What is COI tracking?

The term COI tracking is used broadly by insurance professionals and related organizations that manage and maintain insurance certificates for their third parties, but the definition has evolved over the last 10 years. As new types of software have been introduced in the market, COI tracking options for companies that leverage contractors, suppliers, vendors, and […]

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It’s Budget Season for COI Tracking Software

We’ve reached Q4 2022 and for most organizations that means budget season for CY2023 is here. Dozens of organizations have connected with us this year inquiring about COI tracking software, but many didn’t have an approved budget or have a change management plan on how to get buy-in from key stakeholders in the organization. Because […]

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How to Ensure Contractor Compliance in a Pandemic

As May approaches, pockets of the United States are beginning to resume normal activities using phased approaches. It’s the type of news that lifts spirits and injects hope. Because of COVID-19, many organizations went through significant cost-cutting measures this Spring that resulted in an unemployment rate that has now topped 23%. Contractors represent a significant […]

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