Resources

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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.

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.

Top 10 Insurance Terms Made Simple

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 Learn to spot risks faster, uncover hidden red flags, and see the true cost of outdated COI tracking.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 True Cost of Manual COI Tracking

On paper, manual COI tracking looks simple: a vendor emails a certificate, someone reviews it, logs it in a spreadsheet, and files it away. Done.

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.

Signs Your COI Process Is Putting You at Risk

On the surface, your COI process might look fine. Vendors send certificates. Someone reviews them. A spreadsheet gets updated. Projects move forward.

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.

Top 5 COI Mishaps That Cost Businesses Time, Money, and Trust

Certificates of Insurance (COIs) look harmless. One tidy page, a few boxes, a signature. Easy, right?If only.