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Insurance Certificate Management

Insurance can be complicated. Managing it shouldn't be

Enable your organization to simplify the certificate management process by tracking contractors, tenants and all other required 3rd parties in a single, online location with automated expiring email reminders and online submission from required parties. Track compliance and attend to deficiencies with complete visibility into the COI status of each relationship through easy-to-use dashboards. Easily communicate any issues with contracted parties directly through ClearRisk’s email system to eliminate any redundant data entry.


Certificate Tracking

Bring efficiency back into your workflows and stay on top of your insurance policies without wasting valuable time. Track and manage all insurance certificates with automated email notifications being sent to relevant parties and receive reminders when expiry dates are on the horizon. Quickly and easily search data or mark it as “private” or “read-only”. Together with ClearRisk’s online data intake tool, automate the process of insurance certificate management from start to finish.

Contract Management

Store and manage all contracts regardless of type, with automated triggers and workflows. Organize and search by vendor, location, or any other necessary criteria. Relate each contract with a specific contractor, project, certificate(s), location(s) and more. Store all supporting documentation to be viewable by selected users.

Vendor Management

Assign your vendors to a part or service order and draw in all contact and contract information automatically. Users can view complete history of every part or service along with all costs for specific vendors. Tracking costs will allow you to negotiate lower prices while holding vendors accountable. Create activities and tasks to set important reminders.

Document Management

Within ClearRisk, users can upload and attach supporting documentation and notes for quick retrieval on any record, allowing for a full transition to a paperless environment. ClearRisk’s searchable document database allows users to search by title, subject, and content. Files can be uploaded directly into ClearRisk or submitted electronically via email. All documentation can easily be exported and shared with outside parties such as adjusters, carriers, and lawyers with one click.

Online Web Portal

ClearRisk’s online data intake tool allows for immediate data capture from any device: smartphone, tablet, or computer. This data collection method has been proven to increase data integrity and capture necessary information with mandatory fields. Eliminating in-house data entry, this data intake tool enhances efficiencies while making data available for immediate analytical reporting. The in-depth trend analysis reporting from ClearRisk will allow you to uncover high-risk areas that were previously unknown.


ClearRisk’s easy-to-use report builder takes the guesswork out of data analytics, allowing users more time to do what is most important: reduce organizational cost and improve safety. ClearRisk users can modify pre-built report templates or create customized reports from scratch, with an unlimited number of filters and sorting tools to dissect data

Users can do the following:

  • Create reports such as summary, ad-hoc, TCOR, as-of dates, loss ratios, claim and incident trends, and much more
  • Easily export reports to PDF or Excel for sharing outside the platform
  • Schedule reports to automatically email based on schedules or trigger events
  • Drill-down to specific claims, incidents, events and locations


ClearRisk’s dashboards will allow you to combine data from all integrated modules and efficiently identify areas that require further attention through customizable graphs and charts. Whether you’re reporting on claims, incidents, trends, assets, or policies, ClearRisk’s dashboards allow you to quickly and easily receive a snapshot of your initiatives and measure their effectiveness on the organization.

Data Migration

ClearRisk understands the importance of historical data and enforces strict data integrity rules during the implementation. We work with you to clearly define your internal processes and understand how the relationships operate within your data. Our implementation teams have migrated data from sources including various internal systems, spreadsheets, 3rd party software providers, and past and current services providers such as TPA’s, adjusters, and carriers.


ClearRisk’s implementation is a thorough process that enables our customers to maximize efficiencies and customize workflows to adhere to their internal environment. Your personal implementation team will work closely with you to clearly define the end goal and system setup, including all customizations. ClearRisk will provide project timelines including crucial milestones with desired end dates to keep the project on track.


Business functions and output flourish when automation is enabled and redundant tasks are eliminated. ClearRisk understands that technology is the facilitator of maximizing efficiencies and can significantly impact your department and the organization as a whole.

ClearRisk can be integrated to accept data feeds in and out of the platform to communicate with the following:

  • In-house accounting, HR, and payroll systems
  • Adjusters, TPA’s, and carriers
  • Workers’ Compensation providers and agencies


Security at ClearRisk is of utmost importance and we realize it’s a big concern for organizations looking to move their data to the cloud. ClearRisk takes great pride in working with our partners to provide the most secure platform available. Contact us to request ClearRisk’s Security Program documentation detailing Application Security, Data Centre Security, Compliance and Certifications.