The Features You Want.  The Performance You Demand.

CertFocus offers the industry’s best approach to enhance your certificate of insurance tracking and document management process. Our powerful platform allows you to easily configure your personalized risk dashboard based on your preferences. Vertikal backs it all with premium support from certified industry experts with specialty services that match your company needs and industry specifications. Your business needs a customized approach with a solution that’s unlike any other. At Vertikal, we make it possible.

No Risk.
No Obligation.

Administrator Access

  • Create and edit users
  • Reject and approve certificates of insurance and related documents
  • Easily approve waivers or exceptions and maintain detailed audit trails
  • Efficient management of escalations and advanced communication tools with your dedicated insurance credentialed account manager

Alerts, Notifications and Confirmations

  • Sends email alerts automatically to insureds and their brokers
  • Telephone calls are included with our service
  • Notifies if accepted or rejected (with explanation)
  • Confirms receipt of COIs with users and insured
  • All notifications are created to your company nomenclature and configurable to have your logo included

Collaboration and Cross-Referencing

  • Messages documents pending certificates for review
  • Collaborators can share updates, comments and notes
  • Checks all COIs against original requests and flags deficiencies
  • Audit trails and intelligent segmentation tools

No Risk.
No Obligation.

Unlimited Storage

  • Store an unlimited number of insurance sets, unlimited hierarchies, along with allowing for unlimited sets of risk criteria
  • Name and store all COIs, contracts and supporting documents
  • All document images are retrievable, viewable and printable

Multiple Reporting and Dashboard Configurations

  • Configure dashboards to individual user requirements
  • Auto-generate and export reports in PDF, to Excel CSV format
  • Monitor custom KPI modules in real-time
  • Integrate CertFocus data with your critical business systems

Visible Carrier Insurance Ratings

  • Features integration with AM Best and ratings for the insured’s carriers are tracked according to your required standards
  • Helps to establish and enforce your minimum rating threshold
  • Requests can be made for new insurance carrier if carrier rating drops