Certificate of Insurance Tracking Software

Manage and track incoming certificates of insurance with certificate of insurance tracking software.

Certificate of Insurance Tracking Software

Certificate of insurance tracking software helps to manage insurance certificates to avoid lapses in coverage or expirations. CertAdvisor is available as a stand-alone insurance certificate management program or as part of Recordables comprehensive RMIS software solution.

Automate Certificate of Insurance tracking with CertAdvisor®.

Maintain compliance and mitigate risk with CertAdvisor®, the automated Certificate of insurance tracking software from Recordables. CertAdvisor automates the work involved in managing and tracking incoming certificates of insurance through machine learning. Automated COI tracking reduces workload from hours to seconds through automation and workflow processes.

The automated COI process with CertAdvisor is faster and more accurate than manual entry. CertAdvisor’s automated certificate of insurance tracking improves upon Optical Character Recognition(OCR),  which only reads text. CertAdvisor reads certificates of insurance and automates processing to significantly reduce or eliminate manual data entry, while including a workflow that ensures certificates of insurance compliance.

Recordables offers several related capabilities that can use artificial intelligence, machine learning, and predictive analytics in to provide trends and interpret data.

CertAdvisor® provides time and cost savings as it:

  • Scans and reads your certificate of insurance.
  • Extracts text to be inserted in the correct portion of CertAdvisor® for analysis.
  • Automatically populates certificates to alert the vendor and user 30 or 60 days prior to expiration.
  • Sends form emails for certificates that are approved, denied expired or expiring.
  • Provides detail screens to manage certificates.
  • Powerful reporting analytics.

With robust features, timely tech support, sustainability, and state-of-the-art network security, CertAdvisor offers certificate of insurance solutions for any size business, organization, or agency. With a tiered pricing model, CertAdvisor is affordable and practical for organizations of all sizes.

Certificate of Insurance Tracking Software benefits

Risk managers benefit from comprehensive certificate of insurance tracking software for reporting and monitoring all incoming insurance certificates from vendors, contractors, partners as well as internal certificates. With CertAdvisor® from Recordables:

  • Receive notifications and reminders for insurance certificates nearing expiration.
  • Track certificates for multiple insurance types across an entire organization.
  • Track an unlimited number of vendors.
  • Track limit of liability compliance.
  • Automate and customize form letters and emails.
  • Notify internal departments of vendor insurance certificate deficiencies
  • Vendor notification log tracks notices sent to vendors to maintain compliance.
  • Electronically store insurance certificates and other related documents.
  • Record notes to maintain additional information regarding each certificate or vendor.

Why Certificate of Insurance Tracking Software is useful

  • Reduce risk from uninsured vendors or suppliers
  • Be proactively informed of expiring certificates of insurance
  • Organize and consolidate all insurance certificates in one secure location
  • Enable authorized users to monitor and report insurance certificate compliance
  • Confirm compliance with organization wide standards and minimums for insurance

Certificate of Insurance Tracking Software Automation

Automation improves the timeliness and accuracy of Certificates of Insurance Tracking. Vendors and suppliers are required to provide up-to-date certificates of insurance (COI) to demonstrate their coverage. Delays in submitting or updating certificates can occur with manual processes, leading to gaps in coverage or outdated information. Tracking accurate and timely certificates can be a cumbersome task that can be solved with the right certificate of insurance tracking solution.

The next generation of certificate of insurance tracking uses Optical Character Recognition (OCR) to scan and read certificates of insurance combined with automation through machine learning to scan and automate tracking of certificates of insurance. This reduces the time required to process certificates to seconds, while providing a workflow that allows for certificates to be tracked and monitored efficiently. Monitoring for expired certificates of insurance, tracking systems can send notifications to responsible parties that updates are required before a certificate expires.

CertAdvisor from Recordables uses OCR, machine learning, and more to automate the management and tracking of certificates of insurance.


Download the insurance certificate tracking brochure.


To learn more about Recordables certificate of insurance tracking software solutions, call us at (312) 961-7894 or reach us by email at sales@recordables.com to schedule a demonstration or answer any questions. You can also reach us via the contact form on this page.

(312) 961-7894

Insurance Certificate Managment

Easily Track Insurance Certificates

Monitor and track insurance certificates from contractors and vendors with insurance certificate tracking software from Recordables. Confirm compliance across all vendors and policies, and reduce time requesting certificates with automated insurance certificate tracking processes.

Your insurance certificate tracking software data is secure

All Recordables insurance certificate tracking software applications meet or exceed established standards for network security and regulatory compliance. Learn more about our network security.

Download the insurance certificate tracking brochure.

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