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Certificate of Insurance Tracking Template

Tracking certificates of insurance is a necessary step to properly working with vendors, but can be a bit tricky when done in-house.

This free excel template makes the process simpler by offering by offering easy-to-use sheets for tracking documentation, building compliance reports, and organizing your properties and projects.

9 Fundamentals Guide of Vendor Insurance Review

Unless you’re a dedicated risk and insurance professional, it’s hard to navigate the vendor risk management maze.

So, we’ve created this beginner’s guide to get you started on your path to becoming a Pro at protecting your organization from third-party liability risk. If you currently work with vendors and are unsure whether you’re collecting the sufficient legal/insurance documentation from them to fully protect your business, then this guide is the roadmap you need!

ROI Calculator – What does my current certificate of insurance tracking solution cost me?

How much is your current COI Tracking solution costing you and is there a more cost effective way to do it?

Tracking certificates of insurance for all vendors is an important aspect of maintaining vendor compliance for any company. The way you manage this process, however, can have significant effects on its effectiveness and its financial impact. Our Certificate of Insurance Tracking ROI calculator is a free, excel-based tool which you can use to measure the different costs that come with different tracking solutions (even in-house), as well as ways you could be maximizing your vendor compliance.

How to Find the Best Certificate of Insurance Tracking Solution

Several companies attempt to handle the process of certificate of insurance tracking and vendor compliance, but the service offerings vary greatly. Finding the right COI tracking solution that is best suited for you and your company can be tricky, so we have come up with this eBook to help you know what to look for.

This free download includes the five most important questions to ask when searching for the best option and guidance to help understand the potential answers.