Certificate of Insurance Tracking Software Full- & Self-Service

Custom Smart Tasks

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

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

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

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

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

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

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

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

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

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

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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