Insurance Certificate Management and Tracking

When it comes to managing risk, one of the most overlooked items is the liability associated with contractors, subcontractors, vendors and tenets, being uninsured or under insured. If they are out of compliance, you’re are out of compliance and their liability becomes you’re liability. Get control of this risk by monitoring and tracking insurance certificates.


  • Unlimited Users and Manage up to 1,000 vendors
  • Certificate Collection
  • Certificate Issuance
  • Scan documents into the system to compare risk templates and determine compliance
  • Optical Character Recognition Technology scan and read data from ACORD forms
  • Create Productivity Reports and Audit Logs
  • Send certificate requests and automate renewal process
  • Track and maintain data for contractual compliance and claims subrogation
  • Build templates and set auto notifications rules to automate the processes
  • Information is easily retrievable and searchable alphabetically and by field
                      
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