Why NOW is the Time to Invest in COI Tracking Technology

We continue to see an increased interest in COI tracking software from companies across multiple verticals. While some organizations move quickly and begin seeing the benefits immediately, others lack an internal champion to move the project forward. Here’s why now is the best time to invest in COI tracking software and why you should champion […]

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5 Critical Steps to Successfully Onboarding COI Tracking Software

As more companies, small and large, begin to implement a company-wide digital transformation initiative, the stakeholders responsible for procuring COI tracking software often find it can be a windy road that includes evaluating software vendors, documenting demo results, obtaining buy in from the Legal or Risk team, negotiating a contract, and more. After getting over […]

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3 Trends of COI Tracking Software for 2024

As we enter 2024, 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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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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