Insurance Tracking Software Features

Certs Made Simple was developed in conjunction with risk management, purchasing and technology professionals. The ease and cost efficiencies that can be realized through technology and outsourcing are substantial.

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Certs Made Simple

Certs Made Simple helps you efficiently track and monitor your certificates of insurance (COIs).

Certificate Management

  • E-Mail - dedicated email account just for your account
  • Fax - dedicated fax number just for your account
  • Web Portal - multiple logins available with the ability to give different privilege roles to different logins
  • Certificate of Insurance tracking templates

Certificate Reporting

  • Default Reports - All Certificates, Certificates By Insurer, Certificates By Requirement, Expiring Certificates, Expired Certificates, Letter of Activity, Trend Analysis
  • Custom Reports Builder - Able to report on multiple data elements directly from your account's database
  • Scheduled Reports (E-Mail & Fax) - Reports when, where, and how you need them
  • Export - PDF, CSV, TXT, etc. - Ability to get the data from the reports in a format that will work with the rest of your current systems.

Data Security and Business Continuity

  • Our data centers are SSAE 16 and SOC 1 Type II compliant. All of our systems are protected by industry leading firewalls and IPS (Intrusion Prevention System)
  • Our hosting infrastructure follows best industry standards and is designed to ensure that there is no single point of failure
  • Partnerships with key industry leaders - HP, EMC2, Cisco, Microsoft and Windstream

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All Certificates By Named Insured


Requirement Set Detail
Faster, More Compliant
Minimize risk with time-tested systems.
Mobile-Ready Login
Access COIs and reports from anywhere.
Save Money - Reduce Costs
We are the industry cost-leader.
Cloud-Based Service
Cutting-edge technology and support.
Extensive Reporting
Report templates based on your requirements.
More Efficient
Automate and improve the tracking process.