Quick Overview
- 1#1: myCOI - Automates the collection, review, tracking, and renewal of certificates of insurance for compliance and risk management.
- 2#2: TrackMyCOI - Cloud-based platform for streamlined COI tracking, automated notifications, and vendor compliance monitoring.
- 3#3: Certificial - Digital solution for managing, verifying, and tracking vendor certificates of insurance in real-time.
- 4#4: Certnology CertnTrack - Comprehensive COI management software with automated workflows, audits, and reporting features.
- 5#5: Regroup COI Manager - Integrated COI tracking system within a broader vendor compliance and contract management suite.
- 6#6: Ventiv - Enterprise risk management platform with robust COI tracking, validation, and expiration alerts.
- 7#7: Riskonnect - Insurance and risk management software featuring COI portfolio tracking and compliance tools.
- 8#8: iCorps - Specialized COI management system for construction and real estate with mobile access and automation.
- 9#9: Applied Epic - Agency management system with built-in COI tracking, document management, and policy integration.
- 10#10: Vertafore - Insurance software suite offering COI tracking capabilities within claims and policy administration.
Tools were ranked based on a blend of robust features, intuitive design, reliability, and value, ensuring they meet the demands of modern compliance and risk management workflows.
Comparison Table
COI tracking software streamlines the management of critical certificates, ensuring compliance and minimizing administrative hassle. This comparison table features tools like myCOI, TrackMyCOI, Certificial, Certnology CertnTrack, Regroup COI Manager, and more, highlighting key capabilities and usability to guide readers toward the best solution.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | myCOI Automates the collection, review, tracking, and renewal of certificates of insurance for compliance and risk management. | specialized | 9.6/10 | 9.8/10 | 9.3/10 | 9.4/10 |
| 2 | TrackMyCOI Cloud-based platform for streamlined COI tracking, automated notifications, and vendor compliance monitoring. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 9.0/10 |
| 3 | Certificial Digital solution for managing, verifying, and tracking vendor certificates of insurance in real-time. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | Certnology CertnTrack Comprehensive COI management software with automated workflows, audits, and reporting features. | specialized | 8.4/10 | 9.0/10 | 8.0/10 | 7.8/10 |
| 5 | Regroup COI Manager Integrated COI tracking system within a broader vendor compliance and contract management suite. | enterprise | 8.1/10 | 8.4/10 | 7.9/10 | 7.7/10 |
| 6 | Ventiv Enterprise risk management platform with robust COI tracking, validation, and expiration alerts. | enterprise | 8.1/10 | 8.6/10 | 7.2/10 | 7.5/10 |
| 7 | Riskonnect Insurance and risk management software featuring COI portfolio tracking and compliance tools. | enterprise | 8.1/10 | 8.7/10 | 7.4/10 | 7.6/10 |
| 8 | iCorps Specialized COI management system for construction and real estate with mobile access and automation. | specialized | 7.5/10 | 8.2/10 | 6.8/10 | 7.1/10 |
| 9 | Applied Epic Agency management system with built-in COI tracking, document management, and policy integration. | enterprise | 8.1/10 | 8.7/10 | 7.2/10 | 7.5/10 |
| 10 | Vertafore Insurance software suite offering COI tracking capabilities within claims and policy administration. | enterprise | 7.2/10 | 7.5/10 | 6.8/10 | 6.9/10 |
Automates the collection, review, tracking, and renewal of certificates of insurance for compliance and risk management.
Cloud-based platform for streamlined COI tracking, automated notifications, and vendor compliance monitoring.
Digital solution for managing, verifying, and tracking vendor certificates of insurance in real-time.
Comprehensive COI management software with automated workflows, audits, and reporting features.
Integrated COI tracking system within a broader vendor compliance and contract management suite.
Enterprise risk management platform with robust COI tracking, validation, and expiration alerts.
Insurance and risk management software featuring COI portfolio tracking and compliance tools.
Specialized COI management system for construction and real estate with mobile access and automation.
Agency management system with built-in COI tracking, document management, and policy integration.
Insurance software suite offering COI tracking capabilities within claims and policy administration.
myCOI
specializedAutomates the collection, review, tracking, and renewal of certificates of insurance for compliance and risk management.
AI-powered COI Review Engine that instantly parses PDFs, validates endorsements, and flags non-compliant certificates with 99% accuracy.
myCOI (mycoi.com) is a leading Certificate of Insurance (COI) tracking software that automates the collection, review, validation, and monitoring of insurance certificates for vendors, contractors, and tenants. It uses AI-powered parsing to extract critical data like coverage limits, expiration dates, and endorsements, while providing customizable compliance rules and real-time dashboards. The platform ensures regulatory adherence by sending automated renewal requests and alerts, significantly reducing administrative burden and risk exposure for businesses.
Pros
- AI-driven automated COI extraction and compliance checks
- Real-time expiration alerts and renewal automation
- Customizable workflows and robust reporting tools
Cons
- Pricing can be steep for very small teams
- Advanced customization requires initial setup time
- Limited native integrations with some accounting software
Best For
Mid-to-large enterprises in construction, property management, or facilities services needing scalable COI compliance management.
Pricing
Starts at $99/month for basic plans (up to 100 certificates), with Pro at $299/month and custom Enterprise pricing for high-volume users.
TrackMyCOI
specializedCloud-based platform for streamlined COI tracking, automated notifications, and vendor compliance monitoring.
AI-powered COI verification that automatically extracts and validates key data like coverage limits, effective dates, and additional insured status.
TrackMyCOI is a specialized COI tracking platform designed for automating the collection, verification, and management of certificates of insurance. It leverages AI to instantly analyze uploaded COIs against customizable compliance requirements, flagging issues like coverage gaps or expirations. The software offers real-time dashboards, automated renewal reminders, and reporting tools to help organizations maintain vendor compliance efficiently.
Pros
- AI-driven instant COI verification reduces manual review by up to 90%
- Customizable compliance rules and automated alerts for expirations
- Intuitive dashboard with robust reporting and export options
Cons
- Pricing can be steep for small teams with low volume
- Initial setup requires defining detailed compliance templates
- Limited native integrations compared to larger enterprise suites
Best For
Mid-to-large organizations in construction, real estate, or facilities management dealing with high volumes of vendor COIs.
Pricing
Custom subscription pricing starting around $500/month based on COI volume and features; free trial available.
Certificial
specializedDigital solution for managing, verifying, and tracking vendor certificates of insurance in real-time.
AI-powered OCR and automated compliance validation that verifies COIs against user-defined requirements in seconds
Certificial is a specialized SaaS platform for automating Certificate of Insurance (COI) management, enabling users to request, receive, validate, and track COIs efficiently. It uses AI-powered OCR to extract and verify certificate data against custom compliance rules, provides real-time expiration alerts, and integrates with broker portals and email systems. Ideal for risk managers and procurement teams, it reduces manual processing time and minimizes compliance risks in high-volume environments.
Pros
- AI-driven OCR for fast and accurate COI data extraction and validation
- Robust expiration tracking with automated renewal requests and alerts
- Strong integrations with insurance brokers, AMS, and email for seamless workflows
Cons
- Pricing can be steep for small teams or low-volume users
- Advanced customization requires setup time and support
- Reporting features lack depth compared to some enterprise competitors
Best For
Medium to large enterprises with high COI volumes needing automated compliance and tracking.
Pricing
Starts at $250/user/month for core plans, with custom enterprise pricing based on volume and features.
Certnology CertnTrack
specializedComprehensive COI management software with automated workflows, audits, and reporting features.
Integrated real-time relationship screening engine that continuously monitors for emerging conflicts
Certnology CertnTrack is a specialized conflict of interest (COI) tracking and management software that automates the collection, review, and monitoring of COI disclosures across organizations. It supports real-time relationship screening, customizable workflows for attestations and approvals, and generates compliance reports to ensure regulatory adherence. Designed for regulated industries, it integrates with HR systems and provides audit trails for risk mitigation.
Pros
- Robust automation for COI disclosures and workflows
- Real-time monitoring of relationships and conflicts
- Strong reporting and compliance analytics
Cons
- Enterprise-level pricing may not suit small organizations
- Initial setup requires configuration expertise
- Limited public details on mobile accessibility
Best For
Mid-to-large enterprises in finance, healthcare, or government needing scalable COI compliance management.
Pricing
Custom enterprise pricing based on users and features; typically starts around $5,000+/year for basic deployments—contact sales for quotes.
Regroup COI Manager
enterpriseIntegrated COI tracking system within a broader vendor compliance and contract management suite.
Integrated attestation and certification management with automated reminders and escalations
Regroup COI Manager is a compliance platform focused on automating conflict of interest (COI) tracking, disclosure collection, and management for organizations in regulated industries like healthcare and finance. It offers customizable questionnaires, automated workflows for review and approval, and tools for ongoing monitoring of relationships, gifts, and outside activities. The software provides robust reporting and audit trails to support regulatory compliance and risk mitigation.
Pros
- Automated workflows with role-based approvals
- Customizable forms and questionnaires
- Strong reporting and analytics for compliance audits
Cons
- Higher cost suitable mainly for mid-to-large enterprises
- Moderate learning curve for configuration
- Fewer native integrations than top competitors
Best For
Mid-sized healthcare and life sciences organizations needing scalable COI disclosure and tracking for employees and vendors.
Pricing
Custom enterprise pricing based on users and modules; typically starts at $10,000+ annually, contact sales for quotes.
Ventiv
enterpriseEnterprise risk management platform with robust COI tracking, validation, and expiration alerts.
Unified COI disclosure portal with AI-powered risk scoring and automated approval routing
Ventiv is a comprehensive enterprise risk management (ERM) platform that includes COI tracking capabilities within its governance, risk, and compliance (GRC) modules, enabling organizations to manage conflict of interest disclosures, assessments, and mitigations seamlessly. It integrates COI tracking with broader risk functions like claims, incidents, and vendor management, providing automated workflows and real-time dashboards for compliance oversight. Primarily tailored for large-scale deployments, Ventiv leverages analytics and AI to identify potential conflicts across global operations.
Pros
- Integrated GRC platform combines COI tracking with claims and risk management
- Advanced analytics and AI for conflict detection and reporting
- Highly customizable workflows and scalable for enterprises
Cons
- Steep learning curve and complex implementation for non-technical users
- Enterprise pricing may be prohibitive for mid-sized organizations
- Overkill for teams focused solely on COI without broader risk needs
Best For
Large enterprises in insurance, healthcare, or public sectors requiring integrated risk and COI management.
Pricing
Custom enterprise licensing; typically starts at $50,000+ annually based on modules and users, with quote required.
Riskonnect
enterpriseInsurance and risk management software featuring COI portfolio tracking and compliance tools.
AI-powered OCR for automated COI data extraction and intelligent compliance validation
Riskonnect is a comprehensive integrated risk management platform that includes specialized COI tracking within its Vendor Risk module. It automates the collection, validation, storage, and renewal monitoring of certificates of insurance from vendors and contractors. The software uses AI and OCR to extract data from COIs, ensuring real-time compliance alerts for expirations, coverage gaps, and policy mismatches.
Pros
- Robust automation with AI/OCR for COI data extraction and validation
- Seamless integration with broader risk, compliance, and vendor management tools
- Customizable dashboards and real-time alerts for compliance monitoring
Cons
- Enterprise-level complexity with steep implementation curve
- High pricing unsuitable for small to mid-sized businesses
- Overkill for organizations needing only basic COI tracking
Best For
Large enterprises seeking an all-in-one risk management solution with advanced COI tracking capabilities.
Pricing
Custom enterprise pricing via quote; typically starts at $50,000+ annually depending on modules and users.
iCorps
specializedSpecialized COI management system for construction and real estate with mobile access and automation.
Advanced risk scoring engine that automatically flags and prioritizes COI risks using configurable rules and AI-driven analysis
iCorps is an enterprise-grade compliance management platform from iCorpsys.com, focused on conflict of interest (COI) tracking through automated disclosure collection, risk assessment, and mitigation workflows. It enables organizations to manage employee disclosures, track gifts and hospitality, and generate detailed compliance reports with full audit trails. Designed for regulated industries like finance and healthcare, it integrates with HR and ERP systems for seamless data flow.
Pros
- Robust workflow automation for COI disclosures and approvals
- Strong reporting and analytics with customizable dashboards
- Enterprise-level integrations with HRIS and Active Directory
Cons
- Dated user interface requiring training for optimal use
- Complex initial setup and customization process
- Pricing opaque and geared toward large organizations
Best For
Mid-to-large enterprises in highly regulated sectors needing customizable, on-premise or hybrid COI management.
Pricing
Custom enterprise pricing; typically starts at $40,000-$100,000 annually based on users and modules, with perpetual license options available.
Applied Epic
enterpriseAgency management system with built-in COI tracking, document management, and policy integration.
Policy-driven automation that generates and updates COIs in real-time from core policy data, reducing manual errors.
Applied Epic is a comprehensive, cloud-based agency management system from Applied Systems designed primarily for insurance agencies, with built-in capabilities for tracking and managing Certificates of Insurance (COIs). It automates COI creation, issuance, renewals, endorsements, and compliance monitoring by integrating directly with policy data and client records. While powerful for full agency operations, its COI tracking shines in large-scale environments requiring workflow automation and audit trails.
Pros
- Deep integration with policy management for automated COI generation and updates
- Robust compliance tools including audit trails and expiration alerts
- Scalable for high-volume COI tracking in enterprise agencies
Cons
- Steep learning curve due to its extensive feature set
- High cost makes it less viable for COI-only needs
- Customization requires technical support or consulting
Best For
Mid-to-large insurance agencies seeking integrated COI tracking within a full agency management platform.
Pricing
Custom quote-based pricing; typically $150-$400 per user/month depending on agency size, modules, and implementation.
Vertafore
enterpriseInsurance software suite offering COI tracking capabilities within claims and policy administration.
Automated COI flagging tied directly to producer-carrier relationships and policy placements
Vertafore offers a comprehensive suite of insurance agency management software, including compliance tools that support Conflict of Interest (COI) tracking for producers and agencies. It automates disclosure collection, monitors relationships with carriers and clients, and generates reports to ensure regulatory compliance. While not a standalone COI solution, its features integrate deeply with core agency workflows like policy management and quoting.
Pros
- Strong integration with Vertafore's agency management systems (e.g., AMS360, Sagitta)
- Robust compliance reporting and audit trails for COI disclosures
- Scalable for mid-to-large insurance agencies
Cons
- Not specialized solely for COI tracking; features are embedded in broader platforms
- Steep learning curve and dated interface in some modules
- High cost with custom pricing that may not suit smaller firms
Best For
Mid-sized insurance agencies already using Vertafore tools that need integrated COI compliance within their full workflow.
Pricing
Custom enterprise pricing; typically subscription-based starting at $500+ per user/month, with quotes required via sales contact.
Conclusion
Selecting the best COI tracking software hinges on individual needs, yet the top tools stand out for their effectiveness. myCOI leads as the top choice, with its robust automation of collection, review, and renewal, making it a standout for holistic compliance. TrackMyCOI and Certificial closely follow, offering streamlined workflows and real-time monitoring, each serving as a strong alternative for distinct requirements.
Don’t wait—explore myCOI today and experience the efficiency of automated COI management, or dive into TrackMyCOI or Certificial to find the perfect fit for your specific needs.
Tools Reviewed
All tools were independently evaluated for this comparison