PINS

PINS

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Overview

PINS simplifies insurance compliance management through automated certificate collection, renewal tracking, and audit-ready reporting. Teams can monitor insurance coverage requirements and maintain organized documentation from one location. While certain approval processes may require additional user input, the platform provides a practical way to manage large volumes of insurance records.

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Starting Price
Custom

PINS Specifications

  • Compliance Management
  • Document Management
  • Workflow Automation
  • Audit Management
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What Is PINS?

PINS is a cloud-based insurance compliance and certificate management platform that centralizes the collection, review, and tracking of insurance documents. The software includes certificate of insurance (COI) tracking, compliance monitoring, AI-assisted document review, renewal tracking, reporting, and record management capabilities. It maintains a single repository for insurance records and monitors policy requirements against submitted documentation. By replacing disconnected administrative workflows with structured processes, PINS gives teams a more consistent way to manage insurance compliance and keep documentation current.

What Is PINS Best For?

PINS software stands out for its AI-powered insurance document review capability. The feature helps review COIs, endorsements, and other insurance-related documents against predefined coverage requirements. It helps teams identify missing coverage, policy deficiencies, and compliance issues more quickly while highlighting records that require additional attention. This reduces manual review and promotes greater consistency across insurance compliance processes.

How Much Does PINS Cost?

PINS pricing is estimated to range from $500/month to $3,000+/month, based on industry benchmarks for cloud-based insurance compliance and COI tracking platforms with automated monitoring, AI-assisted document review, and renewal management capabilities. PINS follows a custom pricing model as the pricing is based primarily on annual COI volume.

In addition to the base platform fee, businesses should keep the following potential costs in mind based on the industry benchmarks:

  • Implementation And Compliance Configuration: $1,000–$10,000 for insurance requirement configuration, workflow customization, compliance rule mapping, and administrative onboarding
  • Historical Document Migration: $500–$5,000 for organizations transitioning from spreadsheets and legacy tracking systems
  • Advanced AI Review And Compliance Automation: $2,000–$15,000 annually
  • Enterprise Integrations And API Connectivity: Often around $1,500–$12,000 annually

Organizations evaluating insurance compliance software often view solutions in this category as a worthwhile investment when they significantly reduce manual certificate tracking, compliance review workloads, and insurance-related administrative risk.

Request a custom PINS cost quote for your business.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

PINS Integrations

The platform supports integration with multiple systems and platforms, such as:

How Does PINS Work?

Log in to PINS Advantage and access your organization's insurance compliance dashboard.

  • Configure insurance requirements, coverage limits, and compliance rules for vendors, contractors, and other third parties
  • Import or add entities whose insurance documentation needs to be monitored
  • Collect COIs and related documents through automated request and submission processes
  • Review submitted insurance documents against predefined coverage requirements to identify compliance deficiencies
  • Track policy expiration dates, endorsements, and coverage updates from a single repository
  • Receive alerts when insurance documents are missing, expired, or no longer meet compliance standards
  • Generate compliance reports and maintain audit-ready records for ongoing risk and insurance oversight
Book a PINS demo to learn more about its functionality and offerings.

Who Is PINS For?

PINS serves organizations across various industries and sectors that need to track, review, and maintain insurance compliance documentation, including:

  • Construction
  • Public agencies
  • Property management
  • Airports
  • Transportation
  • Insurance agencies
  • Risk management

PINS Use Cases

Based on PINS's product positioning and insurance compliance management capabilities, we have identified key scenarios where the platform is commonly used to collect, monitor, and maintain insurance documentation across contractors, vendors, tenants, and other third parties:

Construction Firms Tracking Contractor Insurance Compliance

Construction companies regularly work with multiple contractors and subcontractors; each of which is required to maintain specific insurance coverage before accessing a project site. Managing certificates of insurance, endorsements, and renewal dates through spreadsheets or email chains make it difficult to confirm whether coverage remains current throughout the project lifecycle. PINS provides a centralized environment for collecting and tracking insurance documentation while comparing submitted records against established requirements. This gives project and compliance teams greater visibility into contractor coverage status and helps maintain consistent documentation across active projects.

Public Agencies Managing Vendor And Third-Party Insurance Requirements

Public agencies often engage consultants, contractors, maintenance providers, and other vendors that must satisfy insurance requirements before work can begin. Reviewing documentation from numerous external parties can become time-consuming, particularly when records are stored across multiple systems. PINS organizes insurance documents, renewal schedules, and compliance records within a single platform, allowing agencies to maintain oversight of third-party insurance obligations. As a result, compliance records are easier to access during audits, reviews, and procurement activities.

Property Management Companies Monitoring Tenant And Vendor Coverage

Property management organizations frequently oversee insurance requirements for tenants, service providers, maintenance contractors, and other external parties operating within managed properties. Coverage can lapse, policies may be updated, and documentation requirements often vary between locations and contracts. PINS maintains insurance records in a shared repository and continuously tracks policy status against predefined requirements. This allows property management teams to identify coverage deficiencies sooner and maintain more accurate insurance records across their portfolios.

Airports Coordinating Insurance Compliance Across Multiple Stakeholders

Airports interact with a broad network of airlines, concessionaires, contractors, maintenance providers, transportation partners, and service vendors, each carrying out distinct insurance obligations. Tracking documentation manually across numerous stakeholders can create administrative challenges and limit visibility into compliance status. PINS consolidates insurance records, coverage requirements, and renewal monitoring into a single system, making it easier to oversee insurance compliance across complex operational environments. This provides airport administrators with a clearer view of third-party coverage and supporting documentation.

Is PINS Right For You?

Are you looking for a centralized way to track certificates of insurance and monitor compliance requirements across third parties? PINS Advantage is built for organizations that need greater control over insurance documentation without relying on spreadsheets, emails, and manual follow-ups.

The platform addresses common challenges such as expired policies, missing insurance documents, and inconsistent compliance tracking. By maintaining insurance records in a single system, it gives teams a clearer view of coverage status and outstanding deficiencies.

PINS supports contractual compliance through contract-specific insurance requirements, compliance tracking, deficiency management, and audit-ready records. It also supports organizations managing large volumes of insurance records while scaling across vendors, contractors, tenants, and compliance documentation.

Still not sure if PINS is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.

PINS Features

Automated COI Collection

PINS features automated COI collection that simplifies the process of obtaining certificates of insurance and supporting documents from vendors and brokers. Requests are sent through a structured submission workflow, reducing the need for repeated follow-ups and manual outreach. This creates a more organized process for gathering insurance documentation and keeping records up to date.

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Contract-Specific Insurance Requirements

Insurance requirements often vary between contracts, vendors, and projects. Contract-specific insurance requirements allow teams to define coverage criteria based on individual contracts, jobs, or business relationships. This provides greater flexibility when managing multiple vendors while helping ensure that submitted documents are evaluated against the correct requirements.

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Compliance Tracking And Deficiency Management

Keeping track of missing coverage, expired policies, and incomplete submissions can become difficult as insurance records grow over time. This capability maintains ongoing visibility into compliance status and highlights deficiencies that require attention. As a result, teams can address potential issues before they affect operations or create unnecessary risk exposure.

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Automated Renewals And Reminders

Insurance policies require ongoing monitoring to ensure documentation remains current. Automated renewals and reminders send renewal requests and follow-up notifications before coverage expires, reducing reliance on manual tracking. This helps maintain continuity in compliance processes while minimizing the likelihood of overlooked expiration dates.

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Approval, Waiver, And Exception History

Managing insurance compliance often involves documenting approvals, waivers, and special exceptions. PINS maintains a record of these decisions along with supporting notes and historical actions. Having this information readily available provides greater transparency and makes it easier to review previous compliance determinations when questions arise.

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Audit-Ready Records And Reporting

Audit-ready records and reporting centralize compliance documentation, communication history, and insurance-related records in a single location. Teams can generate reports and retrieve supporting information without searching through disconnected systems. This improves record accessibility and simplifies preparation for audits, reviews, and compliance inquiries.

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Pros And Cons of PINS

Pros

  • Reduces administrative effort by centralizing insurance documents and compliance records

  • Makes certificate renewal tracking easier through automated reminders and notifications

  • Improves visibility into approved, pending, and missing insurance requirements

  • Helps teams stay organized with centralized vendor and contractor records

Cons

  • Approval workflows may require additional manual actions for complex submissions

  • Some reporting and data export capabilities may feel limited

  • External users may require guidance when submitting insurance documentation

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Frequently Asked Questions

What types of pricing plans does PINS offer?

PINS follows a custom pricing model. However, based on estimated pricing, costs typically range from $500/month to $3,000+/month depending on certificate volume, compliance complexity, and organizational requirements. Request a personalized PINS price quote for accurate costs.

Who are the typical users of PINS?

PINS is commonly used by general contractors, public agencies, property management, insurance agencies, and airports.

What language does PINS support?

The software offers support in the English language only.

Does PINS offer an API?

Yes, PINS does offer API capabilities.

What other apps does PINS integrate with?

PINS software integrates with several third-party platforms, including Tyler Technologies, Procore, Workday, COINS, Viewpoint Vista, PropWorks, and Microsoft Power BI.

Does PINS have a mobile app?

No, PINS does not have a dedicated mobile app.

What level of support does PINS offer?

The vendor offers support through phone, email, online contact forms, implementation assistance, and customer success services.