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The Modern Way to Manage Compliance

We've heard it from virtually everyone we speak to: COI has become a four letter word. While you and your clients may be cursing them under your breath (#@$%!), that word is risk. 

The truth is, mismanaged COIs account for millions in losses every year. Even more money is wasted in excess insurance premiums for companies with terrible or non-existent risk programs.  

We've heard the list of excuses: "We don't have the time", "Our tools are outdated", "We just don't need to worry about that sort of thing."

Your clients no longer have an excuse. Getting their risk and compliance in check has never been easier, faster, or more innovative. We've built our entire company around it. So they don't have to. 

TrustLayer Dashboard_COI Compliance Certificate of Insurance

Automate contractual risk transfer

It only takes one second for an accident to happen – one claim can cost thousands in premiums and millions in litigation. Are your clients sure they're covered?

They might think "we're good," but those outdated PDFs, or worse, paper files say otherwise. If they gave it a second thought -- can they be certain that they're sufficiently covered against vendor claims?

TrustLayer enables them to gain visibility and control of their vendor risk. Automate 70% of COI verification and make sure their third-party vendors and suppliers have adequate coverage.

Best COI tracking tool TrustLayer Certificate of Insurance

A Workflow so Fast, They'll Put Their Current Tool on Notice.

With TrustLayer, your clients can collect and manage compliance documents (such as COIs, W9, business licenses, and more) 6x faster than with a manual process.

No more spreadsheets, back-and-forth emails, or Dropbox/OneDrive uploads!

Send personalized requests, store documents, communicate with stakeholders, access reporting and analytics – our cloud-based platform automates it all.

Better still, your clients can sync TrustLayer with your favorite tools: Procore, Sage, Viewpoint Vista, and QuickBooks.

How does it work? Glad you asked.

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Send a document request

Customize your request for a document type, vendor type, and compliance requirements.

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Allow our AI to extract data

Our technology will scan uploaded documents and review them in seconds.

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Verify uploaded documents

We give you the big green checkmark and flag any issues quickly for you to make an informed business decision about your risk.

What TrustLayer Can Do For Your Clients

Customize document collection for each type of vendor

The platform allows you to design as many risk profiles as you need to meet your unique corporate policies.

We understand that compliance requirements vary based on the type, location, size of vendor, and the projects they are involved in.

Once you set them up, automation will do its magic - collect, verify, and check documents against risk profiles flagging insufficiencies.

Automated COI Expiration Management Certificate of Insurance TrustLayer

Help your Clients Manage Risk Transfer