Managing certificates of insurance (COIs) is a nightmare for many businesses. Tracking expiration dates, ensuring compliance, and manually entering data is time-consuming and error-prone. One missed renewal or incorrect entry can lead to compliance risks, legal penalties, or loss of coverage.
You’re not alone if you still use spreadsheets or outdated methods to track COIs. Many businesses struggle with the same inefficiencies, wasting valuable time on a process that could be automated. But there’s a better way—CertAdvisor®. Imagine the relief of freeing up your time from these manual tasks.
The Problem: Manual COI Management is Costing You More Than You Think
- Data Entry Errors – Manually inputting certificate details increases the risk of mistakes, which can lead to compliance issues and financial penalties.
- Missed Expirations – Expired certificates can go unnoticed without automated tracking, leaving your business vulnerable.
- Time-Consuming Follow-Ups – Chasing vendors for updated certificates takes time away from higher-priority tasks.
- Disorganized Storage – Searching through emails or paper files to find a certificate when you need it is inefficient and frustrating.
If any of these issues sound familiar, it’s time for a change.
The Solution: CertAdvisor® Automates and Simplifies COI Management
CertAdvisor® eliminates the headaches of COI management by leveraging machine learning and automation to streamline the entire process.
Smart Data Extraction with Machine Learning
Forget manual data entry. CertAdvisor’s® advanced technology automatically scans and extracts information from COIs, accurately filling in the necessary fields in your system. This not only reduces human error but also saves valuable time.
Automated Expiration Tracking & Reminders
No more chasing vendors for updates. CertAdvisor® sends automatic email reminders 30 and 60 days before expiration, ensuring compliance without the hassle of manual follow-ups.
Instant Notifications & Deficiency Alerts
If a certificate is about to expire or is missing key information, CertAdvisor® alerts the right people immediately, keeping your business protected and compliant.
Secure, Centralized Storage
With CertAdvisor®, you can access all COIs in one secure, cloud-based system. This makes document retrieval easy—no more searching through files or emails. This centralized storage provides a sense of reassurance and security.
Why Businesses Choose CertAdvisor®
✓ Save Time: Automate data entry, tracking, and reminders.
✓ Reduce Compliance Risks: Ensure accuracy and avoid fines.
✓ Improve Efficiency: Free your team from manual follow-ups.
✓ Stay Organized: All COIs are stored in one easy-to-access location.
✓ Gain Peace of Mind: Never miss an expiration date again.
Don’t Let COI Management Slow You Down
If you’re tired of the inefficiencies and risks of manual certificate tracking, it’s time to switch to CertAdvisor®.
Experience the power of automation and ensure compliance without the hassle.
Schedule a free demo today and see how CertAdvisor® can transform your COI management.
Paul Kofman, President of Recordables, has been providing software solutions in Risk Management, Claims Management, Disability Management, Safety, and Occupational for more than 30 years.