Certificate of Insurance Management at Your Fingertips.

C2COI brings certificate management and compliance into the cloud, letting you get and remain audit ready: anytime, anywhere.

Save Time & Money by Automating Certificate of Insurance Tracking.

Avoid costly fines or legal fees by automatically tracking coverage period and insurance validity at the click of a button.

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The Perfect Solution for your Company


  • Ensure continuity of insurance by flagging issues and managing reminders.
  • Specify your required coverage including general liability, custom policies and other insurance types.
  • Initiate updates when coverage lapses with configurable notifications and alerts.

Insurance Brokers & Sales

  • Be audit-ready by using the Audit Wizard to reduce administrative time and expense.
  • Create a value add and differentiate your firm from your competition.

Property Managers

  • Decrease time and resources required to prepare for audits and compliance checks.
  • Stay on top of policies across multiple properties and maintain compliance for individual tenants.
  • Access your policies 24/7 through our online portal.
  • Track residential and/or commercial properties on a single platform.

Technology at our Core

Compliance Audit Wizard

Our Audit Wizard helps you see where you stand. Simply input a time range and C2COI will pull every policy, ready to send.

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The COI Management Solution for Today

Traditional COI Management

  • Time consuming audits
  • Distracting legal claims for noncompliance
  • Policy information tracked on spreadsheets
  • Be audit-ready in minutes with the Audit Wizard
  • Automatic reminders for policy tracking & compliance
  • Secure, 24/7 access through the online portal

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