Save Time with COI Tracking Software and Email Templates

Email templates supercharge your workflow efficiency

Tracking Certificates of Insurance (COIs) manually can be a daunting task, requiring a significant amount of time and effort. However, with the help of insurance tracking software that offers templates, you can streamline and enhance your workflow. These templates not only save you time, but also contribute to maintaining a higher level of compliance. 

Many businesses still rely on manual processes to ensure compliance with insurance requirements, which can be time-consuming, error-prone, and increase the risk of non-compliance. To overcome these challenges, insurance software solutions like PINS offer a library of customizable templates. These templates are designed to meet the specific needs of different business. By using these templates, you can improve compliance rates and streamline this process.

Save time with email templates 

The use of templates significantly reduces the time it takes to draft insurance requirements emails. It's remarkable how how automating this process, can have a profound impact on a company of any size. Not only does it save time and money, but it can also increase profits across your organization.

Insurance requirements can vary, and it is the responsibility of the project teams to ensure they are met. A library of customizable templates provide specific language for the requirements you are requesting helping to ensure what is provided is accurate.

Cost-saving benefits

Moreover, insurance templates are not only a time-saving tool, but also a cost-saving one. You likely have numerous projects to manage simultaneously. Managing insurance documents can be a tedious and time-consuming task that takes away valuable time from your core responsibilities. Imagine if you had three projects ongoing, each requiring ten insurance documents that take an average of 30 minutes to complete. That would amount to 15 hours of paperwork, which is almost two full days of work!

Email templates also reduce the risk of errors, which can result in costly mistakes. By minimizing errors, you can reduce costs and increase revenue, contributing to the overall growth and success of your company.

Boost compliance rates 

The key to having a high compliance rate with your contractors and vendors starts with making it as easy as possible for them to provide what you need. With PINS vendors & agents can easily submit the certificates, thus ensuring that your organization is always in possession of the current document. If that COI doesn't meet the requirements 

This all sounds like common sense, right? Unfortunately, a lot of businesses still use Excel spreadsheets which are severely lacking in customizability and efficiency not to mention it exposes your business to big  risks.

Manual processes are time consuming, prone to errors and increase your risk of non-compliance.

Email automation can propel your business

Email templates offer these benefits:

• Increased focus on other critical aspects of your business.
• Streamlined compliance processes, making it easier for subs, vendors and agents to provide accurate insurance documents
• More efficient use of time, allowing you to allocate resources to core responsibilities and drive overall business growth.

PINS offers a library of fully customizable templates 

PINS offers a library of email templates to ensure your emails have specified requirements. Even better yet, PINS makes it a breeze to upload the documents with the help of the OCR (Optical Character Recognition) tool. This tool will scrape the data from the ACORD form and map it the the requirements making this process a breeze!

See how email automation with templates can optimize your workflow and drive your business forward.

Schedule a demo today and discover how PINS can help you reclaim valuable time every day.