It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers.
Our comprehensive Certificates of Insurance Management Solution offers end-to-end support, handling all aspects of COI management to ensure a seamless and worry-free experience for your business.
Empower your team with our user-friendly Certificates of Insurance Management Solution, providing a self-service platform allowing easy and efficient control over your COI processes.
Our team of industry experts manage the data entry and processing so that you can ensure your insurance requirements are properly recorded and met.
Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data through dashboards, reports, and other reporting tools.
Automate notifications for renewal, non-compliance, and missing certificates of insurance as well as Monitor insurance organizations through AM Best ratings.
Eliminates dependence on legacy spreadsheet management
Reduces cost, errors, and turnaround time
Efficiently manage compliance and certificate providers
Automated notifications to providers
Manage compliance by utilizing powerful reports and dashboards
Set and assign tasks and reminders for users
Automatically monitor insurance organizations through AM best ratings
Maintain a central repository for compliance data
Automated notifications for renewal, non-compliance, and missing certificates of insurance
Leverage the expertise of an Independent Service Center to perform 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.
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:
Track compliance for other business purposes (contracts/licensing)
Utilize Optical Character Recognition (OCR) for data entry saving you time and entry errors in the COI information entered in RiskPartner
Queue compliance notifications to automatically communicate with your Vendors
Automate notifications for renewal, non-compliance, and missing certificates of insurance so you stay on top of the Vendors where the transfer of risk is missing
Utilize the skilled expertise of an Insurance Service Center
Reduce internal resources with a scalable external trained workforce
ROI can easily be calculated based on the time savings youwill gain by having the Insurance Service Center take care of requesting,reviewing, and communicating with your certificates of insurance and complianceproviders.
Proactive Telephone Contact is the final stage in yourattempt to achieve compliance for acquiring certificates of insurance fromvendors, suppliers, tenants, subcontractors, and franchisees. There are timeswhen technological contacts do not work and pro-active phone contact is thebest method for acquiring a compliant certificate of insurance.
Human intervention from our US-based team of COI experts to maximize certificate of insurance compliance in the quickest and most helpful manner.
Reduce time to make business decision based on non-compliance
Proactive approach to speak with vendor/broker to decrease the number of communications you receive and better manage compliance
Reduce internal resources with a scalable external trained workforce
Just in time processing when the vendor must be on site immediately. Same business day turnaround time. Immediately know if your vendor is compliant that they can start work immediately.