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Delivering the highest Certificate of Insurance compliance in the industry.

CertFocus is a SaaS-based Certificate of Insurance (COI) management solution designed to automate and improve compliance. It provides a centralized platform for tracking, managing, and reporting on COIs, ensuring that subcontractors, vendors, and other partners maintain adequate insurance coverage. The system is developed by insurance professionals and offers features like automated COI review, discrepancy detection, and customizable reporting. CertFocus integrates with accounting systems for streamlined workflows and provides a self-service or full-service model, allowing clients to choose the level of support they need. It aims to reduce risk, save time and costs, and improve overall compliance rates by directly addressing and resolving compliance issues rather than just tracking them.
CertFocus is a SaaS-based Certificate of Insurance (COI) management solution designed to automate and improve compliance.
Explore all tools that specialize in coi tracking. This domain focus ensures CertFocus delivers optimized results for this specific requirement.
Automatically reviews incoming COIs for compliance based on pre-defined rules and requirements.
Identifies discrepancies between COI requirements and actual coverage, flagging non-compliant documents.
Generates detailed reports on compliance rates, exceptions, and other key metrics, tailored to specific organizational needs.
Integrates with accounting systems to streamline vendor onboarding and payment processes, ensuring compliance before payments are issued.
Provides each customer with a dedicated CIC, CPCU, CISR, and/or CRIS certified insurance professional as an Account Manager.
Offers options ranging from self-service to fully automated review and processing.
Initial consultation to understand requirements
Data migration from existing systems
System configuration and customization
User training on platform features
Integration with accounting and other systems
Ongoing support and account management
All Set
Ready to go
Verified feedback from other users.
"CertFocus is highly regarded for its ease of use, compliance accuracy, and customer support."
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