Skip to content
Book a Demo

Every Certificate Verified. Every Insured Compliant.

Set your insurance requirements once. COIClerk continuously verifies every certificate, tracks compliance, and automatically keeps everyone accountable.

Request a demo
Frame 229080

Set Your Requirements Once. Let us Handle the Rest.

Set Your Requirements

Define the insurance standards every insured must meet.

Collect & Verify

Automatically collect, review, and validate every COI. 

Track & Notify

Continuously monitor compliance and automatically notify the right stakeholders before issues become risks.

Know Exactly Where Every Insured Stands

Certificates that meet your requirements are approved instantly and monitored continuously.

When something falls out of compliance, COIClerk automatically notifies the appropriate parties and requests updated documentation directly from the broker, the insured, or both.

That means faster responses, clear accountability, and continuous compliance—without manual follow-up.

Less Manual Follow-Up. More Control Over Compliance.

Complete Audit Trail

Maintain a clear record of every certificate, review, and compliance status change.

Faster Responses

Send requests directly to brokers and insureds for faster turnaround and clearer accountability.

Never Miss an Issue

Stay ahead of expirations, cancellations, and coverage deficiencies.

Real-Time Visibility

See which insureds are compliant, expiring, missing documentation, or out of compliance.

Automatic Renewal Reminders

Notify the appropriate parties well before policies expire.

Built to Scale

Manage dozens or thousands of insureds without increasing your administrative workload.

Ready to simplify COI compliance?

Let's Talk