Automate renewals for your
certificates of insurance.
Maintain, update, and renew certificates of insurance automatically with defined
business rules. Using workflow automation functionality, email reminders can be
sent to vendors, business units, and the insurance department to remind them
when a certificate of insurance is past due or out of compliance. Members and
agents have self-service capabilities, with the ability to generate certificates for
which they have permission or to request certificates from an underwriter.
THE RISK POOLS PLAYBOOK Using Data to Win & Retain Members
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