Our story

PINS started with a storage unit and a missing COI

PINS started with Marshall Rose, a licensed insurance agent supporting commercial contractors in California.

One day, a client needed proof of insurance from a subcontractor that had finished work years earlier. Marshall went with them to a storage unit and spent hours digging through box after box of paper, trying to find one specific COI.

Today it is email threads and shared folders instead of boxes, but the scramble is the same. Marshall believed there had to be a better way, so he started building one.

 

 

Marshall Rose Headshot

The rebuild

Katy rebuilt PINS so it could scale

In 2013, Katy Rose joined Marshall and helped rebuild the original version of PINS into a cloud application. The goal was simple: take something that solved a real problem for one client base and make it reliable, usable, and ready for a wider community.

That rebuild also set the tone for how PINS operates today. Listen closely, take the edge cases seriously, and turn messy, real-world COI situations into a process teams can actually run.

Katy now leads PINS as CEO, and customers can still reach a real person when it matters.

Katy Rose Headshot

How PINS got here

A few milestones that shaped the company

PINS started as a way to bring order to COI tracking for contractors. Over time, it grew into a cloud platform backed by long term customers and white glove support.

2000

Built for contractor COI fire drills

Marshall Rose built the first version of PINS to replace spreadsheets, email threads, and last minute scrambles.

2013

Cloud rebuild, broader rollout

Katy Rose rebuilt PINS as a cloud application and began expanding it to a wider customer community.

2022

PINS 2.0 platform rebuild

A major rebuild focused on speed, usability, and scale.

Today

Long term partnerships, white glove support

Early customers like the City of Glendora and LAX still use PINS today, backed by a team you can reach.

How we show up

A real team, built around long term partnerships

PINS is software, but the experience is people. We stay close to your process, help you set requirements the right way, and we are there when a project team needs an answer.

White glove onboarding

We help you structure requirements, map workflows, and get live fast without reinventing your process.

Fast, direct support

When something is urgent, you can reach a person who knows your setup and can help immediately.

Hands on partnership

As your program grows, we help you standardize, improve reporting, and keep compliance decisions consistent.

With PINS, you won't just be handed a login and left to figure it out.

What we believe

A few principles that guide how we build

We keep the software simple, and we keep the decisions human. The goal is not to create more process. It is to make COI work calmer, clearer, and easier to manage as volume grows.
Clarity beats chaos
Status, requirements, and exceptions stay in one place, so the story does not live in inbox threads.
Control stays with your team
Automation handles the follow up. You keep approvals, waivers, and edge cases in house.
Built for the long run
We design for real programs: renewals, audits, turnover, and the messy details that show up years later.

Stop Reviewing.

Start Approving.

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Insured Profile Page showing insurance policies in compliant status-1