COI tracking software built to reduce risk.

Move from reactive paperwork to proactive risk management.

PINS uses AI to automate insurance reviews and identify deficiencies before third parties begin work, helping you reduce annual premiums by 5% to 15%.

Start with the AI Assistant overview, or take the free Risk Assessment.

 

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COI Compliance dashboard on laptop

Benefits

Grouped Benefits for using PINS

When COI tracking is manual, compliance suffers.

Spreadsheets and inboxes turn COI tracking into a reactive workflow, issues surface late, and context gets lost.

""  Late discovery: Expired COIs show up when payment is on hold, not weeks earlier when you could fix it calmly.

""  No single view: Nobody can answer, in one click, who is compliant across active jobs and vendors.

"" Endorsement drag: Additional insured, primary and non contributory, ongoing and completed operations should not require re-reading the same forms.

 

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How PINS raises compliance and lowers risk.

PINS automates collection and review so your team can focus on decisions, not document chasing. You set the rules, PINS and the AI Assistant do the heavy lifting, compliance goes up.

4 Step Process to how PINS Works

Why teams choose PINS instead of full service

""You keep the relationship with vendors, emails can come from your domain

""You stay in control of approvals and exceptions, no outsourced middle layer

""Lower cost and less friction, software and AI handle the heavy lifting

""Easier vendor experience with simple drag and drop upload

 

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What this looks like in practice

When vendors stay compliant, COI tracking becomes a lever to reduce risk, not a scramble

COI compliance metrics and reporting view

Who PINS is built for

PINS is a strong fit once COI volume outgrows spreadsheets and manual follow-up.
 
Industries PINS works for. General Contractors, airports, property management, and insurance agencies
TESTIMONIALS

Happy Customers

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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!

 

Cyndia Ryan

Risk Manager, C.W. Driver

 

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PINS creates transparency, everyone is on the same page with compliance items. What used to take 3 people is now done by 1 person. Which freed them up to take on other key initiatives like safety compliance and SDI programs.

 

Kendall Thornley

Sr Risk Specialist, Morley Builders

 

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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.

 

Mike Louwaert

Project Engineer, CSM Group

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FAQ

Check out the most common questions

What does PINS do?

PINS is COI tracking software that automates certificate collection, reminders, and compliance review. Your team stays in control of approvals, exceptions, and waiver decisions.

How does the AI insurance review work?

You set your insurance requirements. PINS AI reviews COIs and supporting documents, flags gaps, and helps your team confirm key items like limits, additional insured, and primary and non contributory.

Can we keep control over approvals and exceptions?

Yes. PINS is self service. You decide what gets approved, what needs changes, and what gets waived. PINS keeps the decision history for renewals and audits.

 

How do third parties submit certificates?

Subcontractors, vendors and brokers upload through a simple link. PINS tracks expiration dates automatically and sends reminders before expiration, so compliance stays current without constant follow-up.

How fast can we get started?

You can be live within a week. We handle the heavy lifting, setting up requirements and workflows based on industry best practices, then your team reviews and approves everything before requests and reminders start.