquiring certificates of insurance from vendors, suppliers, tenants, subcontractors, franchisees, and carriers. There are times when technological contacts do not work and pro-active phone contact is the best method for acquiring a compliant certificate of insurance.

  • Human intervention to maximize certificate of insurance compliance
  • Reduce time to make business decision based on non-compliance
  • Reduce internal resources with a scalable external trained workforce