Vendor Insurance Compliance

Vendor Insurance Compliance Software

Keep vendors and subcontractors compliant without constant follow-up. Automate COI collection and renewals, track compliance by project, and keep approvals in-house.
  • Automated requests and renewals
  • AI review of COIs and endorsements
  • Track COI status by vendor and project
  • Vendor-friendly upload experience

Book a 20-minute Demo

 

We'll walk through PINS, assess what is and isn’t working in your current process, and share pricing based on your volume.

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No prep required
Outcomes

What better compliance looks like

When vendors stay compliant, COI tracking becomes a way to reduce risk, recover time, and improve visibility.
  • 80%+
    compliance in first 60 days
  • 90% less
    time chasing COIs and reviewing
  • 5-15%
    reduction in premiums
Compliance Workflow

How PINS keeps compliance moving

PINS gives your team a repeatable insurance compliance workflow, from initial collection through renewal.

Step 1

Collect insurance documents

Request COIs and supporting documents from vendors and brokers through a structured submission process tied to the right vendor, contract, and job.

Step 2

Review against your requirements

PINS checks submitted documents against your insurance requirements and helps your team identify missing coverage, limits, and required language faster.

Step 3

Review issues and take action

Approve, reject, request changes, or document exceptions while keeping a clear record of notes, waivers, and prior decisions.

Step 4

Stay ahead of renewals

Track expiration dates and automate renewal reminders so your team stays proactive instead of scrambling at the last minute.

Built For

Teams that need control without manual follow-up

PINS is a strong fit once COI volume outgrows spreadsheets and manual follow-ups.

General Contractors

Subcontractor-heavy projects with hundreds or thousands of COIs per year.

Public Agencies and Airports

Strict requirements, complex vendor networks, need clear reporting.

Property and Portfolio Owners

Multi-site operations with recurring vendors and uneven compliance.

Insurance Agencies

Offer COI tracking as a service without building a large back office.

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
PINS has been a game changer for our insurance tracking! PINS has saved CSM Group a tremendous amount of time when it comes to entering data and sending notifications to our trades. PINS customer service team is incredibly responsive and has implemented specialized tools to save us time, such as the easy-to-use Cloning Tool.
Mike Louwaert
Project Engineer, CSM Group

FAQ

Common questions about PINS

What does PINS automate?

PINS automates COI collection, renewal follow-up, compliance tracking, and much of the review workflow around third-party insurance documents. Your team gets a structured system for collecting documents, checking them against requirements, tracking deficiencies, and keeping coverage current over time.

Can our team keep control over approvals and exceptions?

Yes. PINS helps your team move faster, but you stay in control of approvals, rejections, exceptions, and waiver decisions. The software is designed to support your process, not replace your judgment.

How does the insurance review process work?

PINS checks submitted COIs and supporting documents against your insurance requirements so your team can identify missing coverage, limits, and required language faster. It helps standardize review and reduce manual work, while keeping decision-making in your hands.

Who submits the insurance documents?

Vendors and brokers can submit documents through a structured process in PINS. That makes it easier to collect the right COIs, endorsements, and supporting documents and tie them to the correct vendor, contract, and job.

Can PINS help us stay ahead of renewals?

Yes. PINS tracks expiration dates and automates renewal reminders so your team can stay proactive instead of chasing updated documents at the last minute.

Is PINS a fit for high-volume compliance workflows?

Yes. PINS is built for teams managing ongoing vendor and subcontractor insurance compliance across many records, projects, and renewal cycles. It helps standardize follow-up, improve visibility, and reduce time spent on manual tracking.

How is pricing determined?

Pricing is based on the volume of records you need to track. In a demo, we can walk through your process and share pricing based on your expected usage.