COI Tracking Software: Point Solutions vs. Platforms

A point solution is a software application or tool that is designed to solve a specific problem or fulfill a particular need. It is a targeted, efficient solution that can help streamline business processes and increase efficiency. When it comes to tracking certificates of insurance (COI), a point solution is often the better choice when […]

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The Importance of Insurance Expertise for COI Tracking Software Providers

As companies increasingly rely on contractors to perform a variety of tasks, the need for effective certificate of insurance (COI) tracking has never been greater. This is where companies like COI Pro come in, providing software that streamlines the process of tracking and managing contractor insurance information. However, simply providing the software is not enough […]

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3 Trends of COI Tracking Software for 2023

As we enter 2023, we are seeing a number of new trends emerging in the field of certificate of insurance tracking software that will impact organizations that do business with third parties/subcontractors. Trend #1 – One trend that is gaining a lot of traction is the use of artificial intelligence and machine learning algorithms to […]

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OCR Technology – A new addition to our simple software

OCR (optimal character recognition) technology has become an important tool for efficiently managing COIs in a modern compliance program. The old process was to have a program administrator manually keystroke each field on an ACORD certificate into a spreadsheet or some type of software. In other cases, the COIs are just added to a loose […]

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Upcoming Release: COI Pro App v2.7

Our development team continues to build enhancements that add value for users of our market-leading insurance tracking software. Below are the latest improvements to COI Pro that will be made available on Sunday, May 2, 2021 at 9:30am CST. COI Pro App v2.7 Release Highlights Revised the management console for the host-specific settings and created […]

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RIMS LIVE 2021 – A Comprehensive Risk Management Event

RIMS LIVE 2021 is April 19-30. This year is a virtual event, but the annual conference will continue to provide a diverse range of educational sessions delivered by insurance professionals from across the industry. The event includes 100+ hours of knowledge-building and thought-leading insurance content, with session categories ranging from Career Development and Claims Management […]

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COI Pro Arrives on iOS and Android!

COI Pro’s web-based application that helps compliance professionals efficiently manage the time-consuming process of collecting insurance certificates, contacting insurance providers for COIs that are expired or do not have the required coverage, and confirming which third-parties are in compliance, is now available on your favorite mobile device. Even before a global pandemic impacted how employees […]

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Upcoming Release: COI Pro App v2.4

Our development team continues to build enhancements that add value for users of our market-leading insurance tracking software. Below are the latest improvements to COI Pro that will be available on Sunday, December 20. Customer Screens Improved responsive design with My Vendors and Agent company profile screens Improved Program Setup screens; simplified the COI Requirement […]

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Why we started COI Pro

Welcome to COI Pro! For the last year, we’ve been building a new, cost-effective solution for organizations to manage their vendors’, contractors’, and suppliers’ insurance certificates through an efficient, scalable process. We’re excited to be bringing a modern solution to the market that will solve the challenges that many organizations face when managing insurance certificates. […]

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