Downloads

Managing Your COI Tracking In-House

If you’re like most companies today, you work with dozens or hundreds of vendors & suppliers. You also require them to show you some proof of insurance before they can come onsite to perform work. If you’re like most companies today, you also handle this task internally, whether you have a dedicated person or several individuals across your organization spending a portion of their day doing this.

This free guide breaks down the process into individual steps and offers pro-tips, tools, and resources to help you better tackle this task and succeed at it too.

How to Find the Best Certificate of Insurance Tracking Solution

Several companies attempt to handle the process of certificate of insurance tracking and vendor compliance, but the service offerings vary greatly. Finding the right COI tracking solution that is best suited for you and your company can be tricky, so we have come up with this eBook to help you know what to look for.

This free download includes the five most important questions to ask when searching for the best option and guidance to help understand the potential answers.

Why should I worry about tracking Certificates of Insurance?

If you’re like most companies today, you work with dozens or hundreds of vendors & suppliers. You also require them to show you some proof of insurance before they can come onsite to perform work. If you’re like most companies today, you also handle this task internally, whether you have a dedicated person or several individuals across your organization spending a portion of their day doing this.

This free guide breaks down the process into individual steps and offers pro-tips, tools, and resources to help you better tackle this task and succeed at it too.

9 Fundamentals Guide of Vendor Insurance Review

Unless you’re a dedicated risk and insurance professional, it’s hard to navigate the vendor risk management maze.

So, we’ve created this beginner’s guide to get you started on your path to becoming a Pro at protecting your organization from third-party liability risk. If you currently work with vendors and are unsure whether you’re collecting the sufficient legal/insurance documentation from them to fully protect your business, then this guide is the roadmap you need!

Certificate of Insurance Tracking Template

Tracking certificates of insurance is a necessary step to properly working with vendors, but can be a bit tricky when done in-house.

This free excel template makes the process simpler by offering by offering easy-to-use sheets for tracking documentation, building compliance reports, and organizing your properties and projects.

ROI Calculator – What does my current certificate of insurance tracking solution cost me?

How much is your current COI Tracking solution costing you and is there a more cost effective way to do it?

Tracking certificates of insurance for all vendors is an important aspect of maintaining vendor compliance for any company. The way you manage this process, however, can have significant effects on its effectiveness and its financial impact. Our Certificate of Insurance Tracking ROI calculator is a free, excel-based tool which you can use to measure the different costs that come with different tracking solutions (even in-house), as well as ways you could be maximizing your vendor compliance.

The Importance of Certificate of Insurance Tracking in Construction

Careful certificate of insurance (COI) tracking is important in many industries, but it is especially essential in construction due to the risks of injuries, overdue projects, natural disasters, substandard work, and subcontractor disputes.

This free guide provides an in-depth overview of why COI tracking is critical in the construction industry, highlights key risks, and explains why you should track COIs separately.