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Simplify, Secure, and Streamline Insurance
Organize and maintain all insurance-related information and tasks in one up-to-date and easy-to-access location.
For local government and municipalities, utilities and public works, education, and more, PlanetBids empowers hundreds of organizations across the U.S. to save time and stay on budget with their procurement processes.
Built by and for procurement professionals where you can:
Automate, maintain, and retrieve up-to-date, relevant insurance information.
Used by risk managers, procurement, public works, and contract administrators.
Easily edit insurance certificates by agency or vendor, including broker and agent details.
Perfect for departmental or organization-wide deployment.
Automate, maintain, and retrieve up-to-date, relevant insurance information.
Used by risk managers, procurement, public works, and contract administrators.
Easily edit insurance certificates by agency or vendor, including broker and agent details.
Perfect for departmental or organization-wide deployment.
Easily catalog your past contractors, vendors, and subcontractors for quick reference.
Reduce time spent researching and collecting information.
Upload ACORD certificates in PDF, and view existing and past ACORD certificates for history.
Generate reports by vendor name, insurance type, status, certificate date, administrator, and more.
Easily catalog your past contractors, vendors, and subcontractors for quick reference.
Reduce time spent researching and collecting information.
Upload ACORD certificates in PDF, and view existing and past ACORD certificates for history.
Generate reports by vendor name, insurance type, status, certificate date, administrator, and more.
Retrieve up-to-date information and get notified of any issues in real time to stay within regulations.
Automate notification settings of expiring certifications.
Send custom email notifications to vendors and contractors.
Add My Insurance to request insurance information from vendors.
Retrieve up-to-date information and get notified of any issues in real time to stay within regulations.
Automate notification settings of expiring certifications.
Send custom email notifications to vendors and contractors.
Add My Insurance to request insurance information from vendors.
Automate, maintain, and retrieve up-to-date and relevant information regarding vendor or contractor insurance certificates.
Conduct all insurance-related tasks within the PB System™ (when paired with My Insurance)
Add/edit insurance certificates by either agency or vendor
Maintain broker, agent, and insurance details
Upload ACORD certificates in PDF
View existing and past ACORD certificates for history
Integrate with AM Best
Automate notification settings
Send custom email notifications
CASE STUDIES
See how PlanetBids has made a tangible impact on companies' procurement processes. Read more about our clients' transformations.
