Insurance Certificate Management

insuranceManagementThe 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.

Key Features

  • 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!