Email Offering

5 Compliance Pitfalls White Paper and Follow up Series

Follow up Email 1 - Our Gift to You: An C2COI Test-Drive.

Hi <<Firstname>>,

Hopefully you had a chance to read our guide to: Costly and Easily Rectifiable COI Compliance - Five Pitfalls That You Can Easily Avoid.In my contracting business I used to worry about potential costly incidents occurring during an insurance policy lapse.  I have peers who have paid dearly for this.  Yet, I faced challenges manually tracking the general liability policies for my vendors and subs.  It was laborious and prone to human error.  We were wasting time that could have been focused on growing the business.  

That’s why I designed the C2COI - Certificate of Insurance Management System,an automated cloud-based SaaS platform to effortlessly manage insurance certificate planning.Now, all my Certificates of Insurance are tracked, and the system automatically notifies me, my vendors/subs, and their insurance companies, well in advance of any policy expiration. Total peace of mind. C2COI has literally saved me tons of time and money.  I want to help other contractors achieve the same results. I have now  made the platform publicly available to contractors, property managers and insurance brokers.   

I promise it’s worth your time. 

MBAPresident 

Follow up Email 2 - Pitfall #1- Not Obtaining Vendor COIs

Hi <<Firstname>>,

Not regularly and diligently obtaining, logging and filing your vendors and subcontractors’ Certificates of Insurance (COI) can cost you. Take this one common scenario for example:  Imagine you are a building contractor. You have a handful of subcontractors working for your project and they have 1099 workers and short-timers who work on your jobs. 

You’ve worked with your sub for years and assumed that they held a valid policy. Now imagine, one of those workers working for you sub has an accident on your site. You are responsible. 

Can you be sure that the accident is covered, or will this cost you?You can avoid the risk by:

• Asking all your vendors and subcontractors  to provide you with a Certificate of Insurance coverage (COI); and

• Uploading and managing those COIs in an online Certificate of Insurance System like C2COI, and flagging those that are out of coverage and active on your jobs. 

Why take a chance?  

I’d love for you to give it a Test-Drive for 14-days, on me. Or, watch my webinar which covers the Key Compliance Pitfalls to Avoid when managing certificates of insurance (COI’s).
I promise it’s worth your time.

Sincerely, Chris

Follow up Email 3 - Pitfall #2- Expired Certificates of Insurance (COIs) Can Cost You.

Hi <<Firstname>>,

How do you ensure your subcontractors and vendors insurance policies are valid?
You can be fined if during an audit you are found to have had a vendor or subcontractor working during a period of lapse in their policy.

We’ve seen hefty fines resulting in a substantial hit to job revenue.  
To avoid lapsed COI’s business owners and property managers should have a system such as C2OI - Certificate of Insurance Management System to alert them of when certificates are ready to expire and prompt them for any new job to ensure that COI’s are always up to date and in place.

Check out what Fred, a general construction company owner, has to say:
“I never had a clear picture of where my vendors stood with their coverage validity until I started using the C2COI system. The dashboard view of all our policies. C2COI gave me an easy way to upload COI certificates and notified me 60 days before expiration. That takes a huge load off my mind.”

I’d love for you to give it a Test-Drive for 14-days, on me. Or, watch my webinar which covers the Key Compliance Pitfalls to Avoid when managing certificates of insurance (COI’s). I promise it’s worth your time.

Follow up Email 4 - Pitfall #3 - No Notifications in Place

Hi <<Firstname>>,

During an audit, not being on top of your vendor policies can cost you time and money.

Check out this scenario:

A small contractor primarily used vendors as his workforce. He would change vendors and contractors on a regular basis based on price, job and time frames. So his company had collected hundreds of Certificates of Insurance (COI’s) that he would just place in a file, thinking that was good enough to be in compliance.

Many of the COI’s on file were outdated, full of mistakes, inaccurate, or some were even fraudulent.

At audit, he was found to be non-compliant, which not only resulted in devastating costs to the business but led to the cancellation of his insurance policy, which put his entire business at risk.

All COI’s have expiration dates, and you need a good way to proactively track these and request new or updated COIs before the policy period ends. COI tracking tools such as C2COI, can prevent this scenario by sending you, yor vendor and your vendor’s insurance company a notification. 

The C2COI system does the remembering for you.

I’d love for you to give it a Test-Drive for 14-days, on me. Or, watch my webinar which covers the Key Compliance Pitfalls to Avoid when managing certificates of insurance (COI’s). I promise it’s worth your time.

Follow up Email 5 - Pitfall #4 - What’s Your Single Point of Failure?

Hi <<Firstname>>,

Who manages your COI filing process?

How many people are trained in that COI management process? 

What happens if that person(s) is not available as you prepare for a certificate of insurance compliance audit? 

We all understand the impact of a single point of failure in our business. We know that we need to create a simple, easy to teach process that multiple employees can easily access at any time.

OR, you could just automate the entire process!

With C2COI cloud-based SAAS online certificate of insurance management system, not only can you take advantage of useful functions such as: pre-policy expiry notification, built-in-reminders to your vendors and subs, and a handy compliance planning dashboard, you save money and administrative time.  And it will cost you far less than the resource cost of that single administrator.

I’d love for you to give it a Test-Drive for 14-days, on me. Or, watch my webinar which covers the Key Compliance Pitfalls to Avoid when managing certificates of insurance (COI’s). I promise it’s worth your time.

Chris Cicotello, MBA
President 

Follow up Email 6 - Pitfall #5 - Where’s Your Backup?

Hi <<Firstname>>,

Listen to this tragic scenario: 

Email 7 Subject - Did You Take Me Up On My Offer?

<<Firstname>>,

I’d love for you to give it a Test-Drive for 14-days, on me. Or, watch my webinar which covers the Key Compliance Pitfalls to Avoid when managing certificates of insurance (COI’s).

I promise it’s worth your time.

Chris Cicotello, MBA
President