Best Insurance Compliance Software - Page 3

CertCove

CertFocus

CertFocus is your trusted partner in delivering the highest level of compliance possible in the certificate of insurance management industry.

CertLedger

CertLedger is vendor insurance compliance software for property managers and general contractors. Vendors and brokers email Certificates of Insurance (ACORD 25 and equivalents) to a dedicated intake address. CertLedger reads each certificate, checks it against your insurance requirements—coverage limits, additional insured, waiver of subrogation, primary and non-contributory language, certificate holder, and policy dates—and produces line-item findings. Non-compliant certificates generate chase drafts to the vendor or the broker listed on the cert. Renewals are tracked so coverage doesn’t quietly lapse. How it works: • AI only transcribes what’s on the certificate • Deterministic rules decide pass/fail against your matrix (drafted from your vendor-contract insurance exhibit) • Uncertainty escalates to a human—never a silent “compliant” • No full-inbox OAuth scan and no required vendor portal Getting started: Email about 10 certificates to certs@certledger.ai for a free pilot report. To go live, send your insurance exhibit and vendor roster. Pricing is $5 per vendor per month, billed by invoice (card or ACH). Unlimited certificates per vendor. Cancel anytime.

cerTrax

CertShield

CertShield is an AI-powered SaaS platform that automates Certificate of Insurance (COI) verification and tracking for US property managers and contractors. The platform eliminates manual COI management by using AI to extract limits, expiration dates, carrier information, and insurance endorsements from vendor-submitted ACORD forms with high confidence scoring. Low-confidence or failed compliance checks route to human review, ensuring no uninsured vendors slip through. Approved certificates are tracked automatically with email reminders sent to vendors and agents before expiration. Features: - AI document extraction with confidence scoring - Automated compliance rule checks (limits, endorsements, expiration dates) - Human review workflow for edge cases - Email chase automation (English + Spanish) - Audit-ready compliance reports - One-click PDF export for audits CertShield is designed for property management companies, HOA management firms, and general contractors who manage multiple vendors. Pricing: $99–$499/month with no lock-in contracts.

COBRA Guide

COBRA Guide — COBRA Compliance, Simplified for Brokers Stop managing COBRA by hand. COBRA Guide is purpose-built compliance software that helps insurance brokers automate notices, track every deadline, and collect premiums — all in one place. Generate DOL, ACA, and ERISA-compliant notices in seconds, monitor election windows and coverage dates across your entire book, and give employer clients a self-service portal that cuts down inbound calls. Trusted by 500+ brokers, backed by SOC 2 security and a 99.9% uptime SLA, COBRA Guide turns hours of manual admin into minutes — so you can spend less time chasing paperwork and more time growing your business. Start with a free 14-day trial (no credit card required) at cobraguide.net, or subscribe for $69/month to unlock full premium billing, compliance reporting, and broker dashboard access.

COI Pro

COISafe

COISafe helps general contractors stop tracking subcontractor insurance in spreadsheets and email. Subcontractors upload their certificates of insurance and endorsements through a simple link, with no account or password to create. COISafe reads each ACORD 25 certificate with AI and fills in the carriers, policy numbers, limits and expiration dates. Your team reviews and approves every certificate, so a person always makes the final call. COISafe then checks coverage against your requirements, flags what's missing (like an additional insured endorsement or a limit that's too low), and tracks expiration dates. When a certificate is about to expire or has a problem, COISafe can email the sub for you and keep following up until they send a new one. On the Growth and Pro plans you can set different insurance requirements for each project and see which subs are cleared to work on which job. Built for small and mid-sized GCs who need real COI compliance without an enterprise contract. Unlimited users on every plan. 30-day free trial, no credit card. Plans start at $49/month.

COI Tracker

COI Tracker is certificate of insurance tracking software for businesses that collect COIs from vendors, contractors, and subcontractors. Add each vendor's certificate and expiry date, and COI Tracker emails you automated reminders 30, 14, and 7 days before the certificate lapses — so an expired policy never turns into a denied claim or a stop-work order. When a certificate is due for renewal, one click sends the vendor a professional request email from your address asking for the updated COI. Replies land directly in your inbox. Every COI can carry the original PDF, stored in a private bucket and opened only through short-lived signed URLs. Built for property managers, general contractors, facility managers, restaurant operators, and compliance teams who currently track vendor insurance in spreadsheets. Setup takes about two minutes. Free for your first 3 vendors, no credit card. Paid plans: Starter $29/mo for 25 vendors, Growth $59/mo for 100 vendors, and Pro $129/mo for unlimited vendors. No seat fees, no per-document charges, cancel any time.

Comply

CoverCheck

CoverCheck reads each vendor's certificate of insurance, checks the limits and endorsements against your requirements, flags what is short or expiring, and chases the agent for the renewal.

Creative Compliance Hub

Creative Compliance Hub is an all-in-one insurance licensing, entity management and compliance management platform that helps insurance agencies, brokers, and MGAs, stay compliant with confidence. It streamlines regulatory tracking, automates compliance workflows, and centralizes critical documentation to reduce risk and improve efficiency. With an intuitive interface and powerful features, Creative Compliance Hub makes it easy for organizations to ensure adherence to applicable codes, rules, regulations, and laws, and minimize the risk of regulatory actions—all in one secure, user-friendly platform. • Intuitive Dashboard - View and access all your licensing and registration information quickly and easily through the Creative Compliance Hub Dashboard. • Individual Licensing - Manage, store and view all information, including state-specific and background questions related to producer licenses. Obtain new and renew producer licenses right from within Creative Compliance Hub. • Entity Licensing - Manage, store, and view all information and documents required to obtain and renew entity licenses. • NIPR Integration – Download the most recent data from the PDB and automatically identify and correct inconsistencies so you’re always working with accurate information. • CE Tracking – Manage each producer’s continuing education status, including hours required, hours completed, and courses completed. View and download copies of CE transcripts and certificates – all from one location. • Customized Reports - Access your data your way. Reports can be run for any data field in the system. Through our Report Builder Module, all your data is at your fingertips. • Digital Onboarding - Get producers onboarded and selling quickly in multiple states and lines of authority with our super-easy agent portal • Single Sign-On (SSO) - Save time, reduce hassles, and improve security with our support for single sign on (SSO).

CyberLife

CyberLife is a Web-enabled, n-tiered system that provides cost-effective administration of life and annuity products.

Average Rating: 3.8/5.0

Total Reviews: 2

Hi Marley

Hi Marley is the intelligent communication platform for the insurance industry.

illumend

illumend, from myCOI, is the AI-native insurance compliance platform. After 16 years and 45M+ documents reviewed, we rebuilt COI tracking from the ground up. Lumie, the AI expert for insurance compliance, reads certificates and endorsements, makes the compliance call, and follows up with third-party partners and their agents until gaps close. Built for teams that collect certificates of insurance from subcontractors, vendors and tenants, from construction and commercial real estate to retail and utilities. myCOI customers are moving to illumend now. Same team, more depth. Higher speed.