Your Guide to Managing Certificates of Insurance with COI Tracking
COI tracking software is used to efficiently manage risks across a range of diverse industries.
Request and track vendor/tenant COIs & compliance. Simplify vendor management & find new vendors.
Submit my COIs for my clients & streamline compliance. Access my company profile in the bcs network.
All your tasks are centralized into a workflow to better manage your compliance tracking efforts.
Smart My Tasks
My Tasks helps you navigate the compliance maze by organizing and simplifying your efforts. Keep track of your communications and compliance efforts in one convenient spot. Set up future tasks for yourself to make sure compliance is met and any follow-ups get followed up with.
Customize your vendor management platform with unlimited custom properties.
Custom Objects
Customize your workspace so bcs COI tracking software works best for you! Set up your own custom fields and properties to best fit your companies needs and processes.
Don't want certain users to see parts of your portfolio or list or projects? Granular user permissions allow you to easily manage this.
User Permissions
Adjustable user permissions are crucial for a proper COI tracking system. Make sure everyone has access to exactly what they need while keeping the rest of your records secure.
Attach existing insurance documents.
Use pre-built templates that auto-populate compliance deficiencies.
Email contains easy document submission link for instant feedback.
Automated Deficiency Notices
Pre-built email template save time and increase efficiency. Auto-populate compliance deficiencies so your correspondent knows exactly what is deficient and what is still needed from them. All email templates come equipped with a document submission link that automatically associates any submitted documents with that vendor's record.
Automated emails to request deficiency corrections, insurance renewals, etc.
Insurance Renewals Tracking & Automation
Automated insurance renewal requests are built in to the bcs COI tracking software. Automated renewal requests will be sent out to your vendors and their agents before any policies expire so there is no lapse in coverage.
Easy color-coding helps your vendors/tenants understand their coverage gaps.
Insurance documents are automatically extracted using our proprietary technology to update your vendor/tenant's coverage.
... it can even read for specific description of operations language.
Automated Certificate of Insurance Review
Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you.
Track as many different COIs for the same Vendor/Tenant, with different requirements for each.
Once a vendor's job/project is inactive, just deactivate the job, so you can keep a paper trail.
Track Multiple COIs per Vendor/Tenant
Track different compliance requirements for the same vendor/tenant/franchisee. Track multiple COIs based on different requirements for different location, properties, or projects.
Complete analytics dashboard for quick insights.
Compliance Analytics Dashboard & Reporting
With our COI tracking and vendor compliance analytics dashboard, you’ll have total visibility of your compliance management efforts across your organization.
Easily post RFPs and choose who gets to see and bid - either just your vendors or the whole bcs network.
Chat with bidders.
Award the job to a vendor and start the onboarding process.
Job Postings & Automated RFPs
Streamline your bidding and vendor onboarding processes with cutting-edge RFP automation software from bcs! Easily post jobs to your current vendors, or open up the bids to everyone in the bcs network.
Track documents like W9s, contracts, etc.
Set up as many requirement templates for different vendor/tenant profiles.
Track any policy.
Requirement Templates
Manually reviewing insurance documents is a thing of the past thanks to bcs. Set up specific insurance requirements for your vendors/tenants. Add multiple risk categories when needed. Our algorithm provides real-time compliance feedback of your insurance certificates and evidences of property coverage.
Centralize all your vendor communications.
Direct in-app Messaging
Direct in-app messaging with vendors and tenants keeps compliance communications centralized. Reach out to your vendors with ease, all from one COI tracking software database.
Which certificate of insurance tracking solution are you looking for?
"I have been very pleased with bcs since 2008 when they were added as an enhancement to our risk mitigation processes. The bcs team is super responsive to our needs at both the corporate and plant level which allows us to manage our fast-paced business. All Service Provider compliance data and documents including insurance and health and safety prequalifications are easily accessible via the bcs app."Vice President Risk Management
"Since 2009, GBC has utilized bcs for subcontractor insurance monitoring and compliance. The bcs team is hard-working and does their very best to respond to our needs accurately and in a timely manner. We are impressed with the functionality of their web-based software as it provides the ability to easily review documents, see updated notes, and monitor correspondence status. bcs has done a great job and working with them has been a wonderful experience."Sr. Vice President – Director of Risk Management
"One of the best decisions we made while streamlining our processes was switching to bcs. We had used a different tracking company, but found we were spending a lot of time chasing down COIs and didn't even know if they were compliant. We also did not have a user-friendly online portal to extract information. With bcs, we get all that and more. The staff has been a joy to work with – very thorough and responsive. I really feel as though we are receiving a valuable service that saves our business time and money while keeping us compliant."Controller from Davidson Communities
Insurance tracking doesn’t have to be painful.
COI tracking software is used to efficiently manage risks across a range of diverse industries.
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