About CertFocus
A SaaS platform for tracking and managing certificates of insurance (COI) to ensure vendor and subcontractor compliance. It automates the collection, validation, and renewal process, providing reporting and alerts to reduce organizational risk.
CertFocus is a SaaS solution for managing and tracking certificates of insurance (COI) to ensure vendor and subcontractor compliance. The platform is designed for risk managers, CFOs, and purchasing managers across industries like construction, real estate, and retail. Its core functionality revolves around automating the collection, validation, and management of COIs and related documents. Key features include a centralized dashboard for monitoring all activities, automated notifications for certificate status, a secure image vault for document storage, and a cross-reference engine to check documents against compliance requirements. The system also integrates AM Best ratings to monitor insurance carrier stability. CertFocus offers both self-service and full-service models, with all operations based in the United States. Pricing is not publicly available, and users must schedule a demo to get details. The company emphasizes its high compliance and customer retention rates.
Pros & Cons
- Automates the collection, validation, and management of certificates of insurance, reducing manual workload.
- Provides a centralized dashboard for a clear overview of compliance status and activities.
- Features automated alerts and notifications to keep all parties informed of certificate status.
- Integrates with AM Best to monitor insurance carrier ratings for enhanced risk management.
- Offers both self-service software and full-service outsourcing options.
- Pricing information is not publicly available on the website; a demo must be scheduled.
- The website does not list any specific third-party software integrations.
- No free trial or free tier is mentioned on the official website.
Features
Key features
Provides a single view of all certificate of insurance activities, statuses, and alerts.
Automatically sends emails to insured parties regarding certificate receipt, acceptance, rejection, and reasons for rejection.
Securely stores all scanned COIs, contracts, and other related document images for easy retrieval, viewing, and printing.
Allows users to retrieve certificates and documents using a variety of criteria.
Generates reports in PDF format that are exportable to Excel, with options for custom reports based on user requirements.
Provides AM Best data feeds to monitor the ratings of insurance carriers and enforce compliance based on minimum rating requirements.
Checks all COIs against the original insurance requirements and highlights any discrepancies for review.
Additional features
Allows for the creation and removal of users and the setup of a hierarchy for document access by location, division, or project.
Enables users to share updates, comments, notes, and messages related to pending certificates within the system.
Stores an unlimited number of insurance requirement sets for requesting certificates from insureds.
Automatically sends confirmations to users and the insured party when a certificate of insurance has been received.
Pricing
Countries & Languages
Interface languages
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About CertFocus
A SaaS platform for tracking and managing certificates of insurance (COI) to ensure vendor and subcontractor compliance. It automates the collection, validation, and renewal process, providing reporting and alerts to reduce organizational risk.
CertFocus Details
CertFocus's In-App Market Place
Does CertFocus have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Pros & Cons
- Automates the collection, validation, and management of certificates of insurance, reducing manual workload.
- Provides a centralized dashboard for a clear overview of compliance status and activities.
- Features automated alerts and notifications to keep all parties informed of certificate status.
- Integrates with AM Best to monitor insurance carrier ratings for enhanced risk management.
- Offers both self-service software and full-service outsourcing options.
- Pricing information is not publicly available on the website; a demo must be scheduled.
- The website does not list any specific third-party software integrations.
- No free trial or free tier is mentioned on the official website.
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