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About

A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data.

About

Our AI-powered platform arms you with the info you need to manage the best-fit subcontractors and suppliers. It’s the most advanced vendor risk management platform built specifically for heavy construction. Whether you’re looking for a vendor, or you’re a vendor yourself looking for referrals, our platform provides valuable information. View historical stats, read or leave reviews, & see their qualifications. We’ll alert you if there’s a change in the pre-qualification status of a vendor. Have your team weigh in, in real-time, on their vendors. We match vendors to your pre-qualification criteria so you know they’re an ideal fit. Our AI-powered software handles the document verification and submission grading, saving you tons of time. Vendor profiles put all your vendor information in one easy-to-find place, helping you stay organized as you manage a project or bid. Every outfit performs its best under certain conditions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations requiring a solution to manage their incoming certificates of insurance

Audience

Construction organizations requiring a tool to manage their trade partners and vendors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

RiskPartner
Founded: 2009
United States
www.riskpartner.com/products/certificates-of-insurance-management-solution

Company Information

Trestle
Founded: 2022
United States
www.gotrestle.com

Alternatives

Docutrax

Docutrax

Risk Toolbox Inc.

Alternatives

ONETEAM

ONETEAM

The Blue Book Network
Mandarin

Mandarin

BaySoft Software
SBS Vendor Management

SBS Vendor Management

Sunday Business Systems

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim RiskPartner and update features and information
Claim RiskPartner and update features and information
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Claim Trestle and update features and information