Start learning today.
Insurance compliance doesn’t have to be complicated or lonely. This is your hub to fast-track learning!
Admin 101: Build your foundation
Start strong with the essentials. From insurance basics to the hidden life of a COI reviewer, here’s everything new admins need to hit the ground running.
What Is The Difference Between A Policy And A Certificate Of Insurance?
Confused about the differences between insurance policies and certificates? Find out what each one is and when you need them.
What Must Be Included in a Certificate Of Insurance?
Learn what a certificate of insurance should include, from coverage limits and dates to certificate holder details.
How To Check The Certificate Holder on a COI?
Learn how to find the certificate holder on a COI, what the section means, and how to verify details are correct and avoid common mistakes.
When Do You Need A COI For An LLC
Find out when an LLC needs a certificate of insurance, how they protect your business, and how to request one without the awkwardness.
%20and%20Why%20Is%20It%20Critical%20for%20Your%20Business.jpeg)
What Is A Certificate of Insurance (COI): A Complete Guide
Learn all you need to know about COIs in this guide, including what they are, why you need them, what information they contain, and how to request one.
How to Get A COI For An Event?
Confused about how to get a COI for an event? Find out when you need a COI, how to request one from vendors, and what you can do to simplify the process.
What Is A COI Request Form And When Do I Need One?
Find out what you need to know about COI request forms, including when you need one, why they help, and what information they should include.
What Is a COI in Contracting? A Guide
Learn what a COI is for contractors, the coverage types you should request, who must supply the certificate, and when to ask for it in this straightforward guide.
%20Software%20In%202026.webp){kind=tracking}
What Is The Best Certificate Of Insurance Tracking (COI) Software In 2026
In this guide, we break down the features to look for and questions to ask to find the best COI management software for your needs.
How To Add An Additional Insured On A COI
Learn how to add an additional insured on a COI, who to include, when to request it, and how to confirm it’s listed correctly.
How Do You Show Additional Insurance on a COI?
Confused about “additional insured”? This guide explains what it means, where it appears on a COI, how to add someone to your policy, and how to avoid common COI mistakes.
Is COI The Same As Liability Insurance?
Are you a small business owner or operations manager trying to figure out the difference between COI and insurance documents? If so, you're not alone
.jpg)
How To Ask for A COI (And When You Need One)
Request an official Certificate of Insurance (COI) to ensure your vendor has adequate insurance coverage meeting your contractual requirements.
Certificate of Insurance Purchasing Explained
This guide has been designed to break it down in the simplest way possible for you, so you can fully understand what it is, how it works, and why it’s so important.
How To Read A Certificate Of Insurance: A Complete Guide
This guide walks you through every section of a COI, so you can confidently review what your contractors and partners send you.
The Hidden Life of a COI Reviewer: Why Your Work Matters More Than You Think
Here’s the thing about COI review: if you’re doing it well, no one notices.No headlines. No applause. Just smooth projects that move forward because you were in the background scanning dates, chasing vendors, and making sure risk didn’t sneak in through the side door.It’s invisible work — but invisible doesn’t mean unimportant. In fact, it’s the glue holding your company together.
The Top 10 Most Common Insurance Terms And Their Uses
Because decoding a COI shouldn’t feel like translating ancient scrolls.Insurance compliance often reads like a second language. And most of us didn’t exactly grow up dreaming of cross-referencing policy limits.But here you are — wrangling vendor paperwork, making sense of endorsements, and wondering why a one-page document can cause five-alarm headaches.
Insurance 101: What Every Compliance Admin Needs to Know
Learn the basics of insurance compliance so you can start strong and avoid common mistakes.
Admin mastery: Level up your game
Ready to move past the basics? Learn to spot risks faster, uncover hidden red flags, and see the true cost of outdated COI tracking.
Why COI Tracking Eats Your Lunch Break
It’s 12:15. You finally closed your inbox and opened your lunch. Ping. Another COI just landed. Do you eat now and risk forgetting it — or review now and eat later?
The Cost of Manual COI Tracking: The True Guide
Manual COI tracking is costly and risky. SaaS costs $4–$10/yr per COI; full service runs $10–$30/yr. See the real numbers in this complete guide.
Hidden Red Flags: How to Spot Trouble in COIs
On the surface, most Certificates of Insurance (COIs) look the same: one page, lots of boxes, and tiny-print details. But hidden in those lines are red flags that can cost businesses millions if they’re missed.
6 Signs Your COI Process Is Putting You at Risk
Expired COIs, missing endorsements, inbox chaos, renewal fire drills, weak visibility, and burnout — 6 signs of a risky COI process.
Future-proof insurance compliance
From trendspotting to hands-on impact, explore how AI is transforming compliance and what it means for COI management today.
Why AI Is the Future of Compliance
For decades, compliance has been reactive. COI requests go out, vendors drag their feet, endorsements go missing, and spreadsheets wobble under the weight of updates. Compliance teams spend more time chasing paperwork than managing risk.
5 Trends Shaping the Future of Compliance (and What They Mean for COI Management)
Risk and compliance are evolving faster than ever. Businesses face tighter regulations, more complex vendor networks, and rising claim costs. The old way of handling compliance — reactive paperwork, manual tracking, or outsourced stopgaps — can’t keep up.
The AI Advantage: How Smart Tech is Changing COI Review Forever
For decades, COI review was a manual grind. Spreadsheets, inboxes, sticky notes, and late-night scrambles defined the process.
Smarter choices, simplified compliance
Outsourcing, manual tracking, or illumend’s AI-powered platform, see the trade-offs, risks, and why a new model is winning.
Why illumend Is Different: Moving Beyond the Outdated Compliance Model
For years, companies have been stuck choosing between bad options for compliance.
The 3 Paths to COI Review: In-House, Outsourced, or AI
When it comes to managing Certificates of Insurance (COIs), every company wrestles with the same question: how do we make sure vendors are covered without drowning in paperwork?
Manual vs. Automated COI Review: What You Gain (and What You Risk) With Each Approach
For decades, COI review has felt like survival mode. Inboxes flooded. Spreadsheets bloated. Vendors confused.
The true cost of insurance compliance
Insurance compliance isn’t just about paperwork. It’s about risk, reputation, and ROI. Here’s what happens when COIs slip through the cracks.
COI Compliance Scorecard: Where Does Your Process Stand?
With modern tools and AI, that’s changing. Compliance can move from hidden liability to growth driver. This scorecard helps you find where your process stands today, understand the risks of staying stuck, and map the path toward fearless growth.
Broker Myths: “But Our Broker Handles This…” (and Other Misconceptions)
If you’ve ever asked, “Our broker handles this, right?” when it comes to Certificates of Insurance (COIs), you’re not alone.
5 COI Mistakes That Cost the Business Time, Money, and Trust
Certificates of Insurance (COIs) look harmless. One tidy page, a few boxes, a signature. Easy, right?If only.