RiskPartner COI

RATING:

5.0

(4)

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Overview

Reviews

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 Pricing

Please contact TMA Systems directly for pricing details.

Free trial:

Not Available

Free version:

Not Available

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RiskPartner COI Reviews

Overall Rating

5.0

Ratings Breakdown

(4)

(0)

Secondary Ratings

Ease-of-use

Customer Support

Value for money

Functionality

Most Helpful Reviews for RiskPartner COI

4 Reviews

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Ana

Food & Beverages, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed August 2023

COI tracking system

Great customer service and collaboration from the RiskPartner team.

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.

Reason for choosing RiskPartner COI

Pricing and ease of use

Courtney

Insurance, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed August 2023

Great partner to have

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.

Ron

Higher Education, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed August 2023

Review

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.

Nancy

Food & Beverages, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed November 2023

Newman's Own Review of RP

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.

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.

Reason for choosing RiskPartner COI

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