EBIX - COI Tracking

Insurance Certificates Management

Built by Ebix, Inc
Supported by Ebix, Inc
6 Installs
Overview
Functionality
Pricing
Security & Compliance
Support
App Type
Data Connector
Categories
Legal & Compliance
Available inThe partner did not provide this information.
Website

Overview

Integration Summary

The necessity to monitor and validate the insurance status of companies with whom you do business is an essential element in your overall risk control program. Created specifically for the commercial and residential construction industries, CertsOnline is a Full-Service Certificate of Insurance Management intended to relieve your organization of the time consuming, labor-intensive responsibility of insurance compliance activities. In the Full Service Tracking Approach, EbixRCS is responsible for: establishing and maintaining the insurance tracking database and managing all of the day-to-day transactional processes, soliciting evidence of insurance coverage, identifying and following up on deficiencies, recording and acting on coverage renewal dates and providing insured level and management level reporting. Clients do not require to keep two systems at a time, a single ‘sign on’ will be established where insurance compliance status and other required information will be pushed into the existing platform with the help of Web APIs and seamless integration using XML, JSON, etc. Our interface is both uni and bi-directional with the ability of both pulling and pushing the data. All data is exchanged through approved agreements between Ebix and Clients.

Functionality

How it Works

Step 1: Client of Procore is interested in Ebix and becomes a client. Step 2: Ebix does its independent implementation on its platform to perform services. Step 3: Client expresses its requirements (data fields) for integration. Step 4: Ebix uses Procore's open APIs to send the insured/vendor data to Procore and vice versa on a real-time basis.

Features

  • Insurance Certificate Tracking
  • Automate collection and review of insurance certificates
  • Vendor/Contractor Insurance Compliance

Integration Requirements

  • License to Ebix services

Required Procore Tools

Tools information not declared by the Partner. This app may not require specific Procore tools for its proper functionality. If you have any questions, please contact the partner for more information.

Pricing Information Not Available

The pricing details for this app have not been specified. Contact the partner for more information.

Security & Compliance

Security & Compliance Information Not Provided

The Partner did not provide the Security & Compliance information.

About Ebix, Inc

Ebix is the largest provider of insurance certificate management services in North America and worldwide. We work with over 750 organizations across 27 different industry verticals and manage millions of certificates annually. Our services help in achieving a comprehensive compliance status for every certificate of insurance that a business requires. Our certified risk professionals & consultants have been helping organizations minimize their 3rd party risk & exposure for over 25 years, while also automating their insurance compliance process, leading to minimal claims & administrative costs.