COI Tracking Software

COI Tracking Software That Keeps Compliance Current

PINS automates certificate collection, renewal follow-up, and compliance review. See how it works for your team in a 20-minute demo.
  • Automated COI requests and renewal follow-up
  • AI-assisted review of COIs and endorsements
  • Real-time compliance visibility across all projects

Book a 20-minute Demo

 

We'll walk through PINS, assess what is and isn’t working in your current process, and share pricing based on your volume.

See Availability
No prep required

What to Expect

What happens in a 20-minute PINS demo

No sales pressure. No lengthy setup. Just an honest look at whether PINS is the right fit for your team.
1

Your process first

We start by understanding how your team currently manages COI tracking: what's working, what isn't, and where the gaps are. If PINS isn't the right fit for your situation, we'll say so upfront.
2

See the relevant parts of PINS

We show you the one or two areas of the software most relevant to your workflow, whether that's the AI review, renewal automation, compliance dashboard, or how vendors submit documents.
3

Pricing and next steps

We cover pricing based on your volume and answer any questions. If it makes sense to keep talking, we'll discuss who to loop in next. No pressure either way.
Outcomes

What better compliance looks like

These aren't projections. They're what compliance teams report after replacing manual COI tracking with PINS
  • 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 control and automation

  • 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:
Book a Demo

Full Service

Admin relief, but you trade speed and control.

Best for: Teams prioritizing admin relief

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

How PINS keeps compliance moving

PINS gives your team a repeatable COI tracking workflow. Here's what the process looks like end to end.

Step 1

Collect insurance documents

Request COIs and supporting documents from vendors and brokers through a structured submission process tied to the right vendor, contract, and job.

Step 2

Review against your requirements

PINS checks submitted documents against your insurance requirements and helps your team identify missing coverage, limits, and required language faster.

Step 3

Review issues and take action

Approve, reject, request changes, or document exceptions while keeping a clear record of notes, waivers, and prior decisions.

Step 4

Stay ahead of renewals

Track expiration dates and automate renewal reminders so your team stays proactive instead of scrambling at the last minute.

Testimonials

What teams say after using PINS

From the first demo to day-to-day use, here's what customers report.
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
PINS has been exactly the solution we needed for insurance verification and compliance tracking. After trying two other systems that did not meet our needs, we felt like we were without a workable solution until we found PINS. PINS is reliable, efficient, and user-friendly. It has saved us valuable time, improved our workflow, and given us confidence that we finally have the right tool in place. The customer service has also been excellent: responsive, helpful, and committed to supporting our needs.
Brittany Smith
Director of Contracts and Risk Management, Twin Rivers Unified School District
Training has been simple and their people are pleasant and easy to work with. The support team has been quick to respond to technical issues and questions.
Lisa Rosecrans
Administrative Assistant, Kemp Bros Construction

FAQ

Common questions before booking a demo

What to expect, who it's for, and how PINS works.
What happens in the demo?

We spend the first part understanding your current process and what is and isn't working. Then we walk through the parts of PINS most relevant to your situation. We'll also cover pricing based on your volume. If PINS isn't the right fit, we'll say so.

Do I need to prep anything before the demo?

No prep required. It helps to know roughly how many vendors or subcontractors you track COIs for, but even that isn't required. We'll figure out what matters during the call.

How long is the demo?

20 minutes. Enough time to see how PINS works and decide if it's worth exploring further.

Who should attend the demo?

Whoever manages COI tracking day to day: risk managers, compliance coordinators, operations leads, or AP teams. If your team involves someone who approves exceptions or handles vendor payments, they're a good addition.

Is PINS a fit for our organization?

PINS works best for teams managing ongoing COI compliance across multiple vendors or subcontractors. If your volume has outgrown spreadsheets and manual follow-up, it's likely a strong fit. If you're tracking a handful of vendors with simple requirements, it may be more than you need, and we'll tell you that on the call.

How does PINS compare to outsourced COI management?

Outsourced COI management takes the work off your plate but slows down decisions and reduces visibility. PINS keeps compliance in-house with automation handling the repetitive work (collection, renewals, review flagging) while your team retains control over every approval and exception.

What does implementation look like?

Most customers are fully onboarded within 60 to 90 days depending on scope. You get a dedicated implementation representative and weekly office hours during onboarding. That same person stays available to you after launch.

How is pricing structured?
Pricing is based on the volume of records you need to track. We'll share specific pricing on the demo call based on your actual usage.