App of the Month: COI


Please see additional screenshots below.

Easily track vendor and tenant Certificates of Insurance: General, auto liability, garage, workers’ compensation, umbrella, etc. The system ensures adequate coverage, compliance and can capture AM Best Ratings. Automatically generate notifications, e-mail expiration alerts as well as customized electronic and printed renewal request and compliance correspondence. The system stores digital versions of certificates and offers at-a-glance reports on expiration and compliance status.
Features & Benefits 

  • Multi-Property / Portfolio View
  • Data Import Wizard
  • Automatic Expiration/Non Compliance Notification
  • Expansive Insurance & Insured Options
  • Advanced Search & Filter
  • Automated Compliance Validation
  • Customizable Notification Correspondence
  • Digital Certificate Upload / Storage
  • Insured (i.e. Vendor/Tenant) Self-Entry Option
  • Capture AM Best Rating
  • Robust Detailed Reporting / Data Download
  • Communication / Notifications Log


coi3 Screen Shot 2014-12-02 at 12.14.22 PM

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