COI Tracking with Certificial
A Day in Life
Here’s what working with Certificial looks like for your projects and teams.
Individual Contributor
I am in charge of obtaining Vendors and Suppliers's COIs and checking expiration dates. I log insurance data into other systems. I report to a Risk or Compliance Manager on my progress.
My title is
Vendor coordinato
Risk management analyst
Contract administrators
Total time spent on COIs
Under 30 minutes
Daily Workflow
Step-by-step breakdown
3 sec
Log into Certificial
10:08 AM
15 min
View any vendors that are ”Pending” Compliance Review – due to initial COI response or a change in coverage
10:08 AM
10 min
Make any desired exceptions for vendors with “Pending” Compliance Review
10:23 AM
5 min
Request COIs from any new Vendors
10:33 AM
5 min
Cancel COI Tracking on any Vendors no longer doing business with your company
10:38 AM
Manager
I am in charge of ensuring Vendor and Supplier compliance: I issue exceptions for coverage deficiency and answer my team's questions about insurance.
My title is
Risk manager
Compliance manager
Vendor manager
Total time spent on COIs
Under 30 minutes
Daily Workflow
Step-by-step breakdown
3 sec
Log into Certificial
10:08 AM
20 min
Review any Vendors that are ”Pending” Compliance Review and have been escalated to you by your team
10:08 AM
5 min
Make any desired exceptions for vendors with “Pending” Compliance Review
10:28 AM
0 min
🎉 Focus time elsewhere instead of interviewing Compliance Analysts
10:33 AM
Director/VP
I am in charge of numerous strategic goals, including negotiating insurance premiums and devising insurance risk transfer programs.
My title is
Director of Risk
Director of Compliance
Director of Vendor
Total time spent on COIs
0 minutes
Daily Workflow
Step-by-step breakdown
No tasks
Rest easy knowing you’ve mitigated your risk of an un- or under-insured claim by a Vendor
Ready to see Certificial in action?
Schedule time with our team experts today.
End-to-End Insurance Compliance
Smart COI Lifecycle
A structured, automated lifecycle that ensures vendor insurance is accurate, compliant, and continuously monitored at every stage.
Vendor Sourcing
Vendor Onboarding
Vendor Provides Goods/Services
Vendor is Paid
Completed Operations Monitoring
Applies to certain industries such as construction
Vendor Onboarding
Request COI from Vendor’s Agent
Request coverage from Vendor
Request sent with specific requirements
Vendor selects Insurance Agency
If needed, vendor connects with their agent
Agent generates Smart COI using Certificial
No Vendor Self-Reporting · Reduced Fraud
Coverage automatically checked against requirements
Real-time validation against your policies
Compliance issues shown in real time
Instant visibility for Agent & Vendor
Agent manages renewals & coverage changes
Updates flow from their primary system
Smart COI auto-updates from verified policy data
Request sent with specific requirements
Continuous monitoring with alerts
Notifications for all parties when action needed
Vendor Onboarding
Request COI from Vendor’s Agent
Agent manages renewals & coverage changes
Updates flow from their primary system
Request coverage from Vendor
Request sent with specific requirements
Agent generates Smart COI using Certificial
No Vendor Self-Reporting · Reduced Fraud
Smart COI auto-updates from verified policy data
Request sent with specific requirements
Coverage automatically checked against requirements
Real-time validation against your policies
Compliance issues shown in real time
Instant visibility for Agent & Vendor
Vendor selects Insurance Agency
If needed, vendor connects with their agent
Continuous monitoring with alerts
Notifications for all parties when action needed
Vendor Onboarding
Request COI from Vendor’s Agent
Request coverage from Vendor
Request sent with specific requirements
Vendor selects Insurance Agency
If needed, vendor connects with their agent
Agent generates Smart COI using Certificial
No Vendor Self-Reporting · Reduced Fraud
Coverage automatically checked against requirements
Real-time validation against your policies
Compliance issues shown in real time
Instant visibility for Agent & Vendor
Continuous monitoring with alerts
Notifications for all parties when action needed
Smart COI auto-updates from verified policy data
Request sent with specific requirements
Agent manages renewals & coverage changes
Updates flow from their primary system
Vendor Onboarding
Request COI from Vendor’s Agent
Vendor selects Insurance Agency
If needed, vendor connects with their agent
Agent generates Smart COI using Certificial
No Vendor Self-Reporting · Reduced Fraud
Request coverage from Vendor
Request sent with specific requirements
Compliance issues shown in real time
Instant visibility for Agent & Vendor
Agent manages renewals & coverage changes
Updates flow from their primary system
Coverage automatically checked against requirements
Real-time validation against your policies
Smart COI auto-updates from verified policy data
Request sent with specific requirements
Continuous monitoring with alerts
Notifications for all parties when action needed
Vendor Onboarding
Request COI from Vendor’s Agent
Request coverage from Vendor
Request sent with specific requirements
Vendor selects Insurance Agency
If needed, vendor connects with their agent
Agent generates Smart COI using Certificial
No Vendor Self-Reporting · Reduced Fraud
Coverage automatically checked against requirements
Real-time validation against your policies
Compliance issues shown in real time
Instant visibility for Agent & Vendor
Agent manages renewals & coverage changes
Updates flow from their primary system
Smart COI auto-updates from verified policy data
Request sent with specific requirements
Continuous monitoring with alerts
Notifications for all parties when action needed
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