The Insurance Certificate Management module enables risk managers, procurement, public works, and contract administrators to automate, maintain and retrieve up-to-date relevant information regarding vendors or contractors insurance certificates. The Insurance Certificate Management module can be deployed with the Vendor and Bid Management modules of the PB System™ or as a standalone module to designated users, departmentally or across an entire organization.
- Add/edit insurance certificates
- Broker/Agent and insurance administration
- Upload ACORD certificates in PDF
- View existing and past ACORD certificates for history
- Run reports (e.g. vendor name, insurance type, status, certificate dates, notes, contract title, contract administrator, project names)
- Integrated with AM Best
- Automated notification settings
- Custom email notifications
- Flexible and configurable
Lower your organization’s risk, automate the process and ensure the most updated insurance coverages required!