CertAdvisor

CertAdvisor® by Recordables is a certificate of insurance (COI) tracking solution designed to help organizations manage vendor and contractor insurance compliance efficiently. The platform automates the collection, verification, and monitoring of insurance certificates, ensuring businesses maintain compliance and reduce risk from uninsured or underinsured vendors. It can operate as a standalone certificate tracking tool or as part of Recordables’ broader Risk Management Information System (RMIS). The software uses optical character recognition (OCR), machine learning, and workflow automation to scan incoming certificates, extract relevant data, and populate records automatically. This significantly reduces manual data entry and improves accuracy compared with traditional certificate management processes. Built-in notifications alert users and vendors about expiring certificates, helping organizations avoid coverage gaps and compliance issues. CertAdvisor also includes reporting analytics, document storage, and customizable email notifications for approvals, expirations, and deficiencies. Risk managers can track multiple vendors, insurance types, and liability limits from a centralized dashboard. With automated workflows and compliance monitoring, CertAdvisor provides a practical solution for organizations seeking better visibility and control over vendor insurance documentation while minimizing administrative workload.