Automated Insurance Tracking Software

Simplify how you manage Insurance Certificates

PINS Dashboard

Efficiency Is Key In Eliminating Risk

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Request Insurance

Build templates with customizable insurance requirements and send the requested coverage to vendors, contractors and/or agents.

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Submit Certificates

Using OCR (Optical Character Recognition), agents submit insurance certificates, as well as any other requested documents.

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Notify Your Team

All parties are automatically notified of submission and overall compliance, keeping everyone on the same page.

STATISTICS

Our 10 Years
Of Achievements

Our numbers prove our commitment to providing our clients with the best solutions for their needs.

PINS-ADVANTAGE

Trusted by the best

CSM-GROUP-PINS
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POWERFUL FEATURES

Automated Insurance Tracking
For Businesses

Streamline your COI tracking process and immediately save your organization time, money, and a major headache.

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Reduce Compliance Gaps

Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on submissions.

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Save Time

Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project.

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Reduce Cost

Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies.

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Grow Your Business

With PINS you can know that insurance coverage is taken care of across your business - so that you can focus on what matters. Standardize and automate insurance submissions based on your preferences.

TESTIMONIALS

Happy Customers

The thing I love most about PINS is everything. It used to take us 2 days to send expired notices, but now I literally press a button and I get all my expired notices done within 5 minutes. Our experience with PINS Customer Service has been outstanding, you can’t beat it!

Risk Manager, C.W. DRIVER Cyndia Ryan

PINS has been a godsend. PINS software has improved our organizations risk transfer process in a significant way. Tracking on a spreadsheet was extremely cumbersome, problematic and things were very simply often overlooked. We are very pleased with the PINS Software application and will be continuing to use it as satisfied customer for many years to come.

Risk Manager, CITY OF SUNNYVALE Dr. Scott Mann, MBA, CBO, ARM

PINS has been a game changer for our insurance tracking! PINS has saved CSM Group a tremendous amount of time when it comes to entering data and sending notifications to our trades. PINS customer service team is incredibly responsive and has implemented specialized tools to save us time such as the easy-to-use Cloning Tool.

Project Engineer, CSM GROUP Mike Louwaert
FAQ

Have Questions?

Are emails sent automatically?

Yes.  With PINS, you can customize and personalize your automated emails. 

Does PINS have OCR?

Yes! We use machine learning enabled OCR to make the Certificate flow as quick and easy as possible. 

Does PINS check for compliance?

Yes.  PINS checks for submission compliance against the requirements. 

Does PINS integrate with other applications?

Yes.  PINS offers a suite of pre-built integrations with Sage 300 CRE, Vista by Viewpoint and Procore. We also offer a publicly available API for you to seamlessly integrate your data. 

 

Get Started with your personalized demo 
Speak to one of our experts