Best Certificate of Insurance Tracking Software
Automate Your COI Tracking
There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance.
Protect Your Business From Costly Claims
Ask your CFO or Risk Manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage.
For Agents & Brokers
Win business and boost retention by providing agency branded, industry leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services.
What Are The Benefits of COI Software?
ACORD Insurance Certificate
If you’re running a business today, there are many steps you need to take to […]
What Are COIs? A Guide To Certificates of Insurance
Any business that works with third-party vendors opens itself up to new risks that could […]
How Important Is a Certificate of Insurance?
As a small business owner in the construction industry or another field where work-related accidents […]
How Much Does a COI Cost in the USA?
Any business with an insurance policy, such as general liability insurance or workers’ compensation insurance, […]
What Is an Insurance Certificate for a Business?
An insurance certificate, also commonly referred to as a certificate of insurance or COI, is […]
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.
ACORD Liability Insurance
If you run a business today, then you need to make sure that it is properly protected and you have the proper liability insurance. This is critically important because even when you do everything by the book, there is always a chance that something could happen to your business despite your best efforts. Moreover, there is also always the chance that your business could be held responsible for this turn of events.
This is why you need to invest in liability insurance, and this is also where ACORD liability insurance forms can be helpful. Even when you may have had protection during the prior year, you still need to make sure you have an ACORD certificate of liability insurance that is current. With a current and up-to-date ACORD insurance form or an ACORD insurance certificate, you can rest easy, knowing that your business has the type of protection that you need in a world where the unexpected can always happen. Having an insurance certificate is important because it proves that your business actually has the insurance protection that you claim it does.
There are several pieces of information that need to be included on this kind of certificate. For example, you need to make sure that the name of your business and the name of the insurance company itself are both included. Then, you also need to ensure your agent or broker has specified the type of protection you’ve purchased from the insurer as well as the effective and expiration dates —that way, you will always know that your insurance policy has not expired.
Finally, if you ever have questions or concerns when it comes to getting your ACORD certificate of liability insurance, then you should consider reaching out to professionals who can help you with this. With all of this information in hand, you can then prove you have the right insurance policy for your business.
So, what do you need to know when it comes to ACORD liability insurance?
ACORD Insurance Quote
Whenever you are looking for insurance, you should make sure you get quotes from a few different insurance providers. That way, you will have a better sense of how much you should be paying for insurance as well as what that price tag will cover.
While looking at insurance quotes, you are probably going to be focused on the price. However, while you do need to think about how much you are paying for insurance, there is a lot more to keep in mind as well. For example, as already discussed, you need to think about how much protection you are getting for the price you are paying. That way, you can rest assured that you are maintaining the right insurance coverage for your business.
If you are looking at business insurance costs, then you will probably start with a list of the top insurance companies. Conduct due diligence on prices and coverage, and reach out to company representatives if anything at all is unclear.
Don’t make this common mistake: don’t look for an ACORD insurance quote. ACORD—the Association for Cooperative Operations Research and Development—is an international organization that is hoping to increase the efficiency and accuracy of data use in the insurance industry. It’s not an insurance provider. It can’t provide quotes.
ACORD Insurance Reviews
After you take a look at the features and prices that you may receive from insurance companies, consider the reviews they’ve received from past customers as well. These kinds of reviews can give you an inside look at the experience that others have had with this specific insurance company. By being aware of these experiences, you will have a better sense of what to expect as well. But when you’re searching, be careful: “accord insurance company reviews” may show results for ACORD, the organization, which is not an insurer, but there are insurance agencies called “Accord.”
Consider what kinds of details these reviewers are including. For example, if someone has needed to file a claim, how hard has it been for them to get their claim approved? Likewise, how long does it take for such claims to get approved?
You also need to take a look at how responsive the company is when clients and customers have questions or concerns. That way, you will know how reliable the customer service department might be and what you could expect if you became a client, too.
ACORD Truck Insurance
There are numerous types of insurance that your company may need to have. For example, if you have commercial vehicles, then you need to make sure that these cars, trucks, or vans are protected against multiple types of danger and damage. Commercial vehicle insurance is also very different from personal auto insurance. Here, for instance, you need to make sure that not only your vehicles but also your drivers are properly protected. There is a good chance that you as a business leader will not be the one driving all of your commercial vehicles, so no matter who is behind the wheel, you have to make sure they are properly protected.
Once you have secured your commercial auto insurance policy, you can use ACORD certificates of insurance to prove that coverage to whoever may need it. As always, consider the levels of protection that you are getting for your vehicles.? Remember, when you have an ACORD truck insurance is easy to prove.
Whichever route you eventually take, though, make sure you select the right type of protection for your commercial vehicles.
ACORD Insurance Services
If you run a business, it makes sense that you want to keep your costs and overhead low so that you can maximize your profits. However, at the same time, you also need to reduce the amount of risk your company takes on. This is why it may be helpful to take a look at the ACORD website. Though ACORD insurance services are not a thing, the website can provide you with the forms you need to quickly and easily deal with your insurance needs. While there’s no ACORD insurance customer service team, you should have an easy time filling out your application form just by following ACORD 25 instructions.
It is also important to take a closer look at how reliable the customer service department at your insurance company is. For example, there may be a lot of jargon you are encountering as you are trying to find the right insurance policy. If you do not understand this information, then you can only make the right decision if there is a knowledgeable team available to help you. This team may be able to help you find the right insurance policy for your business—a decision that includes not only the length of the insurance term but also the limits of the liability coverage. Having the correct ACORD insurance forms doesn’t help you if you have the wrong policy.
Likewise, a good customer service or customer support department should also be able to help you in the event that you have to file a claim. So, as you look to pick an insurance company or new insurance policy, make sure that you talk to the customer service department if you have any questions.
And remember, ACORD is not an insurer, so if you see links for ‘ACORD insurance application’, run the other way. There’s no such thing.
ACORD Insurance Claims Forms
As your business continues to grow, you will also accumulate a wide variety of insurance policies. Therefore, you need to make sure that you stay organized. One means of staying organized is to take a look at an ACORD form sample from the ACORD forms list, which will also include your ACORD insurance forms.
The ACORD 25 is the standard general liability insurance certificate, but it can serve a lot of needs.
Keep in mind that this is not something you need to do alone or entirely by hand. In fact, there are advanced software programs that are designed specifically to help you keep these forms in the correct order, as well as up to date, secure, and accessible. This way, you can be alerted automatically whenever a policy is about to expire, and choose to renew it if that is the right decision for your company.
When you source forms, just be careful with your searching. Remember: “accord insurance reviews” will get you an insurer named Accord, not the ACORD forms you’re looking for.
How To Get ACORD Insurance Certificate
Finally, once you get the insurance and other forms you need, you also need to make sure that you get an insurance certificate for your clients who may request this. Consider this kind of certificate as proof that your company has the protection it claims to have. Understanding ACORD certificate of insurance can help you mitigate questions from other companies who may need to request the form from you.
If you are still wondering how to get a certificate of insurance, or maybe how to get an ACORD insurance certificate, then the first thing you may do is take a look at an ACORD certificate of insurance sample. You may also get a certificate of insurance online from your agent or broker. The key to understanding your ACORD certificate of insurance is to know what should be included on your form. You need to make sure your name, as well as the name of your company, are all included. You also need to make sure that the policy number and carrier NAIC number are included as well. The type of insurance protection, the effective date, and the limits of the insurance protection should also be clear and prominent on this important document.
If you have questions or concerns about what should be included on this document, then it is certainly worth reaching out to professionals who can help you. That way, you make sure that you have all the information you need to ensure that your company is properly protected. ACORD insurance certificates are proof that you have done this work.