CertFocus Has the Industry’s Top Reputation in COI Compliance

Discover the innovative differences that make our service-based approach the best solution for your company.

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The Features You Want. The Performance You Demand.

CertFocus offers a best-in-class approach to enhance your certificate of insurance tracking and management process. Our powerful system allows you to easily determine the compliance status of any of your business partners. Vertikal backs it all with support staff with the requisite  expertise to respond to questions and resolve exceptions as they arise. Vertikal develops  a customized approach for each client based on their desired level of service. 

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Contact us to learn how Vertikal can help your organization implement an efficient and effective COI compliance management system.

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Administrator Access

  • Create and edit users.
  • Reject or approve certificates of insurance and related documents.
  • Easily approve waivers or exceptions and maintain a detailed audit trail.
  • Efficiently manage escalations with your dedicated customer success support team.

Alerts, Notifications and Confirmations

  • Timely notifications to advise insured/broker of actions needed to resolve deficiencies
  • Optional follow-up phone calls. 
  • Email alerts to inform on compliance status and pending items.
  • Customizable notification language to align with clients’ desired text/tone messaging.
  • Notifications featuring client branding/logo to enhance legitimacy and increase recipient understanding.

Collaboration and Cross-Referencing

  • Alert messages regarding certificates pending review (self-service).
  • Updates, comments and notes sharing for collaborators.
  • Checks COI against requirements and flags deficiencies.
  • AM Best Guide integration to ensure that carriers provide coverage that meets your minimum rating threshold.

No Risk.
No Obligation.

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Capacity

  • Unlimited document storage .
  • Unlimited sets of coverage requirements.
  • Unlimited categorization/report groupings.
  • Unlimited access to retrieve, view, and print all documents.

Simple, easy to use dashboard configurations and reporting.

  • Dashboard report widgets provide easy-to-understand graphics describing trends and overall compliance status.  
  • Auto-generated, exportable reports in PDF, Excel or CSV format.
  • Scheduled emailing of reports at users’ desired cadence. 

Data Integration

  • Automated bi-directional or uni-direction data transfer via open API or other preferred transfer method. 
  • SSO capability.
  • Automatic notifications if insurance carrier’s rating drops below acceptable levels.  
  • Real-time updates of changes in compliance status to your internal management system (e.g. ERP, AP, Vendor Management, etc.).