Insurance Certificate Management

Simplify, Secure, and Streamline Insurance

Organize and maintain all insurance-related information and tasks in one up-to-date and easy-to-access location.

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insurance-certificate-management-header

Used by 550+ agencies today

Allow Multiple Users

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.

Allow Multiple Users

allow-multiple-users

allow-multiple-users

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.

Streamline Auditing

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.

Streamline Auditing

streamline-auditing

streamline-auditing

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.

Maintain Compliance

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.

Maintain Compliance

maintain compliance

maintain compliance

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.

Key Features

Key-Feature

Automate, maintain, and retrieve up-to-date and relevant information regarding vendor or contractor insurance certificates.

Key-Feature

Conduct all insurance-related tasks within the PB System™ (when paired with My Insurance)

Key-Feature

Add/edit insurance certificates by either agency or vendor

Key-Feature

Maintain broker, agent, and insurance details

Key-Feature

Upload ACORD certificates in PDF

Key-Feature

View existing and past ACORD certificates for history

Key-Feature

Integrate with AM Best

Key-Feature

Automate notification settings

Key-Feature

Send custom email notifications

Key-Feature

Request insurance information from vendors (when paired with My Insurance)

Key-Feature

Generate reports by vendor name, insurance type, project name, contract administrator, status, date, etc.

Key-Feature

Able to be deployed departmentally or agency-wide

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