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Certificate of Insurance Tracking Software

The most sophisticated contract, lease or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.

Custom Smart Tasks

Smart Tasks Workflow – 1-1

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. 

Custom Objects

Customization – 1-1

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.

User Permissions

Advanced User Management – 1-1

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.

Automated Notices

Automated Notices – 1-1

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.

Renewal Tracking

Renewal Tracking – 1-1

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. 

Automated COI Review

Automated Insurance Review – 1-1

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.

Multiple COIs

More than 1 COI per Vendor – 1-1

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. 

Compliance Analytics

Analytics – 1-1

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.

Job Postings & RFPs

Job Postings – 1-1

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.

Requirement Templates

Requirement Categories – 1-1

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.

Direct Messaging

Messenger – 1-1

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. 

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Insurance tracking doesn’t have to be painful.

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Unmatched Scalability 

Built to support companies of all sizes, including the largest organizations across all industries

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Government

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Real Estate

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Construction

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Hospitality

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Energy/Utilities

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Retail

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Education

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Franchise Management

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Manufacturing

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Logistics

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Transportation

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Financial Services

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Non-profit

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HOAs

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Healthcare

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Government

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Real Estate

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Construction

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Hospitality

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Energy/Utilities

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Retail

education - industry

Education

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Franchise Management

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Manufacturing

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Logistics

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Transportation

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Financial Services

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Non-profit

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Healthcare

  • Integrations

  • Location Based User Access

  • SSO

COI Tracking Software: See it in Action! 👀

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Insurance tracking doesn’t have to be painful.

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COI Tracking Software + Professional Services

Full-Service Certificate of Insurance Tracking

The perfect balance of COI tracking software and customer support. Don’t have the resources or expertise to manage the insurance compliance process internally? Our full-service offering helps organizations of all sizes offload this to our bcs team.

Unmatched Customer Support

Our Full-Service COI tracking solution molds to your needs so we can act as an extension of your own team. We will give you the manpower and knowhow to free up your organization's valuable time.

Each client will be assigned a full bcs support team including:

Implementation Manager - pink

Customer Success Manager

BCS Employee - purple

Team Lead

Analyst - blue

Compliance Analyst

Veterans in the Industry

Over 17 years of experience managing 200,000+ vendors/tenants annually, that ensure consistency in the quality of our service 

We Manage Them So You Don’t Have To

Your bcs team comprises of compliance analysts that are managed by our team leads to ensure a smooth operation. 

Deep Insurance Expertise 

Our analysts are rigorously trained on everything insurance in our very own detailed compliance training, bcs University.

Pay Only For What You Need

You pay per vendor or tenant rather than having to hire and train a full-time equivalent (FTE). You are only charged for active records. 

Quality Audits & KPIs 

Each analyst is subjected to spot quality audits from our Quality Assurance Team to maintain the standard of excellence that has made bcs the leader in the industry. 

Full Policy Reviews

Experienced in reviewing entire insurance policies and identifying coverage exclusions in markets like New York where NY Labor Law 240 poses such a liability risk. 

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Insurance tracking doesn’t have to be painful.

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Unmatched Scalability 

Built to support companies of all sizes, including the largest organizations across all industries

government - industry

Government

real estate - industry

Real Estate

construction - industry

Construction

hospitality -industry - yellow

Hospitality

energy-utilities.svg - industry

Energy/Utilities

retail.svg - industry

Retail

education - industry

Education

franchise management.svg - industry

Franchise Management

manufacturing.svg - industry

Manufacturing

logistics.svg - industry

Logistics

transportation.svg - industry

Transportation

financial services.svg - industry yellow

Financial Services

nonprofit.svg - industry pink

Non-profit

HOA.svg - industry

HOAs

healthcare.svg - industry

Healthcare

government - industry

Government

real estate - industry

Real Estate

construction - industry

Construction

hospitality -industry - yellow

Hospitality

energy-utilities.svg - industry

Energy/Utilities

retail.svg - industry

Retail

education - industry

Education

franchise management.svg - industry

Franchise Management

manufacturing.svg - industry

Manufacturing

logistics.svg - industry

Logistics

transportation.svg - industry

Transportation

financial services.svg - industry yellow

Financial Services

nonprofit.svg - industry pink

Non-profit

HOA.svg - industry

HOAs

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Healthcare

  • Save Time & Resources

  • Protect Your Organization

  • Modernize COI Management

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Insurance tracking doesn’t have to be painful.

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