How risky is your COI Process?

Take a 2-minute COI and vendor risk assessment to get your Risk Score, see your real exposure on compliance and renewals, and leave with clear next steps.

Want to skip the assessment and jump right in? Explore our COI Tracking Software

 

 

Trusted by contractors and public agencies managing thousands of COIs

COI Risk Score Evaluation

Your answers on volume, renewals, and vendor compliance roll up into a single COI Risk Score from 0 to 100.

 

Step 1

Answer a few focused questions

Tell us how many COIs you track, when you find out about expirations, and how many vendors are actually in compliance.

Step 2

Get your COI Risk Score

Your answers turn into a 0 to 100 COI Risk Score and a risk tier that shows how exposed your COI and vendor risk process is.

Step 3

Review next steps

See a short summary of where you are strong, where risk is building up, and what to do first.

Who this is for

Built for teams managing COI and vendor risk at scale

This COI and vendor risk assessment is designed for organizations that live with COIs every day, not one off requests.

  • You track hundreds or thousands of COIs per year
  • You manage subcontractor or vendor insurance compliance and vendor risk
  • COI renewals and audits sometimes turn into fire drills
  • You want a clearer picture of where your COI and vendor risk process is strong and where it is exposed
2 minutes: Typical time to complete the COI and vendor risk assessment
200+ COIs: Where manual COI and vendor risk tracking usually starts to break
>50% : Typical share of vendors that are out of compliance at some point during the year
macbook compliance

Next steps to lower your COI and vendor risk

Use your COI Risk Score as a starting point, then choose how you want to move forward on COI and vendor risk.

Work through this with your team

  • Share your COI Risk Score and tier in your next risk or project meeting
  • Use the summary to tighten your renewal timelines and vendor compliance checks
  • Track changes over time as you improve your COI and vendor risk process

Schedule a 20 minute COI risk review 

  • Map your current COI volume, vendor risk, and process
  • Benchmark your score against similar teams
  • See where automation usually lowers risk and saves time

    Main CTA-5

 

Happy Customers 

Quote mark

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 

Quote mark

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 notifations 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 

 

Quote mark

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 on other key initiatives like safety compliance and SDI programs.

Kendall Thronley

Sr Risk Specialist, Morley Builders

 

PINS AI Assistant logo with blue and purple gradient.

Enhancing Productivity, Reducing Errors, and Empowering Businesses

Frame 1385  Automatically review COIs and Endorsements 

Frame 1385  Deliver real-time compliance review

Frame 1385  Streamline communication with your insureds

FAQ

Need clarification?

How long does the COI and vendor risk assessment take?

Most people finish in about two minutes. There are only a few questions and your best estimate is fine.

Do I need exact numbers for a useful COI and vendor risk score?

No. The assessment uses ranges, such as COIs per year or vendor compliance percentage. Close is good enough to surface your true level of COI and vendor risk.

Will my COI Risk Score or answers be shared with anyone?

No. Your score and answers are private. We use them only to calculate your COI Risk Score and, if you choose, to follow up with recommendations.

Do I need to be a PINS customer to use this COI and vendor risk assessment?

No. The COI and vendor risk assessment is free and available whether or not you use PINS today. If you want to see how software can reduce your COI and vendor risk, you can explore our COI tracking software homepage here whenever you are ready.

 

What should I do after I get my COI Risk Score?

Start by sharing your score and summary with your team so you align on the biggest gaps. From there, many teams use our free COI and vendor risk tracking guide to tune their process, or they review our COI tracking software homepage here to see if automation makes sense for their vendor risk.

Get Started with your personalized demo 
Request a demo and learn how PINS can help you automate your insurance tracking process.