Your Insurance
Compliance Partner

Empowering you and your third parties for easy Certificate of Insurance (COI) Management

Simplify third-party insurance compliance with smart tools and expert guidance that keep everything running smoothly. Proactively manage coverage gaps and automate workflows to ensure partner compliance, all in one easy-to-use platform.

Trusted By

Streamlined COI Management
Effortlessly handle certificates with our smart automation and expert support.

Better Compliance Visibility
Uncover and address hidden risks, so you stay confidently compliant.

Stronger Partnerships
Protect and nurture your relationships by making compliance easy for everyone.

Empowered Decision-Making
Gain clear, actionable insights to make informed and proactive choices.

Confident Compliance, Effortless Management

Empower your team with streamlined COI tracking, proactive risk management, and stronger third-party partnerships, all in one scalable solution.

  • Comprehensive Insurance Risk Management
    Proactively identify and address insurance coverage issues, including policy limits, important endorsements, and other policy language with expert insurance oversight. Use real-time data and insights to prevent potential claims, safeguard your business, and keep your projects moving smoothly.
  • Automated Compliance Tracking & Notifications
    Stay ahead of compliance deadlines with recommendations, automated tracking and notifications. Eliminate the risk of missed renewals or expired coverage—giving you peace of mind that all parties are always covered.
  • Centralized COI Tracking & Management
    Gain visibility into flagged compliance issues and easily organize certificates of insurance. Ensure full oversight of third-party coverage, keeping everything compliant and under control.
  • System Consolidation
    Increase compliance efficiency by reducing manual data entry and eliminating workarounds. Streamline your processes across the board to save time and focus on what matters most, without the hassle of managing multiple systems.
  • Third-party compliance collaboration
    Strengthen relationships with improved communication workflows with your third-parties and their insurance agents. Create a collaborative environment that allows you to resolve compliance issues faster, helping your team stay on schedule.
  • Scalable Tech for Your Construction Teams
    Easily manage compliance across defined segments with a flexible solution that scales with your needs. Generate tailored reports and integrate seamlessly with your primary management and accounting tools, ensuring smooth, efficient compliance across your operations.

What Our Customers Say

OUTSTANDING!! In my opinion, this has been the best program I’ve had the pleasure of using. From all the services provided within the program and the exceptional customer service, this has made my job duties very manageable. I cannot say enough good things about this program. I highly recommend it!

Having one place for our customers to upload their insurance certificate makes tracking insurance certificates much easier. We use to internally file and collect insurance certificates from customers and it was a challenge to collect all of that paper and to effectively track the insuarnce certificates.

We switched to myCOI from another insurance tracking system because we were looking for a more involved vendor that could do more for us than just track certificates. We needed help with compliance and having a system that could contact vendors and keep on them until they became compliant with insurance. myCOI does this for us and we have very few non-compliant vendors compared to the number we had in our last system.

The product has met our expectations in that it has allowed us to regain some time that was previously spent doing all of the administration of insurance cert requests, reviews and acceptance. With that, we have been able to reallocate resources to more pressing business needs rather than insurance certificate management.

Our clients are thrilled with myCOI and how their compliance levels have been elevated beyond expectations. The reports and analytics are so valuable in measuring activity and compliance achievements. The system functionality is easy to use. The team are true partners.

MyCOI is a very great portal, a space where to keep organized all our certificate of insurance for our vendors. With the advantage that are online, always accessible and no paper backup is needed.Once you learned how to navigate into the portal and how to use the report tab you will have a world opening to you. In just one place you can access all the vendor information, policy expiration date, non-compliant policy line and see the last date when a document was updated.Our Senior Client Success Manager, [sensitive content hidden], she is always on top of our requests, and she replies promptly.

MyCOI has been a fantastic partner for our company. With frequent meetings with our dedicated account manager, ongoing communication, and the ability to customize our insurance needs with precision, we’ve seen exceptional outcomes throughout our portfolio. [sensitive content hidden] has provided invaluable assistance, and the review team is exceptionally competent and amicable, even when we inundate them with urgent requests. Overall, it’s been an excellent experience, and we’re eagerly anticipating our continued collaboration with them.

myCOI has helped our company go from drowning in unreviewed cois to getting our insurance review under control. Their team has been an amazing support and resource, and helped us to navigate the Essentials program, later transitioning to Concierge service as the workload was more than our team was able to manage. The beauty of this platform is that it provides a single, central hub for clients, agents and vendors to access, update and communicate. Every myCOI team member with whom I have worked has provided excellent service, been pleasant, knowledgeable, and provided quick response times. The quarterly meetings are beneficial to recap what is going well, where we need to improve and have questions answered. I highly recommend myCOI.

myCOI provides amazing custom support and they make the platform very easy to navigate. The myCOI team is always very helpful and quickly responds to my questions or goes out of her way to direct me to the correct team member who is able to assist me.

myCOI has amazing customer support. Our account representative meets with us quarterly to keep up-to-date on how our group is feeling about utilizing the system and interfaces with us day-to-day, as needed, to address any issues we encounter with agent notes, reviews, etc. It has been an incredibly efficient and beneficial relationship since day 1.

The myCOI platform has been so easy to work with from multiple angles. Because there are multiple stakeholders, we are all notified and kept in the loop if there are any COI tracking issues that need to be revised.

Achieve Unmatched Confidence in Compliance

Empower Your Decisions

With the perfect blend of advanced tech and expert guidance, you can make informed, confident choices—backed by real-life insurance specialists who support your risk strategy.

Foster Stronger Partnerships

Create a seamless, efficient experience for your partners, making compliance simple and strengthening trust, so everyone feels secure.

Gain Deep Risk Insight

By diving into every detail of your third-party policies, you’re equipped to proactively manage risk and keep your projects running smoothly.

myCOI Features

  • Compliance Automation
    Set rules for policy limit compliance, automatically generate non-compliant notes, and easily see flagged issues for efficient decisions and accurate oversight.
  • Unparalleled Insurance Expertise Applied to Compliance Reviews
    Expert insurance compliance reviews, enhanced by AI-powered OCR technology, ensure that certificates of insurance are current, compliant, and reviewed for maximum coverage—quickly and accurately.
  • Certificate Hub
    Centralized online library to quickly find and manage all your COIs in just a few clicks.
  • Quarterly Policy Verifications
    Stay ahead of renewals with regular quarterly checks to ensure continuous coverage and compliance. Catch cancellations that otherwise slip through the cracks
  • Flexible Reporting & Certificate Tracking
    Effortlessly track and generate reports by defined segments (e.g. divisions, projects, locations, or subcontractors) for comprehensive compliance oversight.
  • Direct-to-Agent Insurance Portal
    Agents upload COIs directly, eliminating delays and ensuring accuracy.
  • Automated Third-Party Communications
    Automate reminders and notifications to speed up COI collection and improve compliance time.
  • Dedicated Support & Education
    Unlimited training, support, and a dedicated Customer Success Manager to guide you every step of the way.

Save Time and Reduce Risk

Get to higher compliance rates faster with myCOI’s streamlined solutions. See how efficient and hassle-free insurance tracking can be. 

Erase the worry for good.

myCOI is a team of insurance experts dedicated to taking the pain and stress out of understanding your liability risks, tracking your compliance, and nurturing your relationships with third-party partners. We’ve been in your shoes; we know exactly how scary it is to not know what you don’t know. That’s why our life’s work is all about replacing that fear with a level of confidence you might have never thought possible.

myCOI helps you unlock a level of confidence you’ve never imagined.

Construction

Protect your company and your contractors from risk while making your tracking and compliance quick and easy.

Property Management

Accomplish more in less time. Identify cost-saving opportunities. Gain control over your compliance and reporting.

Government

Accomplish more in less time. Identify cost-saving opportunities. Gain control over your compliance and reporting.

Manufacturing

Protect your company and your contractors from risk while making your tracking and compliance quick and easy.

Retail

Protect your company and your contractors from risk while making your tracking and compliance quick and easy.

Education

Understand your specific risks so you can better protect your book of business and increase operational efficiency.