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Ratings and Reviews 0 Ratings
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What is RiskPartner?
Presenting a powerful and user-friendly online software that streamlines the handling of incoming certificates of insurance. This platform offers a comprehensive view of certificates, compliance indicators, and risk evaluations for a range of parties, including vendors, suppliers, tenants, subcontractors, franchisees, and carriers. With our straightforward solution, you can manage your certificates of insurance effectively, all while enjoying a meticulous approach that conserves both time and resources and improves the overall workflow of insurance management. Empower your team with this easily accessible solution, which includes a self-service interface that enables smooth and efficient management of your COI processes. Utilize our advanced rules-based automation engine to promote more effective interactions with your vendors, suppliers, tenants, subcontractors, and franchisees. Additionally, this platform provides access to a centralized database that houses certificates, requirements, vendors, and vital compliance information, ensuring you have real-time insights to keep you updated on crucial compliance metrics. By implementing this software, your organization can experience substantial enhancements in efficiency and accountability throughout all insurance management tasks, creating a more streamlined and effective operational environment. Ultimately, this solution stands as a vital tool for any business aiming to enhance its insurance management practices while ensuring thorough compliance.
What is CertChase?
CertChase is an intuitive online platform specifically designed for general contractors and remodelers, enabling them to effectively manage subcontractor certificates of insurance (COIs) and trade licenses. Users can conveniently import subcontractor details through spreadsheet copy-pasting or by uploading CSV files, set deadlines for document submissions, and generate unique upload links for subcontractors, all without the need for those subcontractors to create an account. The platform utilizes advanced technology to extract critical data from uploaded PDF documents, identifies any missing, expired, or inadequate coverage papers, and sends automatic email reminders until all compliance standards are fulfilled. Moreover, a detailed status board offers a snapshot of subcontractors' compliance, highlighting those who are current, those with upcoming expirations, and those needing additional follow-up. With an option for a shareable view and a weekly summary, teams managing projects and operations can efficiently monitor all necessary documentation. This service is particularly ideal for teams that wish to handle vendor compliance in-house rather than outsourcing the review process, thus ensuring enhanced oversight and organizational efficiency. Furthermore, the platform’s user-friendly design allows for seamless collaboration among team members, making it an indispensable tool in the construction and remodeling industries.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Version
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
RiskPartner
Date Founded
2009
Company Location
United States
Company Website
www.riskpartner.com/products/certificates-of-insurance-management-solution
Company Facts
Organization Name
CertChase (gocertchase.com)
Company Location
United States
Company Website
gocertchase.com
Categories and Features
Certificate of Insurance (COI) Tracking
Not specified
Risk Management
Not specified
Categories and Features
Certificate of Insurance (COI) Tracking
Not specified