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COI Essentials
  • Martin Mick
  • 18 February 2017
  • Martin Mick is the co-founder and CEO of Docutrax.
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Certificate of Insurance tracking - eight rules you must follow.

There are a lot of things that can go wrong when dealing with certificates of insurance (COIs). Mistakes are made, things fall through the crack and some important details are completely overlooked. The checklist below covers the most common problems found in issuance, collection, evaluation, notification and monitoring of COIs.

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COI Essentials
  • Martin Mick
  • 11 February 2017
  • Martin Mick is the co-founder and CEO of Docutrax.
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Double your COI compliance in 30 days.

Yes, it can be done, but like all complex processes it requires discipline, attention to detail, and consistency.

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COI Essentials
  • David Stewart
  • 21 January 2017
  • David Stewart is the National Account Executive for the Pacific Region of Docutrax. He is a licensed insurance broker and former underwriter.
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Five things you probably didn't know about ACORD and Certificates of Insurance.

We take the ACORD form for granted, we see hundreds every day, but many people find the whole certificate of insurance process confusing. Here's a few questions we get asked all the time:

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Process Improvement
  • David Stewart
  • 9 January 2017
  • David Stewart is the National Account Executive for the Pacific Region of Docutrax.
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Having a Certificate of Insurance on File Isn't Enough.

Once we finally receive the much sought after Certificate of Insurance and place it in our electronic folder we sigh with relief. Well not so fast…..

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Process Improvement
  • Martin Mick
  • 27 December 2016
  • Martin Mick is the co-founder and CEO of Docutrax.
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Why your compliance is low.

We all know the challenges of tracking certificates of insurance and maintaining proper coverage compliance – too many moving parts, technically complex, not enough resources, not enough knowledge, or time, and so on. But wait a minute. At the end of the day, are these reasons or excuses? Is something else going on?

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COI Essentials
  • David Stewart
  • 21 November 2016
  • David Stewart is the National Account Executive for the Pacific Region of Docutrax.
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Certificate of Insurance Basics

There are numerous topics of discussion available on the internet pertaining to certificates of insurance (COI). However, there is very little information regarding the management of certificates of insurance and other related insurance documents.

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Insurance Law
  • David Godwin, Esq.
  • 13 September 2016
  • G. David Godwin, Esq. is an attorney with the global law firm Squire Patton Boggs.
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COI Showing the Holder as Additional Insured Not Binding on the Insurer

Facts:On June 16, 2016, the Federal District Court for the Northern District of Indiana affirmed the general rule that certificates of insurance cannot alter the terms of a policy.

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COI Essentials
  • David Stewart
  • 13 September 2016
  • David Stewart is the National Account Executive for the Pacific Region of Docutrax.
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You're telling me they don't have coverage?

When was the last time you or someone within your organization reviewed the insurance provisions contained in your various lease and vendor agreements?

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