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What is TrackSurePro?

Navigating the complexities of compliance and risk management can be challenging without the right tools at your disposal. This is where TrackSurePro’s innovative COI tracking software comes into play, serving as the perfect answer for overseeing certificates of insurance. The cutting-edge software streamlines the complicated process of COI management, turning it into a straightforward and hassle-free task. COI tracking, which entails monitoring certificates of insurance, is vital for ensuring that these documents are up-to-date and in line with your organization’s compliance requirements. In the complex environment of modern business, effective COI tracking is not just beneficial; it is essential. By implementing a thorough COI tracking system, you not only safeguard your business against potential risks but also reinforce compliance with regulations while boosting operational efficiency, leading to a more seamless workflow. Properly managing COI tracking empowers organizations to lessen their liability exposure, guaranteeing ongoing protection, adherence to regulations, and operational success—all of which play a crucial role in achieving long-term sustainability. Furthermore, this proactive approach to risk management fosters a culture of accountability and responsibility within the organization.

What is Insure Assist AI?

Insure Assist AI is tailored to support independent commercial insurance agencies in the efficient management of policy documentation and the swift issuance of certificates of insurance. The operations team, powered by AI, thoroughly reviews commercial policy packets, which consist of declarations, schedules, and endorsements, to identify coverage limits, gaps, and exclusions by consulting the necessary carrier PDF pages. Moreover, the platform streamlines the creation of ACORD 25 and ACORD 28 certificates, facilitates the extraction of endorsements, and keeps track of certificate holders, offering the added advantage of direct email delivery via Microsoft 365 or Google Workspace accounts. A broker-managed client portal, which is user-friendly, allows commercial insureds and contractors to conveniently request or download approved certificates directly from their smartphones. Agencies can optimize this system for a range of tasks such as policy intake, coverage evaluations, certificate workflows, and enabling clients to enjoy self-service capabilities, which ultimately boosts operational efficiency. By simplifying the insurance process, this all-encompassing solution not only makes it easier for agencies but also enhances the overall experience for their clients, fostering stronger relationships and improved service delivery.

Media

Media

Integrations Supported

Integrations Supported

Google Workspace
Microsoft 365

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

TrackSurePro

Company Location

United States

Company Website

tracksurepro.com/coi-tracking/

Company Facts

Organization Name

Insure Assist AI

Date Founded

2026

Company Location

United States

Company Website

insureassistai.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

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RiskRemedy

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