Manual
Track COIs in spreadsheets, email, and calendar reminders, with too much room for renewals, exceptions, and follow-up to slip.
Pricing
A better way to manage it
Track COIs in spreadsheets, email, and calendar reminders, with too much room for renewals, exceptions, and follow-up to slip.
Centralize COI tracking, keep visibility in-house, and stay ahead of renewals with a workflow that is easier to manage as volume grows.
Reduce internal lift, but accept less visibility into follow-up, exceptions, and the day-to-day details behind compliance decisions.
Testimonials
Frequently Asked Questions
Pricing and implementation FAQs
PINS pricing is based primarily on annual COI volume, so teams can choose a level that fits their workflow and the number of records they manage each year.
COI volume reflects the number of active records your team has at any one time. If you are not sure which volume range fits, we can help estimate the right level based on your current process.
PINS includes the core workflow teams need to collect, review, track, and stay ahead of renewals in one system. Pricing discussions can also cover implementation, workflow fit, and any optional add-ons relevant to your team.
Implementation timing depends on your process, volume, and how much historical data needs to be brought over. During pricing conversations, we can outline what rollout would look like for your team.
For many teams, yes. Manual tracking may look less expensive at first, but it usually creates more internal work, less visibility, and more room for renewals and exceptions to slip. PINS gives teams a more structured way to manage volume without outsourcing control.
Full-service approaches can reduce internal lift, but they often come with less day-to-day visibility into follow-up, exceptions, and compliance decisions. PINS gives teams a way to centralize the workflow while keeping visibility and control in-house.
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