Certificate Management Solutions: Certificate of Insurance Tracking Service

Outsourcing to CMS

If you’ve tried tracking your insurance certificates internally, you probably realize that it’s not a simple process. As your company grows, you just don't have the manpower, computer systems or insurance expertise to manage your certificates effectively. Certificate tracking is perfect for outsourcing.

You can trust CMS to manage the entire process of soliciting, validating and electronically storing your incoming certificates of insurance.

CMS insurance certificates workflow.
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Enterprise-Level Tracking Technology

Our online tracking system enables us to economically provide more sophisticated and higher levels of service to our customers. The flexibility of the system is due to the highly data-driven design which allows for many system changes and adjustments to be made without further programming. This approach reduces the time it takes CMS to react to customer requests.

An individual web page is created for each customer to access their data. Through this web site, you can view your vendor compliance, sort all certificates of insurance and run compliance reports. CMS also has developed a series of sophisticated reports that allows grouping of certificates by projects or divisions.


Example Reports
Request our information packet to see
full-sized example reports

Professional Certificate Tracking Services

Review of Existing Insurance Requirements
We will review the existing insurance requirements that you are placing on your vendors, to ensure proper coverage. We will work with you to generate the correspondence necessary to properly communicate this information to your vendors.

Generation of Custom Reports
We archive your information and generate custom reports for you to view the pertinent information within our system. This is very important for national or international companies.

Archiving of Information on CD-ROM
Our goal is to help you achieve a paperless office. We can index information that you already have and provide it online or on a CD-ROM for future reference.

Commercial Loan Review
We provide assistance to banks by evaluating their large commercial loans for proper insurance coverage. We then scan and index these loan documents into the system and provide a letter of review to the Bank or other institution.

Risk Management Consulting
We have access to a full risk management consulting staff to assist companies or government entities in evaluating their business processes and needs.

Workers Compensation Cost Containment Consulting
Since we track and issue certificates of insurance, we have access to a full staff of Workers Compensation professionals that can help you with Cost Containment.

Business Practices Review
We can help you document your business practices and review those for compliance. We have internal and external personnel that are willing to assist you with your risk management practice review. We work with affiliated Risk Management Consultants or other groups as required.

Learn More
Contact us to receive a free information packet.