SERVICE LEVELS

CertFocus offers a variety of service levels, from self- to full-service, to streamline certificate of insurance tracking and management in ways you never thought possible. Examine the wealth of features and benefits our service levels provide and you’ll see document compliance in a

whole new light.
FEATURES Self Service Solution Full Service Solution Vendor Partnership Solution
COI Collection By Fax, Email or US Mail
Customer Creates Specific Insurance Requirements
COI Data Entry for Comparison Purposes
Deficiencies Highlighted in RED for Easy Compliance Review
Customer can Accept or Reject COI
Customer can Run Reports from Website Anytime
Automated Email Deficiency notifications
Project Profile Setup with Specific Insurance Requirements
COI Compliance Review by CIC and or CRIS Accredited Account Manager - Optional
COI Expiration Follow-Up by CIC, CPCUc CISR and/or CRIS Accredited Account Manager - Optional
Deficiency Notifications sent by CIC, CPCUc CISR and/or CRIS Accredited Account Manager - Optional
Phone Call Follow-Up for Non-Compliance by Insurance Professional - Optional
Dedicated Insurance Professional Account Manager - Optional
Customized Landing Page Optional Optional
Vendor Pays for Submission of Documents Optional Optional
System Integrations Optional Optional Optional
Customized Reports Optional Optional Optional
Dedicated Server Call for info Call for info Call for info
PRICING Call for info Call for info Call for info