myCOI 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

myCOI

4.7

(47)

Pricing

Pricing available upon request

About myCOI

With nearly 15 years of experience, myCOI pairs advanced, industry-leading technology with deep industry expertise. Our compliance team's document ingestion process, rules comparison, and white glove service uniquely positions our solution and significantly reduce liability risks for our customers.

Our cloud-hosted software receives and scans incoming COIs, confirms compliance against standards set by customers, automatically notifies agents of non-compliant coverage and warns customers and myCOI insurance experts to review exceptions or omissions, all with none of the tedious, paper-bound process that existed before.

myCOI Screenshots

myCOI Pricing and Plans

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Free Version

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myCOI Features

Popular features found in Compliance
Access Controls/Permissions
Archiving & Retention
Audit Trail
Corrective and Preventive Actions (CAPA)
Document Management
Incident Management
Monitoring
Regulatory Reporting
Risk Management
Training Management
Version Control
More features of myCOI
Activity Dashboard
Activity Tracking
Certification Tracking
Compliance Management
Compliance Tracking
Customizable Reports
Dashboard
Operational Risk Management
Policy Management
Reporting & Statistics
Risk Assessment
Risk Reporting
Third-Party Integrations
Vendor Management
Workflow Management

myCOI Integrations

Procore

Yardi Voyager

CMiC

myCOI User Reviews

Overall Rating

4.7

Ratings Breakdown

83%

13%

Secondary Ratings

Ease of Use

4.6

Value for money

4.8

Customer support

4.7

Functionality

4.6

Verified

Reviewer

Construction

201-500 employees

Used daily for less than 2 years

Review source

Reviewed April 2023

MYCOI Review

MYCOI sends notifications to insurance agent and/or vendor depending on the vendors preference. The reports are important to know who is compliant and who is not.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I use MYCOI on a daily basis. I use it to set up a new vendor as well as using it for tracking purposes.

Cons:

If I had to list a reason it would be sometimes it takes longer for a COI to be reviewed once a revision has been uploaded. However I do reach out to my direct contract to have an expedited review.

Joel A.

Verified reviewer

Real Estate

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2023

myCOI

MyCOI has been a fantastic partner for our company. With frequent meetings with our dedicated account manager, ongoing communication, and the ability to customize our insurance needs with precision, we've seen exceptional outcomes throughout our portfolio. [sensitive content hidden] has provided invaluable assistance, and the review team is exceptionally competent and amicable, even when we inundate them with urgent requests. Overall, it's been an excellent experience, and we're eagerly anticipating our continued collaboration with them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Strong communication and working closely with our account manager and review team. Great customer service. Speedy response time. knowledgeable.

Cons:

The customization of insurance requirements is a bit lacking and could use an update. The massive number of ways to do things can cause problems for newer users.

Reasons for choosing myCOI

Customer service and prior experience with myCOI.

Mckinzie C.

Verified reviewer

Construction

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2024

myCOI review

Not pleasant. They were hard to work with, system was a mess

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked the accessibility to the software. I could edit, delete, move anything without needing t get ahold of anyone

Cons:

Was not a fan of the layout or impressed with the functions offered

Jason T.

Verified reviewer

Construction

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed August 2022

Feedback

Great. Support is top notch and they are putting resources to improve the product and service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It makes me scalable. I do not have the resources to manage thousands of COI’s and endorsements

Cons:

Bulk downloading documents in the cert Management is not usable. We need to search by document type and export pdf’s that have meaningful titles. Currently there is no way to search for just COI’s and the. Further narrow it down by line of coverage. So when I need to Download 50 COI’s for a legal requirement, it takes us days

Reasons for choosing myCOI

Best value and MyCOI review the Certificates annually and quarterly

Reasons for switching to myCOI

Too much time and policies were being mismanaged

Lori T.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

Review_3.31.2023

OUTSTANDING!! In my opinion, this has been the best program I've had the pleasure of using. From all the services provided within the program and the exceptional customer service, this has made my job duties very manageable. I cannot say enough good things about this program. I highly recommend it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I can't express enough how much I like the program. In the short amount of time I've been using this software, I've had a great client experience. One of my favorite items is myCOI symcs with Procore. We are currently using Procore for our project needs. By myCOI integrating with Procore, any of our staff with access to a specific project may see the insurance notes from myCOI. This informaton includes compliant status, expiration dates, and additional information requested, if needed. This service is crucial for our field staff.

Cons:

Cons... I really cannot think of anything. I truly have had a great client experience! I wish other companies provided exceptional customer service as myCOI.

Walter G.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

Partnering With myCOI Has Been A Major Success

myCOI has taken most of the burden off my administrators in dealing with insurance matters. We have find great gains in efficiency and improved our overall insurance compliance across both our prime and sub-tier subcontractors.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

myCOI has amazing customer support. Our account representative meets with us quarterly to keep up-to-date on how our group is feeling about utilizing the system and interfaces with us day-to-day, as needed, to address any issues we encounter with agent notes, reviews, etc. It has been an incredibly efficient and beneficial relationship since day 1.

Cons:

I have no major complaints. Insurance review is a time consuming and sometimes mind numbing experience. You cannot accomplish it without a human interaction and the complexities of insurance make only make it easier to highlight our fallibilities because so much changes so quickly. It happens to them when they review and it happens to us when review. We partner to get past any issues that arise. Some times it takes longer than others, but honestly there are moments where it cannot be avoided and myCOI is very upfront about addressing those times.

Reasons for choosing myCOI

myCOI provided the most robust and comprehensive review offering in the marketplace. We wanted to outsource our reviews and none of the alternatives provided the depth of support that myCOI offers.

Mark C.

Verified reviewer

Machinery

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed August 2022

myCOI review

The product has met our expectations in that it has allowed us to regain some time that was previously spent doing all of the administration of insurance cert requests, reviews and acceptance. With that, we have been able to reallocate resources to more pressing business needs rather than insurance certificate management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software allows for us to have one source for insurance certificates, communications and status for all clients. It gives us the ability to manage the process of review / approval and to have communication done in a standardized and efficient manner.

Cons:

While the software is good, it is not super intuitive and, some functionality takes a "ramp up" period in order to be comfortable with all features.

Kristin S.

Verified reviewer

Construction

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed May 2023

Strongly recommend myCOI

myCOI has helped our company go from drowning in unreviewed cois to getting our insurance review under control. [sensitive content hidden]. has been an amazing support and resource, and helped us to navigate the Essentials program, later transitioning to Concierge service as the workload was more than our team was able to manage. The beauty of this platform is that it provides a single, central hub for clients, agents and vendors to access, update and communicate. Every myCOI team member with whom I have worked has provided excellent service, been pleasant, knowledgeable, and provided quick response times. The quarterly meetings are beneficial to recap what is going well, where we need to improve and have questions answered. I highly recommend myCOI.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best part of myCOI is their staff. [sensitive content hidden] is a powerhouse and has been a wonderful resource. She has willingly answered all questions, and if she doesn't have the answer, will find out. myCOI is a great platform and well organized. Everything is straightforward and easy to understand. This platform has truly been a lifesaver for our company.

Cons:

The biggest challenge with myCOI was getting all vendors, agents and some of our long-time employees on board because it is a change. Once they understood how simple it is to upload, communicate with myCOI and became familiar with the portal, it soon became more readily accepted by all.

David G.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2023

MyCOI Take the Hard Work Out of Insurance Compliance Tracking

Excellent. The time savings has been amazing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like the most about MyCOI is that they contact the vendors when there are non compliance issues or a COI is about to expire.

Cons:

There is no standard COI naming protocol . The insurance information that is downloaded by the vendors is named by the vendors and should be named by MyCOI so it becomes much easier for the client to find COI information

Reasons for choosing myCOI

I had experience with MyCOI from a previous employer

Marian T.

Verified reviewer

Oil & Energy

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

Easy to Use

When I was hired at my company we had just gotten this product. Thankfully I was able to work directly with my Customer Experience leader to get caught up to speed and she helped me work through the daily use of this product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The portal is user friendly and allows me to quickly see which vendor are compliant. ALSO it allows me to see overall the Compliance of all of my vendors in the dashboard.

Cons:

I am not sure that there is anything that can be done - however it is frustrating when I get kicked out of the portal and have to log back in after an amount of time. I am sure that this is a security issue so not sure that anything can change.

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