Insurance Tracking & Certificate Compliance Services

Our Certificate of Insurance (“COI”) Compliance database streamlines the collection, review, and tracking of COIs and policy endorsements while providing clear visibility into the compliance status of your vendors and projects.

Powered by automation, advanced features, and workflow tools, our system enables our Compliance Analysts to efficiently review insurance policy wording, identify coverage discrepancies, and verify that insurance requirements are satisfied. More importantly, our team evaluates whether the exposures arising from a vendor’s scope of work are adequately covered by their insurance and whether contractual risk transfer provisions effectively shift liability downstream.

Effective COI compliance is a critical component of any risk management program. Simply collecting certificates and checking boxes is not enough to protect your organization from uninsured exposures, claim denials, increased premiums, project delays, or hidden vicarious liability. Our compliance approach combines technology with experienced insurance review to help ensure your vendors’ coverage aligns with your requirements and supports your overall risk management objectives.