AI-Powered COI Tracking

COI Tracking Software built to reduce risk

Move from reactive Certificate of Insurance (COI) tracking to proactive risk management.

 

PINS automates insurance reviews and flags deficiencies before third parties begin work, helping your team reduce risk and lower annual premiums.

 

Want to see how the AI review works? Explore the AI Assistant.

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COI Compliance dashboard on laptop
Outcomes

What better compliance looks like

When vendors stay compliant, COI tracking becomes a way to reduce risk, recover time, and improve visibility.
  • 80%+
    compliance in first 60 days
  • 90% less
    time chasing COIs and reviewing
  • 5–15%
    reduction in premiums
Compare Approaches

Three ways teams manage COI tracking

Most teams start manual. Some eventually outsource. The strongest programs use automated, self-service software to keep control as volume grows.

Manual

Spreadsheets and inbox follow-ups, fine until volume rises.

Best for: Low COI volume and simple requirements

  • Late expiration discovery
  • Constant chasing and email threads
  • Low compliance visibility across org
Tradeoff:
Control:
Speed:
Transparency:
Recommended

PINS

In-house control, automated follow-up, faster compliance.

Best for: Teams that want automation while keeping control

  • Automated renewal outreach and reminders
  • Real-time compliance dashboard by project
  • OCR and AI-powered review
  • You retain control over final compliance decisions
Tradeoff:
Control:
Speed:
Transparency:

Full Service

Admin relief, but you trade speed and control.

Best for: Teams prioritizing admin relief over control

  • Decisions happen outside your team
  • Slow communication and approvals delay work
  • High cost but limited transparency
Tradeoff:
Control:
Speed:
Transparency:

How PINS Works

One Upload. Continuous Compliance.

Upload a contract once and PINS builds the compliance workflow. AI reads submissions against your requirements, flags gaps, and helps your team review faster. You stay in control of every approval.
Initial Setup

PINS sets requirements and sends requests

AI reads the contract, builds the insurance requirements, and automatically requests COIs and supporting documents from vendors and brokers.
Step 1

Vendor uploads documents

Vendors and brokers submit through a simple upload link. No login required.
Your team decides
Step 2

AI reviews. Your team approves.

PINS AI reviews each submission and flags gaps. Your team decides what happens next.
Step 3

PINS requests renewals

Automated reminders and follow-up requests keep compliance current. The cycle repeats at every renewal.

Testimonials

What customers say about PINS

See how teams use PINS to save time, improve visibility, and keep compliance under control.

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 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
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
Training has been simple, and the PINS team is pleasant and easy to work with.

The email automation tools help us keep up with a large volume of subcontractor communications, and the AI assistant helps us review insurance documents more efficiently.

Plus the support team is always quick to respond to technical issues and questions.
Judy Anderson
Office Manager, Kemp Bros
The PINS Team provided outstanding training, backed us with steady support and genuine attentiveness to detail in what we needed.

They made a noticeable difference in the overall success on moving forward with the PINS program.
Dina Ash
HR Administrator, South Orange County Wastewater Authority

FAQ

Questions teams ask before switching to PINS

Get clear answers on how PINS works, what your team controls, and how the platform fits into your existing process.

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.

Stop Reviewing.

Start Approving.

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Insured Profile Page showing insurance policies in compliant status-1