COI Risk Score Assessment

How risky is your COI process?

Answer a few quick questions to see where compliance risk is building, how much strain your current process creates, and what to fix first.
  • Get an instant 0 to 100 risk score
  • See the biggest pressure point in your process
  • Walk away with a clearer next step

Takes about 2 minutes. No exact numbers needed.

2 minute assessment

See how exposed your current COI process may be

Volume Renewals Compliance Workflow

Answer a few quick questions to see where risk is building, how exposed your process may be today, and what to fix first.

COI Risk Score Evaluation

Your answers roll up into a single COI Risk Score from 0 to 100, showing where risk is building and what to address first.

 

Step 1
Answer 5 questions
 

Tell us how many COIs you track, when you find out about expirations, and how many records are actually in compliance.

Step 2
Get your COI Risk Score
 

Your answers turn into a 0 to 100 COI Risk Score and a risk tier that shows how much strain and exposure your current process creates.

Step 3
Review next steps
 

See where your process is working, where risk is building, and what to improve first.

Who this is for

Built for teams managing COIs at scale

Built for teams that manage COIs every day and need a clearer view of where risk is building.

  • You track hundreds or thousands of COIs
  • Renewals and audits sometimes turn into fire drills
  • You want a clearer view of where risk is building
2 min
Typical time to complete
200+
COIs is when it gets hard
50%+
Records out of compliance
COI Compliance dashboard on laptop

Next steps

Choose how you want to move forward

Use your COI Risk Score as a starting point, then decide whether to work through the findings internally or review them with our team.

Work through this with your team

Use your score and summary to identify where risk is building and decide what to improve first.

  • Share your COI Risk Score with your team
  • Tighten renewal timelines and compliance follow-up
  • Track progress as your process improves

Schedule a COI risk review

Review your score with our team and see where process changes or automation usually lower risk and save time.

  • Map your current COI process
  • Benchmark your score against similar teams
  • Identify the best opportunities to improve
Book Meeting

FAQ

COI Risk Score Assessment FAQs

Common questions about how the assessment works, what your score means, and what to do next.

How long does the COI Risk Score Assessment take?

Most teams complete the assessment in about 2 minutes.

Do I need exact numbers to take the assessment?
No. The assessment is designed to be directional, so you can complete it without pulling exact reports first.
What does my COI Risk Score measure?
Your score reflects how exposed your current COI process may be based on factors like volume, renewal visibility, compliance rates, and workflow strain.
What do I get after I complete the assessment?
You’ll see a COI Risk Score, a risk tier, and a short summary of where risk is building and what to address first.
Is this assessment only for current PINS customers?
No. The assessment is designed for any team that wants a clearer view of how risky or reactive their current COI process may be.
What should I do with my score?

Use it as a starting point. You can review it internally with your team or schedule a COI risk review to talk through what the results mean and where to improve first.

Stop Chasing.

Start Managing.

Take Assessment
Insured Profile Page showing insurance policies in compliant status-1