COI Tracking Software

Automated COI tracking with AI-assisted review

Set your requirements once. PINS collects documents, flags gaps, and keeps renewals current, while your team controls approvals, waivers, and exceptions.
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Core Features

One system for COI collection, review, tracking, and renewals

Automated COI collection icon

Automated COI collection

Request COIs and supporting documents from vendors and brokers through a simple submission process that reduces manual chasing and back-and-forth.

AI-powered COI and endorsement review

PINS AI reads COIs and supporting documents, answers key coverage questions, and helps your team identify deficiencies faster.

Contract-specific insurance requirements

Set insurance requirements that match the actual job, contract, owner, or vendor relationship, including multiple requirement sets for the same vendor when needed.

Compliance tracking and deficiency management

Track missing coverage, expiring policies, and non-compliant submissions in one place so your team can act before issues delay work or create exposure.

Automated renewals and reminders

PINS sends renewal requests and reminder emails automatically, helping your team stay ahead of expirations without constant follow-up. Emails can also be sent from your company’s domain, so requests feel familiar and trusted to vendors and brokers.

More ways PINS fits your process

Approval and exception history icon

Approval, waiver, and exception history

Keep a clear record of approvals, waivers, notes, and prior decisions so renewals and audits do not require starting over.

Audit-ready records and reporting

Centralize communication history, compliance records, and reporting so your team can quickly prove status when owners, legal teams, or auditors ask.

Easy submission for vendors and brokers

Make it easier for third parties to upload COIs and supporting documents, helping reduce friction at the front end of the process.

How PINS Works

One Upload. Continuous Compliance.

Upload a contract once and PINS builds the compliance workflow. AI reads submissions against your requirements, flags gaps, and helps your team review faster. You stay in control of every approval.
Initial Setup

PINS sets requirements and sends requests

AI reads the contract, builds the insurance requirements, and automatically requests COIs and supporting documents from vendors and brokers.
Step 1

Vendor uploads documents

Vendors and brokers submit through a simple upload link. No login required.
Your team decides
Step 2

AI reviews. Your team approves.

PINS AI reviews each submission and flags gaps. Your team decides what happens next.
Step 3

PINS requests renewals

Automated reminders and follow-up requests keep compliance current. The cycle repeats at every renewal.
AI Assistant

AI review, built into your COI workflow

PINS AI helps your team review COIs and endorsements faster, without turning compliance into a black box.
Set your requirements once. PINS AI reads each submission, answers coverage questions, and flags what needs attention. Your team controls the final decision, our AI Assistant removes the hours spent digging through documents to find it.
  • Reads COIs, endorsements, and supporting documents
  • Flags missing coverage, limits, and required language
  • Answers coverage questions with evidence and page references
  • Applies your review logic consistently across every submission
  • Call out issues that need human attention
  • Keeps your team in control of every approval decision

Why teams choose PINS

Keep control without the manual effort

Most teams end up choosing between doing everything themselves or handing off visibility to someone else. PINS gives you a third option.

Manual

You track COIs in a spreadsheet, the process is reactive, time-intensive, and hard to scale.

PINS

Your team stays in control while COI collection, review, renewals, and compliance tracking are automated in one system.

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Full Service

You outsource COI review, but often lose speed, context, day-to-day visibility, and you’re always pulled back in to make exceptions.

Integrations

Integrates with systems you already use

PINS works alongside the platforms your team already relies on, helping you improve insurance compliance without forcing a full process reset.

Give project teams visibility into insurance status while keeping compliance tracking centralized in PINS.
API
Connect PINS to your internal systems and workflows when you need more flexibility across platforms.
Support accounting and operational workflows with clearer compliance tracking tied to vendor records.

Testimonials

What customers say about PINS

See how teams use PINS to save time, improve visibility, and stay in control of compliance.

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 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
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
Training has been simple, and the PINS team is pleasant and easy to work with.

The email automation tools help us keep up with a large volume of subcontractor communications, and the AI assistant helps us review insurance documents more efficiently.

Plus the support team is always quick to respond to technical issues and questions.
Judy Anderson
Office Manager, Kemp Bros

FAQ

Questions teams ask before switching to PINS

Get clear answers on how PINS works, what your team controls, and how the platform fits into your existing process.

What does PINS automate?
PINS automates certificate collection, renewal reminders, compliance tracking, and insurance review workflows. Your team gets a single place to manage vendor compliance without relying on spreadsheets, scattered emails, or manual follow-up.
Does our team still control approvals and exceptions?
Yes. PINS helps automate the work, but your team stays in control of approvals, exceptions, and waiver decisions. That means you can move faster without giving up visibility or decision-making authority.
How does the AI insurance review work?
PINS AI reviews certificates and supporting insurance documents against your requirements, then helps your team identify whether key items meet the standard. It is designed to speed up review while keeping your team in control of the final decision.
Can PINS work with Procore, Vista, or our internal systems?
Yes. PINS is built to work alongside the systems your team already uses. That includes platforms like Procore and Vista, as well as internal workflows through API connections when more flexibility is needed.
How do vendors, subcontractors, or brokers submit insurance?
Third parties can submit insurance through a simple online process designed to reduce back-and-forth. This makes it easier to collect compliant documents while keeping all communication and tracking centralized in PINS.
How long does it take to get started?
Getting started is typically straightforward. PINS is designed to help teams improve compliance without forcing a full process reset, so implementation focuses on getting your requirements, workflows, and records set up efficiently.

Stop Reviewing.

Start Approving.

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Insured Profile Page showing insurance policies in compliant status-1