Request a Demo
Centralized cloud-based data collection & management
Insurance Certificate Management

Making the process centralized, simpler, and worry-free.

Would you like to have more time to focus on what’s important? That’s a key benefit we hear from the risk managers using ClearRisk’s Insurance Certificate Management Solution—risk managers at organizations like Cecilia at City of Burlington, Ontario and Mary Ellen at Superior Plus Corp.

Centralized cloud-based data collection & management

Centralized data management with a user-friendly dashboard offers complete visibility into the COI status for insurance. It applies across any number of locations, departments, and business units and automated renewal email-reminders. Risk managers appreciate that they no longer need to worry about missed renewal deadlines or combing through reams of unsorted data and manual spreadsheets.

Key Stats

Why Risk Managers and Senior Management love ClearRisk.

Enhanced risk management. Greater operational excellence.

Reduced the time spent on manual tasks: Up to 84%


Reduced the time spent on preparing claims data reports: Up to 95%


Reduced the Total Cost of Risk (TCOR): Up to 48%

Insurance certificate analytics dashboard
Key Benefits

How we will help you.

● Accurate tracking and updating of the certificates in a single location

● Analytics (reports/dashboards) available to offer complete visibility into the COI

● Confirm certificate is tied to the right contract

● Automated alerts to respective parties when certificates/contracts are expiring ensures on time renewal

● Users can update insurance providers for receipt of new certificates after expiring

● System integration and automated reporting to external parties

Learn More
Insurance certificate analytics dashboard
Software & Integration

Certificate Tracking

Add efficiency to workflows and stay on top of policies by tracking and managing insurance certificates. Send automated email notifications, receive reminders for expiry dates, search data, and assign various levels of security. Combine the process with our Online Data Intake Tool to automate the process from start to finish.

Contract Management

Manage all contracts with automated triggers and workflows. Organize and search by vendor, location, or any other criteria, and assign each contract to a specific contractor, project, certificate, or location. All supporting documentation can be stored and viewable by selected users.

Vendor Management

Assign specific vendors to certificates or service orders. Draw in history, contact, contract, and cost information automatically to negotiate lower prices while holding vendors accountable. Create activities and tasks and set important reminders.

Document Management

Attach supporting documentation and notes to any record allowing for full transition to a paperless environment. Upload files directly or electronically via email into the document database, searchable by title, subject, or content for quick retrieval. Export and share documentation with outside parties in one click.

Online Web Portal

Immediately capture data from any smart device with our Online Data Intake Tool. This collection method is proven to increase data integrity and capture all necessary information. Mandatory fields and remote access eliminate in-house data entry and make data available for instant analytical reporting, uncovering previously unknown high-risk areas.


Take the guesswork out of data analytics. Reduce costs and improve safety by drilling down to specific claims, incidents, events, and locations.

Modify pre-built report templates such as summary, ad-hoc, TCOR, as-of dates, loss ratios, and claim and incident trends, or create customized reports from scratch with an unlimited number of filters and tools to dissect data. Export reports to PDF or Excel to share outside the platform, or automatically send emails based on schedules or trigger events.


Empower your team with dashboards. Customize and distribute key performance indicators to decision makers and stakeholders in your organization using stunning visuals. ClearRisk's Dashboards allow claims and risk managers, and senior management to see real-time developments of trends, adverse developments, problems areas, and a host of other information and analytics that need constant visibility.

Data Migration

We understand the importance of historical data and enforce strict data integrity rules during implementation. We’ll work with you to clearly define internal processes and understand data relationships. We can migrate data from various internal systems, spreadsheets, and 3rd party software providers, as well as past and current service providers, such as TPAs, adjusters, and carriers.


Our implementation is a thorough process that enables maximum efficiencies and customized workflows to adhere to any internal environment. Our team will work closely with you to define the end goals, system set-up, and customization. We provide project timelines with crucial milestones and desired end dates to keep the project on track.


Business functions and output flourish when automation is enabled and redundant tasks are eliminated. We understand that technology maximizes efficiency and can significantly impact an organization as a whole.

Our system accepts data feeds in and out of the platform to communicate with in-house accounting, HR, and payroll systems; adjusters, TPAs, and carriers; workers’ compensation providers and agencies, and more.


Meet the new you.


Automated process for expiring certificates


Reduced vendor risk


Enhanced data integrity and accuracy


Removed financial wastage


Increased compliance and accountability


Enhanced corporate memory

Tania Morgado, Ivanhoe Cambridge, Risk and Insurance Technician.

“It just makes it easier and more efficient that we have everything on hand all the time, whether someone is on vacation, or we’re working from home, or things happen like a pandemic that you can’t plan for.”

Customers who trust us.

Our Customers
Case Study

ClearRisk’s solution enabled the City of Saint John, NB, to reduce annual claims costs by 50% - a savings of $500,000.

Cary Ecker, Executive Director, Greater Seattle Area

"Service is outstanding. ClearRisk is very customer centric and we appreciate that. Everytime we reach out, it's always followed up. It does not seem they forget about any question that was asked and are always sure to correct the situation. We know we’re not your biggest customer, but you treat us like we are.”

Data Security

We keep it secure.

There's nothing more important to us than the security of your data. We understand how critical it is to your organization as well. We work with the most secure platforms available. Contact us to request our Security Program documentation detailing Application Security, Data Centre Security, Compliance and Certifications.

Interested in learning more?

Let’s Chat.

The next step is to schedule a discovery session so we can understand your risk management needs in more detail.

Contact Us