Certificate of Insurance Tracking Software for Property Managers
Manage all of your properties in one centralized platform.
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Understand & Manage Your Liability Exposure
Managing insurance certificates for your property can be challenging. With different certificates and requirements for tenants, contractors, and vendors, it can leave a lot of room for error. Let myCOI manage your insurance certificates to ensure all certificates meet their required criteria and let you know where your exposure lies.
Essentials
Compliance Manager
Manage all of your certificates, requirements, and third- party relationships all in a central repository
Communications Director
Send automated requests for missing certificates, upcoming renewals, and compliance issues.
Concierge
Essentials Features
Get all the features included in our
Essentials package plus additional
support and insurance expertise.
Insurance Pro
Add a group of qualified insurance professionals as an extension of your compliance team.
View Performance By Property
Viewing by property allows you to zoom in on properties with compliance issues and zero in on the cause. Use myCOI to evaluate properties and send notifications to tenants and contractors that need to amend or renew their policies.
Essentials
Risk Insights
Get real-time insights into your liability exposure and monitor your COIs for cancellations and lapses in coverage.
Certificate Hub
Manage all of your certificates, requirements, and third-party relationships in a central repository.
Concierge
Essentials Features
Get all the features included in our Essentials package plus additional support and insurance expertise.
myCOI Care
Get the support you need to optimize your business and allow the Certificate Management Team to support your vendor and agent questions.
Give Time Back to Your Team
Maintaining compliance for insurance certificates is no easy task and requires a significant amount of time to manage. Automate your insurance tracking with myCOI and give time back to your team to focus on other initiatives and rest easier knowing your compliance is in good hands.
Essentials
Communications Director
Send automated requests for missing certificates, upcoming renewals, and compliance issues.
Insurance Agent Portal
Agents are notified on behalf of the insured to provide renewal agreements and policy updates to ensure compliant COIs.
Concierge
Essentials Features
Get all the features included in our Essentials package plus additional support and insurance expertise.
Dedicated Account Manager
Work closely with an individual who understands your business and ensures your success.
What Our Customers Say
Find the Package That Best Suits Your Needs
Our Essentials package comes with everything you need to optimize your certificate of insurance tracking. Upgrading to Concierge gets you access to insurance expertise and dedicated support.
Essentials
Quick Start Enablement
Compliance Manager
Automated Request and Alert Messages
Risk Insights
Certificate Hub
Insurance Agent Portal
Concierge
All Essentials Benefits
Dedicated Account Manager
Personal Branding
Custom Configurability Options
myCOI Compliance Team Support
myCOI Care Support
Insurance Tracking Solutions for Insurance Agents & Brokers
Looking for a solution to provide your clients access to their insurance policies with real-time updates? We can help.
Document Hub
Certificates of insurance are likely not the ONLY documents you need to keep tracking for your contractors, vendors, and tenants. Use Document Hub to conveniently store and recall other documents like contracts, W-9s, tax forms, and safety certifications.
Document Hub can be added to Essential or Concierge plans.
Integrations
Our pre-built 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. Learn More