Key Features

Why Us
We built our COI compliance management system specifically for contractors, transportation professionals, hospitals, insurance agents, and property managers who are tired of chasing down certificates and managing compliance manually. We understand the compliance industry and the requirements of insurance carriers in the audit process, and we built this program to make your life easier.

Who We Are

Leaders in COI Compliance

Our mission is to remove the compliance headache from multiple industries. Our mission is to help hundreds of businesses streamline insurance tracking, protect their projects, and stay audit-ready. With backgrounds in construction, insurance, and automation, we’ve built the system we wish we had years ago.
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Our Services

Comprehensive COI Compliance Solutions

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Compliance Competency

We understand the compliance requirements of the insurance industry and we have built the program to streamline your internal processes as well as to help keep you compliant.
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Service Level Assurance

We guarantee prompt document review times, instant status updates, and a high level of system uptime. Our SLAs ensure your team gets real-time, reliable access to compliance information when it matters most.
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Experienced Leadership

Our leadership team combines decades of experience across construction, insurance, and legal compliance. We’re not just software developers — we’re professionals who understand the day-to-day challenges of managing vendor risk, and we’ve built a solution that anticipates your needs.

Why Trust Our

COI Expertise

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Our Expanding Impact
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Answers to Your

COI Questions

Compliance and Verification

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Frequently Asked Questions

COI tracking is the systematic process of collecting, verifying, and monitoring Certificates of Insurance to ensure vendors and subcontractors maintain valid coverage. You need it to minimize liability, prevent coverage gaps, and fulfill contractual or le

COI tracking automates compliance monitoring, alerts, and expiration tracking. COI management often also includes document review, policy interpretation, and issuing corrective follow‑ups—typically blending human expertise with technology.

They are invited to create a vendor portal through your specific account where they will upload a copy of their COI. All uploaded COIs sync automatically for review.

Industry best practice is to retain COIs at least five years after project completion or vendor engagement. Some contracts may recommend keeping records indefinitely.

Non‑compliant COIs are flagged with clear deficiency details. Vendors receive correction requests, and internal reviewers can approve overrides or escalate issues as needed.
Technical Support

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Client Success Stories