Integrations
Connect COISimple to your workflow.
COISimple works alongside your existing tools. Export compliance data for reporting today, or use the API for deeper integrations.
Data Exports
- Export vendor compliance information for reporting, analysis, or internal workflows.
- Available export options include:
- CSV exports for vendor compliance data
- Vendor lists and compliance status
- Policy expiration tracking
- Compliance review summaries
- Exports allow teams to easily analyze data in spreadsheets or internal reporting systems.
Compliance Reports
- Generate reports for stakeholders who need visibility into vendor compliance.
- Reports can be used for:
- Internal compliance reviews
- Property owners or project managers
- Risk management teams
- Vendor documentation records
- Reporting capabilities vary by plan.
Email Worflow Integration
- COISimple integrates with existing email workflows.
- Vendors can submit certificates of insurance directly by email, allowing teams to collect documents without changing their existing communication process.
- Benefits include:
- No vendor account required
- Simple submission process for vendors
- Automatic document processing within COISimple
API Access
- The COISimple API allows organizations to integrate vendor compliance data with internal tools and workflows.
- Use the API to:
- Sync vendor compliance status
- Retrieve vendor insurance records
- Automate reporting pipelines
- Connect compliance data to internal dashboards or systems
- API access is available on advanced plans.