Expired Certs
Quickly identify & take action on expired Certificates of Insurance. Batch actions allow for group emailing with Email Templates that make renewals simple.
Non-Compliant Certs
Automatically take action to increase your team's performance, including communicating with Vendors & Agents, avoiding costly errors.
Pending Review
Stay on track of submitted policies with our Pending Review status, allowing you to focus on business-critical decisions.
Delinquent Certs
Create custom workflows based on Certificate status, and easily allow your team to stay informed and take action to raise compliance rates.
Advanced Filters
Filter your data by Insured, Project, Policy, Requirement, and more. Sort your data by fields including ID, Status, Email and Coverage.
Quick Search
Swiftly and accurately finding a needle in a haystack requires advanced search functionality that is built into all PINS plans.
Batch Emailing
Communicating with teams requires standardization and templates in order to automate emails with Vendors & Contractors.
Export to Excel
Slice & dice your data however you wish with our Export feature. This includes key data such as Insureds, policy types and limits.
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Instant Analytics
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Standardize Reporting
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Monitor Progress
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Take Batch Actions
Analytics & reporting for managing Certificates of Insurance
Analytics help you understand your progress and identify process problems that need to be fixed. Reporting helps you monitor changes to your data over time as well as provide a snapshot of what's happening right now. Analytics & reporting are critical to managing Certificates of Insurance (COIs) for sub-contractors and vendors, in order to maintain a high compliance rate across projects. These reports will help you understand how many certificates have been requested and collected, when they expire (or should have expired), who has them active at any given moment—as well as providing an easy way for staff members on different teams (like Risk Management or Procurement) to quickly access this information when needed through dashboards or customized reports.
Next-level COI management tools
When managing Contractors and Vendors, it's impressive to maintain high compliance across projects. PINS empowers you with COI management tools & automation tools, including analytics & reporting, that can be easily integrated into your existing workflows.
Reduce your risk of non-compliance
PINS reduces the cost of managing certificates. The ease of using the platform allows you to quickly and easily monitor all Contractors' compliance with their insurance documents, while also marking them as compliant when they have been updated. This means that you can spend less time on paperwork and more time focusing on core business activities.
Bulk actions save time & headaches
Bulk email software is one of the most effective ways of ensuring high compliance levels in the construction industry. It allows you to send emails to multiple people at once, saving you the time and effort that would have been spent on sending individual emails. Additionally, with bulk email software, you can monitor the status of your emails without wasting time manually tracking.