It’s a simple choice.
Track your insurance certificates with the most experienced provider and the industry cost-leader.

Experienced. Time-Tested. Trusted.

Request a Quote

Three simple ways to manage your certificates of insurance:
Insurance Tracking that is 100% USA based.


Professional certificate tracking services from the experts at CMS at discounted rates.


  • Purchasing
  • Finance
  • Risk
  • Property
  • Medical
  • Legal
  • Safety
  • Management

Learn More

Certs Made Simple
  • Faster, More Compliant, Minimize Risk
  • No Paper - COIs are Stored Online
  • Secure, Mobile-Ready Technology
  • Extensive Reporting

Learn More

Issue insurance certificates to your clients - electronically, no paper!

  • Large companies with thousands of requests
  • Organizations that have captives
  • Self-insured corporations
  • Companies with high insurance retentions

Learn More

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.

CMS for Insurance Agencies and Brokers

CMS seeks high-performing insurance agents and brokers for our team. By reselling CMS outsourcing services or software, you can earn commissions and grow your business.

  • Generate incremental revenue
  • Provide more value to your clients
  • Earn more commissions

Learn More

Quick Quote

Complete this form to receive a free phone consultation from a CMS expert.

Thank You for Considering CMS - Insurance Tracking

Since 2000, we've been helping companies with their certificates of insurance (COI). You can fully outsource your certificate tracking to CMS, or you can use our insurance certificate tracking software. We also have a popular option for insurance certificate issuance.

If you've tried tracking your certificates of insurance internally, you probably realize that it's not a simple process. As your company grows, you just don't have the manpower, computer systems or insurance expertise to manage your certificates effectively. You can trust CMS to manage the entire process of soliciting, validating and electronically storing your incoming certificates of insurance.

Our proprietary software—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.

We have nearly 20 years of COI tracking experience, giving us the ability to recognize and solve any problem relating to COI tracking or COI management.

COI Tracking Solution


825 S. Waukegan Rd. A8 #309
Lake Forest, IL 60045


Since 2000
Insurance Certificate Tracking Services and Software