Review COIs with Ease

Avoid costly claims & stop chasing renewal insurance certificates. myCOI makes it easy to automate and accelerate your COI tracking by combining AI speed with real insurance expertise.

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Do you need to upload a COI or speak to customer service? Click here.

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Managing COI Compliance is our
Full-Time Job

7 out of 10 COIs you receive will be non-compliant. With myCOI’s tools and expertise, you will catch more of them, right away. You can cut down the number of non-compliant subcontractors or vendors on your jobs or properties.

With myCOI you get more compliance and fewer claims.

COI compliance doesn’t have to be hard. It doesn’t have to be setting calendar reminders for expiration dates. It doesn’t have to be cumbersome spreadsheets. And it doesn’t have to be letting non-compliant vendors increase your risk.

At myCOI, we help with all of that.

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.

Get Risk Insights in Real Time

Leverage insightful and centralized dashboards, reports, and application features to quickly understand your organizational compliance.

Ensure your vendors have not cancelled a policy with the Quarterly Tracking feature, which confirms that policies have not lapsed and coverage hasn’t changed

View a history of all overrides for a more complete perspective on requirement exceptions

Confirm that you are protected as an additional insured with the proper endorsement and waiver of subrogation is in place through the Endorsement Tracking

Cut Hours of Tediousness Out of Your Day

Take a manual process of paper files or spreadsheets and transfer it to a purpose-built software interface, so you don’t have to waste time on repetitive tasks.

Policy Reader scans certificates of insurance and eliminates the data entry of tracking policy dates

Streamline the collaboration process with automatic creation of detailed non-compliance notes and red highlights on deficient coverages on the certificate

Take advantage of intuitive visual indicators when your insurance requirements are not being met


Our pre-build integrations and API makes it easy to connect to other platforms to provide real-time insurance information to key team members. myCOI can integrate with your tools to send automatic communication based on document compliance to accounting to stop payment and to project managers to know who is covered to be onsite.

MRI Software
Sage 300
Vista by Viewpoint

Choose What’s Right for Your Business

Our Essentials package comes with everything you need to transform your certificate of insurance tracking. Upgrading to Concierge gets you access to dedicated support and insurance experts that act as an extension of your team.


Quick Start Enablement

Compliance Manager

Automated Request and Alert Messages

Risk Insights

Certificate Hub

Insurance Agent Portal


All Essentials Benefits

Dedicated Account Manager

Personal Branding

Custom Configurability Options

myCOI Compliance Team Support

myCOI Care Support