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RiskPartner COI

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Overview

RiskPartner COI 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

RiskPartner COI
RiskPartner COI
5.0
(4)

Pricing

Pricing available upon request

About RiskPartner COI

RiskPartner COI is a cloud-based software designed to streamline the management of insurance certificates. With automated notifications for expiration tracking and customizable rules, it helps handle communication with subcontractors, vendors, suppliers, tenants, and franchisees.

RiskPartner COI lets users store contracts, vendor information, and requirements in a centralized repository, granting easy access to reports and compliance data through a unified dashboard. Leveraging optical character recognition (OCR) it simplifies data entry operations. Teams can handle communication, certificate requests, and review process with vendors, and track tasks via a centralized portal.

RiskPartner COI Screenshots

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RiskPartner COI Pricing and Plans

Free Trial
Free Version
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RiskPartner COI Features

  • Popular features found in Certification Tracking
    Alerts/Notifications
    Compliance Management
    Credential Management
    Customizable Reports
    Customizable Templates
    Document Management
    Email Reminders
    Reporting & Statistics
    Self Service Portal
  • More features of RiskPartner COI
    Activity Dashboard
    API
    Approval Workflow
    Archiving & Retention
    Certification Expiry Tracking
    Certification Management
    Communication Management
    Data Import/Export
    Document Storage
    Electronic Signature
    Monitoring
    Real-Time Updates
    Reminders
    Search/Filter
    Third-Party Integrations
    User Management

RiskPartner COI User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.8

Have you used RiskPartner COI and would like to share your experience with others?

AS

Ana S.

Verified reviewer

Food & Beverages

1001-5000 employees

Used daily for more than 2 years

Reviewed August 2023

COI tracking system

5

Great customer service and collaboration from the RiskPartner team.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
It's ability to generate insightful reports stands out as a valuable feature.
Cons:
One of the pain points is that once we have exhausted the number of times a vendor is reached for COI compliance, the contract stays unresolved indefinitely. Perhaps the process needs to be modified to address the COI's that stay in this status.

Reasons for choosing RiskPartner COI

Pricing and ease of use

Read More

CM

Courtney M.

Verified reviewer

Insurance

201-500 employees

Used daily for more than 2 years

Reviewed August 2023

Great partner to have

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Integrating was seamless and the web page is easy to navigate. Couldn't ask for a better partner
Cons:
I've used RiskPartner for 3+ years and I have no complaints. I wouldn't change anything.

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RC

Ron C.

Verified reviewer

Higher Education

51-200 employees

Used weekly for more than 2 years

Reviewed August 2023

Review

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Keeps track of our insurance certificates and when they expire. Collects them from our vendors once they expire.
Cons:
If there are issues with certain certificates that are hard to procure from a vendor, would like to have a dedicated rep to discuss in detail.

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NV

Nancy V.

Verified reviewer

Food & Beverages

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed November 2023

Newman's Own Review of RP

5

A great experience. The program has helped greatly with obtaining and keeping our COIs. Our rep is extremely responsive and helpful, always available for a call, and always provides options and/or answers.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Customizable, amount of information that can be inputted, ease of submitting contracts, customer service
Cons:
Advanced features aren't always user-friendly; however, customer service is outstanding in assisting with our needs.

Reasons for choosing RiskPartner COI

I was not part of the research, review, and purchase of the product.

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Showing 1 - 4 of 4 Reviews

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