How to Track Certificates of Insurance: | |||
---|---|---|---|
Step | Task | Description | ecertsonline Solution |
1. | Request Certificate | Make contact with your subcontractors or vendors and request a certificate from them. | 100% automatic.Requests are sent via email to subs/vendors asking for a valid certificate of insurance. |
2. | Receive Certificate | Via email or paper copy, receive PDF and store. | 100% automatic.Via certificate portal, subs/vendors upload certificates, endorsements, and contracts. |
3. | Compare Certificate against your requirements | Visually compare limits, coverages, carrier ratings, endorsements and wording. Make sure all coverages haven't expired. | 100% automatic.All aspects of certificates are compared against your set of requirements. Any deficiencies are immediately displayed to your subs/vendors. |
4. | Is Certificate Compliant? | If certificate isn't acceptable, entire process starts all over. | 100% automatic.ecertsonline restarts with Step 1 until Sub/Vendor becomes compliant. |
Utilizing OCR and ecertsonline's smart algorithms, manually reviewing your insurance documents is a thing of the past!
With machine learning, ecertsonline knows that Professional Liability insurance can also be Directors & Officers Insurance or D&O or Errors and Omissions Coverage or E&O.
With one click exceptions, override a carrier rating or Medical Expense or any other coverage, limit or deductible.
Invite your vendors to join with one click
Set customized insurance requirements for your vendors and ensure they are always in compliance.
Stay up-to-date with the latest insurance endorsements and ensure your vendors have the right coverage for your business needs.
Get a bird's eye view of all your vendors' insurance certifications in one place.
Mitigate risk and reduce exposure to potential liabilities by ensuring your vendors have adequate insurance coverage.
Get expert help and guidance on managing vendor insurance, so you can focus on growing your business.
Discover why ecertsonline is the most popular certificate application in America trusted by hundreds of brands for over 25 years.
Get started for free today! No credit card is required.
Have a Question? Need a Consultation? Get in Touch