CertAssure COI Tracking

COI Solutions

An easy to use, cloud based software solution.

Developed and maintained by our team of Insurance Professionals.



Most Popular Option


  • Leading Edge Certificate Management Software
  • Quick-Start Training
  • Compliance Manager
  • Communications Director
  • Certificate Hub
  • Insurance Agent Portal
  • All Standard benefits Included
  • Our Compliance Team reviews all certificates for compliance with your requirements
  • Our Compliance Team provides support to your vendors and their agents to answer compliance concerns
  • Dedicated Account Manager‚Äč
  • Continued support and training
  • All Essentials benefits
  • Our Compliance Team reviews certificates to ensure compliance, following up on any issues
  • Flexible implementation and enablement options with branding and configurability options

Mocked-up Certificate of Insurance
Insurance Agents are provided list of required endorsement forms

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Experience for yourself why CertAssure is the leading choice for certificate of insurance tracking, compliance and risk management.