Automate COI Management

Utilize our COI Management software so your company can stay focused on your business. Automate COI collection, compliance, and extraction via artificial intelligence

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Automated COI requests

Via the automated email feature, a link is sent to a secure vendor portal to upload all necessary documents

Upload Portal



Upload Portal

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Via the automated emails feature, a link is sent to a secure vendor portal to upload all necessary documents


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Secure Storage

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All uploaded documents are securely stored in a cloud-based server in the U.S.A. For any questions, please reach out.

Reduce Exposure

Who we serve?

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Facility Management
Manufacturing
Suppliers
Real Estate Management
General Contractors
Government
Retail
Any company utilizing vendors!

Key Features

Automated Information Extraction

With the use of OCR (Optical Character Recognition), our software automatically extracts key information. Once the document is uploaded, let the software do the rest.

Automated Emails

We will reach out to the agency automatically to obtain new policy information before it expires.

External Upload Portal

Insurance agents are automatically emailed a link to a secure portal, allowing them to upload the documents directly to the database.

Unlimited Users

Create as many users as you like at no cost.

Analytics

Track the status of all your vendors insurance in one centralized location.

Secure Storage

All uploaded documents are saved in a cloud- based server.