Customization
Create custom Insurance Requirements as Templates that can be applied across groups, or Projects, saving time and increasing compliance.
Star your Favorites
Having quick access to your favorite policies & documents makes building Templates fast and easy.
Share with your Org
Standardize workflows across your organization with sharable Insurance Templates. Through advanced permissions, your team can view and edit Templates.
Search & Filter
Searching and Filtering allows for quick access to Insurance Policies, Documents, and Language. This means you can work faster, with more confidence.
Make Required
Make specific policies & documents required -- so that Certificate submissions are compliant from the start.
Apply to Insureds
Templates can be applied to unique Insureds, such as a Contractor or a Vendor, so that requirements are clear.
Apply to Projects
Templates can be applied on a Project level -- meaning that any vendor assigned to a Project can inherit the Project Insurance Requirements.
Collaborate
Save Drafts and collaborate with your team in order to deliver Templates that can scale and get adopted across your organization.
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Policy Types
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Documents Included
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Custom Language
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Save Drafts
Use our Library of Policy Types, or Create your own
With PINS, you can access a library of Policy types, and build your own custom types. These policies can be accessed by your team to be used on future contractors and vendors needing a Certificate of Insurance (COI) or proof of insurance. This saves valuable time by eliminating repetitive data entry tasks that take your attention away from more important details.
Specify which Documents are required from the Insureds
Our Document Library includes all of the items required to engage a vendor or contractor - right out of the box. Save time and standardize your workflow with PINS library of industry standard Documents including ACORD Forms, Additional Insured Endorsements and Waivers.
Create custom language for each of your Insurance requirement Templates
This will help you in defining & managing your risks by including custom language for each Template based on the type of project, department, or vendor. You’ll be able to assess Templates across your organization, increasing efficiency and standardization.
Life is full of interruptions
Saving drafts allows you to consider every aspect of your Templates. That means being able to save and come back later in order to ensure that you have not forgotten anything. Or, you may have a project that starts in a few months - so you want to save as a Draft only, in order to complete the Template, but keep it in an unpublished state until the Project starts. In any case, saving drafts is a critical workflow for teams & managers alike.