COI Collection & Management Scorecard

How Strong is your COI Process?

Find out with this COI Collection & Management Scorecard. Benchmark your Certificate of Insurance (COI) process in under 3 minutes.

This COI Collection & Management Scorecard is a free, 5-question diagnostic tool built for COI administrators to help assess how well your current process tracks insurance compliance, and where it might be exposing you to risk.

You’ll get:

• A quick assessment of your collection, review, tracking, and follow-up process
• A score-based profile (from At Risk to Optimized)
• Actionable tips to improve compliance
• A downloadable PDF to share or keep on file

If your process is manual, inconsistent, or unclear, it’s not just inefficient—it’s risky. This scorecard helps you spot blind spots, find opportunities for automation, and take the first step toward smoother third-party onboarding.

Gain clarity on your COI process. Download your free scorecard today.

Find out in under 3 minutes!