Seamless Integration Options.

Don’t let insurance compliance slow down your contract signing or payment processing. Our API provides flexibility to seamlessly integrate comprehensive and complete insurance tracking into your current process. Take advantage of one of our pre-built integrations or access our API to connect with any software application.

Streamline your payment processing
Automate setup of insurance requests
Keep compliance easily accessible

Automate Communication

Procore Technologies, Inc., the world’s number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.

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MRI Software

MRI is a global organization with clients on five continents, offering business management software solutions to the global property management industries. As a leading provider of real estate enterprise software applications and hosted solutions, MRI serves the global multifamily and commercial property industries, helping them improve their bottom line and maximize their returns on their diverse business portfolios.

Sage 300

Sage’s software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Their solutions travel with you or stay where you want them—in the cloud, on-premises, or both—giving you the freedom to work where you need.

Vista by Viewpoint

Vista by Viewpoint enables construction contractors to manage all areas of operations. Fully integrated. Scalable. Configurable. Featuring solutions for accounting/HR, project management, project collaboration, mobile, estimating, content management and service management, Vista scales easily, integrates with many third-party software products and provides timely reporting of critical data.

Options for Other Software Applications

Easily keep your insurance compliance up to date in your accounting software by connecting to our API or utilizing our scheduled reports for daily imports.

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!

Lori T.

Contracts Specialist, construction, 51-200 employees

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.

Anthony S.

Senior Management Analyst Government Administration, 1001-5000 employees

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.

Michelle H.

Risk Management Officer Utilities, 201-500 employees

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.

Mark C.

Documentation Assistant Manager Machinery, 501-1000 employees

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.

Daina P.

Managing Consultant Insurance, 11-50 employees

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.

Giulia M.

Administrative Assistant Food Production, 51-200 employees

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.

Joel A.

Risk Manager Real Estate, 51-200 employees

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.

Kristin S.

Property Management Associate Construction, 201-500 employees

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.

Rachel M.

Commercial Operations Coordinator Real Estate, 1001-5000 employees

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.

Walter G.

Manager, Operations Administration Construction, 51-200 employees

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.