Features & Quick Stats
Key Features
- Certificate of insurance tracking and compliance monitoring
- Vendor, subcontractor, and tenant document management
- Automated renewal tracking and compliance notifications
- Custom dashboards, reporting, and audit visibility
- Integration with accounting, procurement, and operational systems
- Self-service and fully managed compliance service options
- Endorsement, contract, and related document tracking
- Role-based user access and centralized compliance workflows
Core Business
Certificate of insurance tracking, vendor compliance management, and document compliance services for organizations with complex third-party insurance requirements. CertFocus supports industries including construction, property management, hospitality, retail, manufacturing, and public sector operations.
How CertFocus Helps Independent Agents & Brokers
CertFocus helps organizations reduce the administrative burden of tracking COIs and related compliance documents across vendors and subcontractors. The platform improves visibility into compliance status, automates follow-up workflows, and helps teams reduce risk exposure while keeping insurance documentation organized and accessible.