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"If you are even considering a program to track liability insurance, this organization is the best choice. A great feature [of Succeed's COI Track] is that it automatically e-mails you and lets you know which vendors/subcontractors have expired, or soon to expire certificates."

Katrina Englehart
Stellar J Construction

   
 

 

 
 
 

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:

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


 
     
 

 

 

   
  Watch a video on COI Track  

 

     
 

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