--- title: myCOI Reviews meta\_title: 'myCOI Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 37 reviews by the users' company size, role or industry to find out how myCOI works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 37 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance ---

### myCOI Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the **friendly and speedy customer support** of myCOI, enhancing their certificate management experience. [(2 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043530&qs=pros-and-cons#reviews)

Users value the **friendly and efficient service** of myCOI, enhancing communication and insurance management effortlessly. [(2 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043550&qs=pros-and-cons#reviews)

Users value the **efficient problem solving** of myCOI, particularly in managing vendor insurance compliance hassle-free. [(2 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043572&qs=pros-and-cons#reviews)

Users value the **accuracy** of myCOI, enhancing confidence in their certificate management and integration processes. [(1 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043552&qs=pros-and-cons#reviews)

Users value the **alert notifications** from myCOI, which efficiently keep vendors and insurance agents informed. [(1 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043541&qs=pros-and-cons#reviews)

Users find myCOI has **too many shortcuts and outdated requirements** , leading to a cluttered and inefficient experience. [(2 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043579&qs=pros-and-cons#reviews)

Users struggle with the **lack of filtering options** on myCOI, hindering their ability to navigate effectively. [(1 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043576&qs=pros-and-cons#reviews)

Users find the **system overloaded with shortcuts** and outdated insurance requirements, hindering efficiency and optimization. [(1 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043558&qs=pros-and-cons#reviews)

Users find myCOI has **inefficient processes** due to too many shortcuts and outdated insurance requirements. [(1 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043568&qs=pros-and-cons#reviews)

Users find the **inefficient search** process challenging due to inconsistent naming conventions for insurance documents in myCOI. [(1 mentions)](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043545&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of myCOI

##### 1. Customer Support

Users value the **friendly and speedy customer support** of myCOI, enhancing their certificate management experience.
[
See 2 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043530&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

5.0/5

"Fantastic Partner!"

What do you like about myCOI?

Customer service, technology, certificate management, integration with our operating system

JA

Joel A.

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI - Service is key"

What do you like about myCOI?

Friendly and speedy service constant communication ability to highly customize insurance requirements flexibility to waive coverages oversight to

##### 2. Insurance Management

Users value the **friendly and efficient service** of myCOI, enhancing communication and insurance management effortlessly.
[
See 2 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043550&qs=pros-and-cons#reviews)

See Related User Reviews

JA

Joel A.

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI - Service is key"

What do you like about myCOI?

Friendly and speedy service constant communication ability to highly customize insurance requirements flexibility to waive coverages oversight to

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI is a Major Time Saver Ensuring Insurance Compliance"

What do you like about myCOI?

MyCOI directly contacts the subcontractors and vendors with insurance compliance issues directly freeing up my time. MyCOI contacts the vendors when

##### 3. Problem Solving

Users value the **efficient problem solving** of myCOI, particularly in managing vendor insurance compliance hassle-free.
[
See 2 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043572&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Jennifer C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer C.")
JC

Jennifer C.

Mid-Market (51-1000 emp.)

5.0/5

"I use MYCOI on a daily basis to upload new COI from a vendor."

What do you like about myCOI?

I like they do all the tracking. They send notifications to vendors and/or insurance agents.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI is a Major Time Saver Ensuring Insurance Compliance"

What do you like about myCOI?

MyCOI directly contacts the subcontractors and vendors with insurance compliance issues directly freeing up my time. MyCOI contacts the vendors when

##### 4. Accuracy

Users value the **accuracy** of myCOI, enhancing confidence in their certificate management and integration processes.
[
See 1 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043552&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

5.0/5

"Fantastic Partner!"

What do you like about myCOI?

Customer service, technology, certificate management, integration with our operating system

##### 5. Alert Notifications

Users value the **alert notifications** from myCOI, which efficiently keep vendors and insurance agents informed.
[
See 1 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043541&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Jennifer C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer C.")
JC

Jennifer C.

Mid-Market (51-1000 emp.)

5.0/5

"I use MYCOI on a daily basis to upload new COI from a vendor."

What do you like about myCOI?

I like they do all the tracking. They send notifications to vendors and/or insurance agents.

### 5 Cons or Disadvantages of myCOI

##### 1. Limitations

Users find myCOI has **too many shortcuts and outdated requirements** , leading to a cluttered and inefficient experience.
[
See 2 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043579&qs=pros-and-cons#reviews)

See Related User Reviews

JA

Joel A.

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI - Service is key"

What do you dislike about myCOI?

the system is a bit bogged down with shortcuts and too many ways to do one thing. the standard set of insurance requirements you can use is outdated

 ![DeMario R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DeMario R.")
DR

DeMario R.

Enterprise (\> 1000 emp.)

5.0/5

"D.Rood's MyCOI Review"

What do you dislike about myCOI?

The lack of ability to filter the screens on myCOI.

##### 2. Dashboard Issues

Users struggle with the **lack of filtering options** on myCOI, hindering their ability to navigate effectively.
[
See 1 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043576&qs=pros-and-cons#reviews)

See Related User Reviews

 ![DeMario R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DeMario R.")
DR

DeMario R.

Enterprise (\> 1000 emp.)

5.0/5

"D.Rood's MyCOI Review"

What do you dislike about myCOI?

The lack of ability to filter the screens on myCOI.

##### 3. Improvement Needed

Users find the **system overloaded with shortcuts** and outdated insurance requirements, hindering efficiency and optimization.
[
See 1 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043558&qs=pros-and-cons#reviews)

See Related User Reviews

JA

Joel A.

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI - Service is key"

What do you dislike about myCOI?

the system is a bit bogged down with shortcuts and too many ways to do one thing. the standard set of insurance requirements you can use is outdated

##### 4. Inefficient Processes

Users find myCOI has **inefficient processes** due to too many shortcuts and outdated insurance requirements.
[
See 1 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043568&qs=pros-and-cons#reviews)

See Related User Reviews

JA

Joel A.

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI - Service is key"

What do you dislike about myCOI?

the system is a bit bogged down with shortcuts and too many ways to do one thing. the standard set of insurance requirements you can use is outdated

##### 5. Inefficient Search

Users find the **inefficient search** process challenging due to inconsistent naming conventions for insurance documents in myCOI.
[
See 1 mentions
](https://www.g2.com/products/mycoi/reviews?filters%5Bsentiment_snippet%5D=2043545&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"MyCOI is a Major Time Saver Ensuring Insurance Compliance"

What do you dislike about myCOI?

Looking for the COI you need can be challenging as MyCOI does not have a standard naming protocol for the insurance information stored in their system

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 ![Walter G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Walter G.")
WG

Walter G.

Manager, Operations Administration

Mid-Market (51-1000 emp.)

3/24/2023

"Partnering with myCOI has been a huge success"

5/5

What do you like best about myCOI?

myCOI provides incredible customer support and the most rounded offering for insurance collection and review in the marketplace. Their concierge offering provides a true outsourcing experience that takes the majority of the burden off my staff to collect, review, and follow up on subcontractor insurance. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

No major complaints at all. To provide quality insurance review, people have to be involved and the complexity of insurance makes it impossible not to fallible. myCOI's support team isn't perfect, but neither are we. When mistakes are made we partner to make sure that reviews are updated and the certificate review personnel at myCOI have a better understanding of what our requirements are intended to mean and how to apply them. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

myCOI takes the burden off my staff to collect, review, and follow up on insurance. They also ensure that people with in depth knowledge of insurance are tasked with managing the process instead of those of us who are relative novices when it comes to the complexity of insurance coverages and endorsements. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

JA

Joel A.

Mid-Market (51-1000 emp.)

4/5/2023

"MyCOI - Service is key"

5/5

What do you like best about myCOI?

Friendly and speedy service

constant communication

ability to highly customize insurance requirements

flexibility to waive coverages

oversight to adjust/correct requirements on the fly Review collected by and hosted on G2.com.

What do you dislike about myCOI?

the system is a bit bogged down with shortcuts and too many ways to do one thing.

the standard set of insurance requirements you can use is outdated and could be optimized. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

MyCOI is tracking insurance compliance for our entire risk portfolio and for some of our partnerships. This is savings us from having to run an entire team of employees just to review and process certificates and insurance documents. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
AC

Verified User in Construction

Mid-Market (51-1000 emp.)

4/5/2023

"MyCOI is a Major Time Saver Ensuring Insurance Compliance"

5/5

What do you like best about myCOI?

MyCOI directly contacts the subcontractors and vendors with insurance compliance issues directly freeing up my time. MyCOI contacts the vendors when their COI is about to expire. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

Looking for the COI you need can be challenging as MyCOI does not have a standard naming protocol for the insurance information stored in their system. The use the names of the documents that the vendors themselves assign to their uploads and it becomes very confusing to find what you need. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

MyCOI is a huge time saver for us and a major cost saver as well. MyCOI eliminates the need for us to contact the vendors as MyCOI does that, and we would also have to hire additional employees just to handle insurance compliance if it were not for MyCOI. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Morgan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgan W.")
MW

Morgan W.

Account Manager

Small-Business (50 or fewer emp.)

7/18/2023

"myCOI is a Gamechanger"

5/5

What do you like best about myCOI?

Very user friendly on the insured side and the broker side. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

The onboarding process is lengthy but is ultimately worth it. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

Insurance tracking and compliance along with risk transfer. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Jennifer C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer C.")
JC

Jennifer C.

Construction Administrator

Mid-Market (51-1000 emp.)

4/6/2023

"I use MYCOI on a daily basis to upload new COI from a vendor."

5/5

What do you like best about myCOI?

I like they do all the tracking. They send notifications to vendors and/or insurance agents. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

Sometimes it takes longer for a COI to be reviewed. If I need an expedited review, I will email my direct contact, and it will be taken care of that day. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

They notify insurance agents and vendors asking for compliant insurance. They also track current vendors to request renewal certificates. By MYCOI tracking insurance compliant allows me time to attend to other job duties. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

MT

Marian T.

Mid-Market (51-1000 emp.)

3/29/2023

"Great product"

5/5

What do you like best about myCOI?

The most helpful thing about myCOI is being able to see the compliance status of my vendors easily. I use this weekly to check any NON-COMPLIANT vendors so that I can notify them of their status.

I haven spoken with other companies and thier products are much more expensive. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

The least helpful thing is probably being logged out if you are not active over a short period.

Since this is a security feature for myself and my company, it is a small problem. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

I can get a quick glimpse of non-compliant vendors for any action that needs to be taken.

I am much more productive since I don't have to check every vendor myself. The portal is very user-friendly. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

LS

Liz S.

Mid-Market (51-1000 emp.)

3/31/2023

"Great!"

5/5

What do you like best about myCOI?

myCOI has saved the administrative staff so much time by automating so much of the insurance collection and verification process. The reports that can be run are great, the myCOI staff are responsive, and the platform is easy to navigate and use. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

It would be great if we could save the settings of the reports we run every week. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

myCOI saves the administrative staff significant time allowing them the availability to support the project teams in more meaningful ways. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Ashlee W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashlee W.")
AW

Ashlee W.

Project Administrator

Mid-Market (51-1000 emp.)

4/12/2023

"Meeting Insurance Compliance with Ease!"

4.5/5

What do you like best about myCOI?

myCOI handles all communication directly with the brokers! And I can navigate the platform with ease to access all information needed. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

I wouldn't say I like downloading one pdf at a time and when you update the vendor contact information, an email isn't sent to the new contact. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

The use of myCOI has allowed me to spend less time going back and forth to get insurance certs to meet compliance. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

KH

Karen H.

Enterprise (\> 1000 emp.)

3/30/2023

"Great user-friendly efficient program"

5/5

What do you like best about myCOI?

It is great having a portal that helps us keep track of our Certificates of Insurance in one central place that is easily accessible by the personnel needing it. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

I cannot come up with anything about this program that I don't like. I really like their new updated version. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

We never had a central tracking system for insurance certificates. This program helps us track and organize our certificates by the departments that need them. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

SL

Steve L.

Enterprise (\> 1000 emp.)

4/3/2023

"MyCOI Reduced Our Risk Exposure!"

5/5

What do you like best about myCOI?

The MyCOI program is extremely easy to use. I was expecting it to be cumbersome. The Customer Service is outstanding... they always get back to us quickly. Review collected by and hosted on G2.com.

What do you dislike about myCOI?

We went from paper COIs to MyCOI... I can't think of one thing that I dislike about the program. Review collected by and hosted on G2.com.

What problems is myCOI solving and how is that benefiting you?

In a nutshell... they ensure that all vendors have adequate insurance coverage in our School Division (in all three areasL Purchasing, Construction and School Facility Use). Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

##### Categories on G2

[Construction Risk Assessment Software](https://www.g2.com/categories/construction-risk-assessment-software)[OCR](https://www.g2.com/categories/ocr)[Insurance Compliance](https://www.g2.com/categories/insurance-compliance)

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