Features
Everything you need to manage vendor insurance compliance
Collect COIs by email or secure upload, automatically extract policy data with AI, check compliance against your requirements, and track expirations — all in one simple dashboard.
Vendor Management
- Organize vendors and track insurance compliance across your business.
- Categorize vendors by type (Contractor, IT/SaaS, Janitorial, etc.)
- View compliance status across all vendors
- Search, filter, and quickly access vendor records
- Available across all plans. Capacity varies by plan.
Compliance Status Dashboard
- Instantly see which vendors meet your insurance requirements. Statuses include:
- Compliant
- Non-Compliant
- Exception Granted
- In Progress
- Your dashboard highlights missing coverage, expiring policies, and pending requests.
Vendor Portal Upload (No Login Required)
- Collect certificates easily without forcing vendors to create accounts.
- Secure upload link for vendors
- Drag-and-drop COI upload
- Optional supporting document uploads
- Instant upload confirmation for vendors
- Included in all plans.
Email COI Submission
- Vendors can submit certificates directly by email.
- Unique email address for COI submissions
- Automatic document ingestion
- Eliminates back-and-forth email requests
- Documents appear instantly in your dashboard
- Included in all plans.
Requirement Templates
- Define insurance standards once and apply them across vendors and projects.
- Create reusable templates by vendor type
- Define required coverages and minimum limits
- Specify endorsements and carrier rating guidance
- Maintain consistent compliance requirements across the organization
- Template availability varies by plan.
Requests & Vendor Tracking
- Send and manage certificate requests directly from COISimple.
- Send COI requests with due dates
- Monitor vendor submission status
- Track overdue requests
- Manage requests across vendors and projects
- Request capacity varies by plan.
AI COI Data Extraction
- Upload an ACORD 25 certificate and automatically extract key policy information.
- AI extracts:
- Insured and producer details
- Carrier information
- Policy numbers
- Effective/expiration dates
- Coverage limits
- This significantly reduces manual data entry and review time.
Automatic Compliance Evaluation
- COISimple compares extracted policy data against your requirement templates.
- Identify missing coverage or insufficient limits
- Flag non-compliant policies instantly
- Generate compliance status automatically
- Allow manual overrides or exception decisions when needed
Audit Logs
- Maintain a complete activity history for compliance accountability.
- Track vendor requests and uploads
- Record compliance reviews and status changes
- Maintain documentation for internal audits
- Audit capabilities vary by plan.
Reports & Exports
- Export vendor compliance data for reporting and audit purposes.
- CSV export for vendor and compliance data
- Downloadable compliance reports
- Share information with internal teams or auditors
- Reporting capabilities vary by plan.
Custom Branding
- Customize the vendor experience to match your organization.
- Branded vendor portal experience
- Add your company logo
- Remove COISimple branding
- Available on advanced plans.
Alerts & Expiration Monitoring
- Never miss expiring vendor policies.
- Email alerts for expiring policies
- Automated renewal reminders
- Vendor follow-up notifications
- Dashboard visibility into upcoming expirations
- Automation levels vary by plan.
API Access
- Integrate COISimple with internal systems and workflows.
- Sync vendor insurance data
- Enable automated reporting pipelines
- Connect with internal dashboards or tools
- Available on advanced plans.
