Insurance Tracking for Water, Utilities, and Waste Management

Manage all of your certificates in one easy-to-use platform.

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Track and Manage Your Certificates of Insurance

It’s important to understand the entire landscape of your liability. With myCOI you can gain clairty and piece of mind by tracking all of your insurnace certificates in one place.

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.

Improve Compliance on a
Case-by-Case Basis

With the ability to review and manage insurance ceritificates by property and project type, myCOI provides you with the information and tools to reduce your liability and improve compliance efforts.

Essentials

Risk Insights

Get real-time insights into your liability exposure and monitor your COIs for cancellations and lapses.

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.

myCOI_Water-Utilities-Waste-Save Time

Remain Compliant, Reclaim Time

Remaining compliant and reducing liability is inherehenlty beneficial, but can also be time consuming. With the automation power of myCOI you can spend more time focusing on high-touch tasks and less time worry about menial data entry.

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.

Find The Right Fit For Your Business

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

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.

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.

myCOI Native 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

Procore
MRI Software
Sage 300
Vista by Viewpoint
myCOI API

Are You an Agent or Broker?

Looking for a solution to provide your clients with access to their COIs? We can help.