--- title: TrustLayer - Trusted by the best brokers for fast, easy COI tracking description: TrustLayer | The easiest way to collect and manage insurance certificates and compliance documents | Save Time. Track Compliance. Reduce Your Risk image: https://hello.trustlayer.io/hubfs/Switch%20to%20TrustLayer%20Best%20COI%20Certificate%20of%20Insurance.png --- [![Trust Layer\_Logo\_Full Color- hubspot header](https://hello.trustlayer.io/hs-fs/hubfs/Trust%20Layer_Logo_Full%20Color-%20hubspot%20header.png?width=150&height=53&name=Trust%20Layer_Logo_Full%20Color-%20hubspot%20header.png "Trust Layer_Logo_Full Color- hubspot header")](https://trustlayer.io/) - [Solutions](https://trustlayer.io/#solutions) - [Partners](https://trustlayer.io/partners/) - [Developers](https://trustlayer.io/developers/) - [Resources](https://trustlayer.io/resources/) - [Careers](https://trustlayer.io/careers/) - [LOGIN](https://app.trustlayer.io/) [![Request a Demo](https://no-cache.hubspot.com/cta/default/5532182/68859074-6830-4645-bb8b-cc8d038af30e.png)](https://cta-redirect.hubspot.com/cta/redirect/5532182/68859074-6830-4645-bb8b-cc8d038af30e) ![Trust Layer\_Logomark\_White-01](https://hello.trustlayer.io/hs-fs/hubfs/Trust%20Layer_Logomark_White-01.png?width=400&height=400&name=Trust%20Layer_Logomark_White-01.png "Trust Layer_Logomark_White-01") \+ ![usi\_logo\_white\_web](https://hello.trustlayer.io/hs-fs/hubfs/usi_logo_white_web.png?width=150&height=75&name=usi_logo_white_web.png "usi_logo_white_web") # TrustLayer + USI — Partnership has its benefits... TrustLayer and USI have a strong partnership. Together, we stand to help your book of business conquer compliance management once and for all — without spending countless hours chasing documents and hunting down COIs.  Best of all? We're pleased to offer *preferred rates* and *discounted pricing* that will make your customers say: "Choosing TrustLayer is a no-brainer."   Better still? As partners, it couldn't be easier to sell TrustLayer because we do all the heavy lifting. If you're working with a business who'd be a fit for TrustLayer... all you've got to do is call. Ready to get started? [Schedule a Call](https://hello.trustlayer.io/broker-get-in-touch?hsLang=en) [Pricing Calculator](https://hello.trustlayer.io/broker-pricing?hsLang=en) ## Trusted by the best companies to provide Worry-free compliance tracking done in seconds. Over 100,000 third-parties managed.  Half a Million Documents Tracked and Verified Experience on 2M+ Policies ## Ready-To-Go Collateral Below Our Broker Portal is *the* place for the best and newest TrustLayer Collateral. It's client-ready and designed to make it easy for you to present TrustLayer as an easy win for your clients.  [FREE Client-Ready Collateral](https://trustlayer.journey.io/p/partnerspace) - Brochures and One Pagers - How to Sell TrustLayer - Case Studies - New Opportunity Instructions - Templates and FAQs - Prospect Surveys ### Why TrustLayer is a clear leader... ### 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](https://hello.trustlayer.io/hs-fs/hubfs/Image%20Assets/Landing%20Page%20Images/TrustLayer%20Dashboard_COI%20Compliance%20Certificate%20of%20Insurance.png?width=1496&height=1139&name=TrustLayer%20Dashboard_COI%20Compliance%20Certificate%20of%20Insurance.png "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](https://hello.trustlayer.io/hs-fs/hubfs/Image%20Assets/Landing%20Page%20Images/Best%20COI%20tracking%20tool%20TrustLayer%20Certificate%20of%20Insurance.png?width=1536&height=1017&name=Best%20COI%20tracking%20tool%20TrustLayer%20Certificate%20of%20Insurance.png "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. ![1-4](https://hello.trustlayer.io/hs-fs/hubfs/1-4.png?width=70&height=70&name=1-4.png) #### Send a document request Customize your request for a document type, vendor type, and compliance requirements. ![2-May-13-2022-03-11-07-04-PM](https://hello.trustlayer.io/hs-fs/hubfs/2-May-13-2022-03-11-07-04-PM.png?width=70&height=70&name=2-May-13-2022-03-11-07-04-PM.png) #### Allow our AI to extract data Our technology will scan uploaded documents and review them in seconds. ![3-May-13-2022-03-11-07-02-PM](https://hello.trustlayer.io/hs-fs/hubfs/3-May-13-2022-03-11-07-02-PM.png?width=70&height=70&name=3-May-13-2022-03-11-07-02-PM.png) #### 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. [See it in action](https://hello.trustlayer.io/broker-get-in-touch?hsLang=en) ![Automated COI Expiration Management Certificate of Insurance TrustLayer](https://hello.trustlayer.io/hs-fs/hubfs/Image%20Assets/Landing%20Page%20Images/Automated%20COI%20Expiration%20Management%20Certificate%20of%20Insurance%20TrustLayer.png?width=1496&height=1138&name=Automated%20COI%20Expiration%20Management%20Certificate%20of%20Insurance%20TrustLayer.png "Automated COI Expiration Management Certificate of Insurance TrustLayer") ## Help your Clients Manage Risk Transfer [Find Your Rep](https://hello.trustlayer.io/broker-get-in-touch?hsLang=en) [Pricing Calculator](https://hello.trustlayer.io/broker-pricing?hsLang=en) © Copyright 2026. 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