Insurance Certificate Management

Insurance can be complicated. Insurance Certificate Management shouldn't be.


Simplify insurance certificate management by tracking all external parties in a single location, automating expiry email reminders, and enabling online submissions.

Track compliance and attend to deficiencies with easy-to-use dashboards that offer complete visibility into the COI status.

Directly communicate issues with contracted parties through ClearRisk’s email system and eliminate redundant data entry.


        Improve Your Certificate Management


ClearRisk's Insurance Certificate Management software on a tablet

Insurance Certificate Management Solutions

Certificate Tracking

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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

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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

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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

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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, which is then searchable by title, subject, or content for quick retrieval. Export and share documentation with outside parties in one click.

Online Web Portal

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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.


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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.


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Combine data from all modules to efficiently identify areas that require further attention with customizable graphs and charts. When reporting on claims, incidents, trends, assets, or policies, you can quickly receive a snapshot of initiatives and measure their effectiveness.

Data Migration

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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, 3rd party software providers, or past and current service providers such as TPAs, adjusters, and carriers.


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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.


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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.


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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. We take great pride in working with our partners to provide the most secure platform available. Contact us to request our Security Program documentation detailing Application Security, Data Centre Security, Compliance and Certifications.