COI Track

Many of your clients need help managing their inbound certificates of insurance. COI Track is a solution you can offer your clients and prospects and will help differentiate you from your competitors.

COI Track provides automated alerts when certificates are about to expire and provides full reporting of certificate deficiencies. The built-in e-mail templates make it easy to notify vendors of the need for new or valid certificates.

Add COI Track to the services you offer and stand out from the pack.

• Reduce your liability
• Save time
• Automate the process
• Ensure compliance

We also offer you and your clients other tools that:

• • track and trend Incidents
  • build Position Descriptions
  • compile Job Hazard Assessments
  • maintain Material Safety Data Sheets
  • track Training
  • provide Safety materials & resources

Offer these tools individually or access them all
from one Risk Management Center

LET US HELP - Succeed also offers you and your clients expert assistance in loading and managing the certificates of insurance program. For more information contact us at 877-582-0190 or slade.c@succeedms.com

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