Concierge

Concierge - Start to Finish Insurance Tracking Services

Let’s face it, the entire certificate of insurance process isn’t fun for anyone: you, your third-party relationships, or their insurance agent. Sometimes you just don’t want to deal with it. Well, we have a team for that, and believe it or not—they love this stuff.

Concierge - Start to Finish Insurance Tracking Services

Let’s face it, the entire certificate of insurance process isn’t fun for anyone: you, your third-party relationships, or their insurance agent. Sometimes you just don’t want to deal with it. Well, we have a team for that, and believe it or not—they love this stuff.

Concierge
Insurance Pro

Insurance Pro

Engage with myCOI Insurance Pro to take advantage of the myCOI Certificate Management Team, a group of qualified insurance professionals who act as your extended compliance team.

  • Stay protected by leaving the COI processing to an experienced insurance industry professional on our Certificate Management Team who will verify all COI requirements are met
  • Ensure compliance issues don’t slip through the cracks, as our insurance professionals review the certificates and endorsements provided to confirm that primary and non-contributory, waiver of subrogation, additional insured on completed operations and other critical requirements are being met

Insurance Pro

Engage with myCOI Insurance Pro to take advantage of the myCOI Certificate Management Team, a group of qualified insurance professionals who act as your extended compliance team.

  • Stay protected by leaving the COI processing to an experienced insurance industry professional on our Certificate Management Team who will verify all COI requirements are met
  • Ensure compliance issues don’t slip through the cracks, as our insurance professionals review the certificates and endorsements provided to confirm that primary and non-contributory, waiver of subrogation, additional insured on completed operations and other critical requirements are being met
Insurance Pro
myCOI Care

myCOI Care

Our best in class, local team of myCOI Care experts is there for you to handle all of your support needs. Enjoy the flexibility of choosing the right level of support for your organizational needs.

  • Reach a helpful, industry knowledgeable Customer Service Representative via phone or email
  • Work closely with a dedicated Account Manager who understands your unique business and ensures your success
  • Allow the Certificate Management Team to support your vendor and agent questions and non-compliance concerns, allowing you to focus on running your business.

myCOI Care

Our best in class, local team of myCOI Care experts is there for you to handle all of your support needs. Enjoy the flexibility of choosing the right level of support for your organizational needs.

  • Reach a helpful, industry knowledgeable Customer Service Representative via phone or email
  • Work closely with a dedicated Account Manager who understands your unique business and ensures your success
  • Allow the Certificate Management Team to support your vendor and agent questions and non-compliance concerns, allowing you to focus on running your business.
myCOI Care
Risk Insights

Risk Insights

Stay protected and increase your liability awareness in real time with myCOI Risk Insights. This solution leverages insightful and centralized dashboards, reports, and application features to allow you to quickly understand your organizational compliance.

  • Ensure your vendors have not cancelled a policy with the Quarterly Tracking feature, which confirms that policies have not lapsed and coverage hasn’t changed
  • Confirm that you are protected as an additional insured with the proper endorsement and waiver of subrogation is in place through the Endorsement Tracking
  • View a history of all overrides for a more complete perspective on requirement exceptions

Risk Insights

Stay protected and increase your liability awareness in real time with myCOI Risk Insights. This solution leverages insightful and centralized dashboards, reports, and application features to allow you to quickly understand your organizational compliance.

  • Ensure your vendors have not cancelled a policy with the Quarterly Tracking feature, which confirms that policies have not lapsed and coverage hasn’t changed
  • Confirm that you are protected as an additional insured with the proper endorsement and waiver of subrogation is in place through the Endorsement Tracking
  • View a history of all overrides for a more complete perspective on requirement exceptions
Risk Insights
Certificate Hub

Certificate Hub

Leverage the myCOI Certificate Hub to eliminate paper trails and manage all of your certificates, requirements and third-party relationships in a central repository.

  • Quickly understand compliance status through an easily accessible online library of all your Certificates of Insurance
  • Take advantage of easy searching, filters, ability to download and print, from one central location, saving you time with audits and claims
  • Consolidate your vendor information and other key documents (W9s, Contracts and other Certifications)

Certificate Hub

Leverage the myCOI Certificate Hub to eliminate paper trails and manage all of your certificates, requirements and third-party relationships in a central repository.

  • Quickly understand compliance status through an easily accessible online library of all your Certificates of Insurance
  • Take advantage of easy searching, filters, ability to download and print, from one central location, saving you time with audits and claims
  • Consolidate your vendor information and other key documents (W9s, Contracts and other Certifications)
Certificate Hub
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Communications Director

Take advantage of the most robust and industry knowledgeable online workflow with myCOI Communications Director. This rules based engine is built on a foundation of insurance industry logic to automate the certificate of insurance communication process and ensure you remain protected.

  • Send vendors and their insurance agents automated requests for missing certificates and upcoming renewal expirations, eliminating the need to manually monitor COIs
  • Prompts immediate action and sends essential insurance policy notifications to vendors and their insurance agents when a compliance issue is identified, reducing the amount of time you spend chasing down issues on the phone
  • Automate the manual and burdensome process of COI communications

Communications Director

Take advantage of the most robust and industry knowledgeable online workflow with myCOI Communications Director. This rules based engine is built on a foundation of insurance industry logic to automate the certificate of insurance communication process and ensure you remain protected.

  • Send vendors and their insurance agents automated requests for missing certificates and upcoming renewal expirations, eliminating the need to manually monitor COIs
  • Prompts immediate action and sends essential insurance policy notifications to vendors and their insurance agents when a compliance issue is identified, reducing the amount of time you spend chasing down issues on the phone
  • Automate the manual and burdensome process of COI communications
Emails.png
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Insurance Agent Portal

Streamline renewals and ensure timely response to insurance requests by having agents leverage the myCOI Agent Portal. Agents receive informative, personalized emails and reports to take action on behalf of their insured and make sure they provide compliant COIs, which can be uploaded directly to myCOI for review and tracking.

  • Empower insurance agents with real time access to view your contract insurance requirements, the status of renewals, and pending non-compliance
  • Lose the paper trail as agents directly upload all necessary certificates and endorsements online
  • Eliminate the telephone game as manual touch points go away with intuitive notifications and online interaction

Insurance Agent Portal

Streamline renewals and ensure timely response to insurance requests by having agents leverage the myCOI Agent Portal. Agents receive informative, personalized emails and reports to take action on behalf of their insured and make sure they provide compliant COIs, which can be uploaded directly to myCOI for review and tracking.

  • Empower insurance agents with real time access to view your contract insurance requirements, the status of renewals, and pending non-compliance
  • Lose the paper trail as agents directly upload all necessary certificates and endorsements online
  • Eliminate the telephone game as manual touch points go away with intuitive notifications and online interaction
Agent_Portal_2.png
Unlimited Users

Unlimited Users

Provide access for an unlimited number of users in your organization who manage insurance requirements and contracts or require insights into your organization’s compliance and risk exposure.

Unlimited Users

Provide access for an unlimited number of users in your organization who manage insurance requirements and contracts or require insights into your organization’s compliance and risk exposure.

Unlimited Users