PINS - Top-Rated Software Platform

COI tracking software with AI powered insurance review

Increase subcontractor and vendor compliance, reduce risk, and stop living in spreadsheets.

Frame 1385 Increase third party compliance across projects
Frame 1385 Reduce exposure to uninsured claims and surprise costs
Frame 1385 Automate COI collection and review while you keep control

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Trusted by teams managing 100s to 1000s of COIs per year

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When COI tracking is manual, compliance suffers

Spreadsheets and inboxes turn COI tracking into a reaction game, with problems only show up when something breaks.

 Group 47657-2  Late discovery - Expired COIs surface when payment gets held, not weeks earlier when you could have fixed it calmly.

Group 47657-2   No single picture - Nobody can answer, in one click, who is compliant and who is not.

Group 47657-2   Endorsement drag - Reading endorsement forms for things like additional insured language, primary and non contributory, inclusion of ongoing and completed ops, etc.  takes longer than it should.

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The thing I love most about PINS is everything. It used to take us 2 days to send expired notices, but now I literally press a button and I get all my expired notices done within 5 minutes. Our experience with PINS Customer Service has been outstanding, you can’t beat it!

Cyndia Ryan 

Risk Manager, C.W. Driver 

How PINS raises compliance and lowers risk

PINS automates collection and review of COIs and endorsements so your team can focus on decisions, not document hunting. You set the rules, PINS AI Assistant does the heavy lifting, and your compliance rates go up.

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Collect COIs automatically

PINS emails request  COIs based on the requirements you set and third parties upload directly to your portal. Your team spends less time chasing documents.

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Review with PINS AI Assistant

Our AI Assistant reads COIs, policies, and endorsements and answers your key coverage questions in yes/no format with plain language reasoning for you to approve.

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Decide and document

Approve, request additional documents and coverage, or waive the requirement. PINS updates status and keeps a clean record for renewals and reviews.

What this looks like in practice

Teams that move from spreadsheets or outdated tools to PINS see quick, measurable gains.

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90%+ Compliance

More subs and vendors in good standing. Compliance rises when reminders and AI review run in the background.

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80% Admin Time Savings

Less manual chasing and re-review. Your team spends more time on actual risk management, not document hunting and email follow up.

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10% Reduction in Claim Payouts

Fewer uninsured surprises. Gaps show up before something breaks, with a clear record when questions come up later.

Who PINS is built for

PINS is a strong fit if you are past the point where spreadsheets can keep up.

Subcontractor heavy projects with hundreds or thousands of COIs per year, where one missed certificate can create costly exposure.

Complex vendor networks and strict requirements that need clarity, audit ready records, and consistent enforcement.

Sprawling premises, decentralized departments, and complex insurance requirements that need clarity, audit ready records, and consistent enforcement.

Multi site operations with recurring vendors, staggered renewals, and uneven compliance across locations.

 

Offer COI tracking as a service without building a large back office, while keeping your team in control of client relationships.

Any organization tracking hundreds or thousands of certificates each year that needs clearer visibility, fewer manual steps, and a cleaner audit trail.

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    PINS has been a game changer for our insurance tracking! PINS has saved CSM Group a tremendous amount of time when it comes to entering data and sending notifations to our trades. PINS customer service team is incredibly responsive and has implemented specialized tools to save us time such as the easy-to-use Cloning Tool. 

    Mike Louwaert Project Engineer, CSM Group

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    PINS creates transparency, everyone is on the same page with compliance items. What used to take 3 people is now done by 1 person. Which freed them up to take on other key initiatives like safety compliance and SDI programs.

    Kendall Thornley Sr Risk Specialist, Morley Builders

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    Utilizing PINS has allowed us to effectively keep up with insurance information for thousands of vendors and contributors working at/for LAWA. The thought of having to keep track of subcontractors and document and policy expiration dates without PINS is a nightmare. PINS has allowed LAWA to function effectively, maintain a system of document control and respond in a timely manner.

    Stacy Davis Risk Manager, Los Angeles World Airports

See PINS in action

If COI tracking has become the part of your risk program nobody wants to own, PINS can take the busywork off your team while driving higher compliance and lower risk.

Group 20  See how automated collection and AI review fit your process
Group 20  Understand what higher compliance could mean for exposure and claim outcomes
Group 20  Get a clear picture of how PINS works with your existing tools

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