Best Certificate of Insurance Tracking Software
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.
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.
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.
Insurance Agency Software
Are you looking for ways of making it easier to keep track of your insurance information? If so, then you might be looking for insurance agency management software. Luckily, there are plenty of software options for insurance agents, who are particularly busy people. There are a lot of policies that insurance agents need to keep track of, and it can be a challenge to keep up with all of this information, particularly across multiple policies for multiple clients. This is why it can be a good idea to look for insurance agency software. Insurance software for agents is critical because it can save time and money while also reducing both rates as well as the number of mistakes that could unfold.
Of course, needs differ by clients’ own industries. For those who are looking for medical claims software, they might begin by looking for free insurance agency management software. Even though a free program could be a good place to start, though, this will only work for so long. As the agency continues to grow, it will become more and more difficult to track this information by hand or while using an imperfect tool. It will also become cumbersome to keep up with when these policies might expire. This is why it is better for insurance agents to look for software programs instead.
Furthermore, there are a lot of options available when it comes to software for insurance agents. Therefore, all agents need to think carefully about what they are looking for in their software programs. For example, some software for insurance agents might be made for larger agencies while other software for insurance agents might be made for small agencies. So how can professionals find the right software for insurance agents? There are a few important points here that every insurance agent should keep in mind.
Insurance Agency Management Software
There are plenty of choices when it comes to software for insurance agents. For instance, when it comes to insurance agency management software, it might be helpful to look at a few options for insurance software vendors. Keep in mind that there are lots of categories of software for insurance agents. For example, some people might be looking for help with auto insurance, while others might be looking for healthcare management software. These are different programs that serve different purposes, which is where it is important to consider insurance software development.
When looking at insurance agency accounting software, it is also important to consider a few additional factors. First, the program needs to be able to scale with the business as it grows – or, in other words, as the agency grows, the program also needs to grow with it and support its new needs. Second, the program also has to be easy to use, so savvy business leaders should be looking for software for insurance agents that has been designed to have a short learning curve. Finally, it is important to consider the customer service that comes with software for insurance agents. For instance, if something goes wrong with the software program, how long will it take to get help?
These are all things to consider when looking for software for insurance agents as well. With the right software program, it will be much easier to manage and support the agency as it continues to grow. Having this kind of program will also make it easier to keep up with the needs of clients.
Insurance Software Companies
For those who are looking for software for insurance agents, it is important to think about the various insurance software companies out there. Remember that there are lots of insurance software companies to choose from, and each one probably specializes in a different area. Therefore, think about the insurance agency database that comes with any particular software program. Some insurance software companies produce programs that come with a larger database than others. The database has to be big enough to support the company as it continues to grow.
Similar to other types of companies, insurance software companies tend to specialize in a specific area as well. For example, some commercial insurance software companies specialize in a specific industry. They might be health, auto, or life insurance. Anyone looking for an insurance program should be thinking carefully about which insurance software companies they decide to go with.
There is also plenty of workers’ compensation claims management software available as well. This is a unique area that has its own set of regulations. Anyone who is looking for insurance software companies that specialize in this area needs to think about just how challenging it might be to manage this information, and such large volumes of it, by hand. Working with insurance software companies that focus on this specific area is a good idea.
Insurance Agency Management Systems Cost
There are many people who are concerned about insurance agency management systems cost. The cost of insurance agency management systems can be expensive; however, the cost of not using these kinds of systems could be that much larger. Fortunately, there are plenty of agency management systems for insurance that can make this process easier without breaking the bank. An agency management system (AMS) is a great way to keep up with individual certificates, making the job of each individual insurance agent easier too.
There are plenty of people who are worried about the cost of insurance agency management systems and might be looking for an insurance agency management system free download. Even though an insurance policy management software free download might be a way to reduce the cost of insurance agency management systems,though, the quality of these systems is rarely high, and it can harm your company over time. For this reason, the cost of insurance agency management systems is only one of the many factors that people should consider when looking for a software program. Instead, it is important to focus on the features that come with this kind of system. This will help agencies make sure that they get the most out of their insurance agency software programs.
Anyone who is still worried about the cost of insurance agency management systems needs to reach out to a professional who can help them. There are ways to save money on this kind of project without cutting corners and sacrificing quality or function.
General Insurance Software
Ultimately, there is a lot to think about when it comes to insurance software, which is why general insurance software exists as well. No matter what industry you operate in, insurance software is critical. There are plenty of insurance for software products that can be helpful for those trying to navigate this area. The best agency management software might include auto insurance software, health insurance software, home insurance software, or even life insurance software. There are also comprehensive health insurance management systems that might be helpful.
Remember too that there are many people who are looking for an insurance agent software free download. Even though this is a great way to save money, though, this is also not the best insurance software option to go with. A free insurance software program is never going to have the same features as a premium insurance software program. Because of this, those who are trying to find ways to get the most out of their insurance software program need to make sure that they think about the features that come with the insurance software, instead of focusing on the price tag. While the price tag is important, someone who is willing to go with a free insurance software program might end up falling behind the competition and letting things fall through the cracks by accident. Furthermore, they might have to purchase insurance software in the near future anyway as the agency continues to grow. Therefore, it is better to simply find the right insurance software program now.
There are also insurance software programs that have been designed for each individual industry. Therefore, savvy business leaders should not hesitate to find the best insurance software program to meet their particular business needs. Consider the benefits and drawbacks of each individual option so that you can make the best possible decision for your own agency. This will help agents keep track of each individual policy efficiently while also meeting the needs of each individual customer quickly and well.
Insurance Software Solutions
Technology has had an impact on just about every industry and the insurance field is no different, which is why there are plenty of insurance software solutions available. With access to technology for insurance agents, it is possible to automate a lot of the work that used to be done manually, and this is a great way for insurance agents to save time and money.
Some people might be looking for an agency management system vs CRM. A customer relationship management system, or CRM system, is a tool that has been designed to support those in the sales industry primarily. By contrast, an agency management system will have been designed specifically for those in the insurance area. Therefore, an insurance software program is simply a better tool for those who work in the field and will be able to meet industry-specific needs better.
Some people might also be looking for a health insurance agency management system. Clearly, health insurance software will be different from auto insurance software or home insurance software. This is just another reason why it is important for insurance agents to find the best program for their specific agency and its business needs. Some agencies are bigger than others, so some agencies might require a larger insurance software program than others as well. There is even plenty of insurance producer management software available as well, though as mentioned earlier, this comes with its own potential downsides.
In the end, insurance software will only become even more important in the future. As technology continues to improve, the best insurance software will have to be able to grow with agencies as well. More is asked of insurance agents today than there ever before in the past. In order for agents to keep up, they need to be using the right insurance software program as well. However, some agents and even agencies might not know where to start when they are looking for insurance software. That is okay! There are professionals who can lend a hand in the process of finding the right insurance agency software for your particular business