Certificate of Insurance Tracking Software

Certificate of Insurance Software (COI) | Policy Renewal Tracking

Certificate of insurance software (COI) offers organizations valuable cost-reduction tools to automate COI renewals, insurance governance, and compliance for vendor, supplier, and 3rd party insurance programs. A1 Tracker is a web-based COI software that is easy to use, fast to implement, and fully configurable to meet your insurance policy coverage and compliance requirements.

With insurance software expertise that dates back to 2001, our knowledge and training experience enhances the benefits your organization receives with our product. We apply various forms of business rules, document management, and automation to streamline your COI tracking process which can save your company hours of insurance compliance management and oversight.

Certificate Documents Endorsements Automatic Reminders Escalation Flags
Scheduled Reports Compliance Portal Vendor Access Letters & Notices
COI Insurance Renewal Management & Workflow

A1 Tracker makes it easy to track and manage COI renewals, and supports all types of insurance. The most common include: workers compensation, general liability, automobile, E & O, and commercial insurance lines. Depending on your insurance requirements, you may have additional coverage requirements for property & casualty, data privacy, security, umbrella, and excess insurance certificates.

Insurance administrators can login to our COI tracking portal to instantly view insurance certificates due for renewal, or pending renewal over any period of time: 30, 60, 90 days in advance. This gives both administrators plenty of lead time to coordinate the COI renewal process with vendors.

A1 Tracker is very flexible: We offer insurance managers a broad range of COI management tools to control COI coverage types, coverage limits requirements, and renewal procedures for vendors and 3rd parties. Insurance administrators may add custom fields and create standard COI letter and email templates to automatically send documents & emails to vendors, suppliers, customers, insurance agents, and brokers.

COI Data & Document Migration

If your organization has been in business for some years, you may have hundreds or even thousands of existing COI documents and records to migrate into A1 Tracker. We offer electronic COI data migrations which automate the migration process and relieve your team of the burden of having to migrate legacy data. Your team will appreciate the ease of implementation with our start-to-finish complete implementation lifecycle. As insurance software experts, our objective with COI data and document migration is to make software implementation process easy on your staff.

AI Automation & Insurance Compliance Management Software

Using specialized document imaging technology, A1 Tracker may also standardize your insurance compliance process and further optimize the value and benefits your organization receives with our software implementation. With COI document imaging and insurance compliance business rules, we can eliminate a minimum of 50% of manual internal compliance oversight and follow ups.

Claims Management Software DemoCertificate of Insurance Software COI Tracking