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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 Purpose Of A COI?
What is the purpose of a COI? Learn why businesses request Certificates of Insurance, what they cover, and how long they’re valid.
Why Do Companies Require A COI?
Why do companies require a COI? Understand what it covers, who must provide it, and how to request a COI without creating friction.
What Is Professional Liability on a COI?
What is professional liability on a COI? Understand what it covers, why it matters, and when proof is required.
Is a COI the Same as a Declaration Page?
Learn the difference between a COI and a declaration page, when each can serve as proof of insurance, and how to request the right one from vendors.
What Is The Difference Between A Policy And A Certificate Of Insurance?
The difference between a policy and a certificate of insurance is that a policy defines coverage terms, while a COI summarizes proof of insurance for third parties.
What Must Be Included in a Certificate Of Insurance?
What must be included in a certificate of insurance? It should list the policyholder, coverage types, limits, effective dates, insurer, and certificate holder details.
How To Check The Certificate Holder on a COI?
How to check the certificate holder on a COI: review the “Certificate Holder” section, confirm the legal name, address, and match it to the contract.
When Do You Need A COI For An LLC
When do you need a COI for an LLC? You typically need a certificate of insurance when signing contracts, leasing property, hiring vendors, or starting client work.
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What Is a Certificate of Insurance: A Complete Guide (2026)
What is a certificate of insurance? Learn what it is, why businesses need one, what details it includes, and how to request a certificate.
How to Get a COI for an Event: A Simple Step-by-Step Guide
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?
What is a COI request form? Learn when you need one, why it matters for insurance compliance, and what information a COI request form should include.
What Is a COI in Contracting? [Definition & Guide]
What is a COI in contracting? Learn what a Certificate of Insurance is, who provides it, required coverage types, and when contractors need one.
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
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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 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.
How To Check The Certificate Holder on a COI?
How to check the certificate holder on a COI: review the “Certificate Holder” section, confirm the legal name, address, and match it to the contract.
How to Get a COI for an Event: A Simple Step-by-Step Guide
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.
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.
What Is A COI Request Form And When Do I Need One?
What is a COI request form? Learn when you need one, why it matters for insurance compliance, and what information a COI request form should include.
When Do You Need A COI For An LLC
When do you need a COI for an LLC? You typically need a certificate of insurance when signing contracts, leasing property, hiring vendors, or starting client work.
Future-proof insurance compliance
From trendspotting to hands-on impact, explore how AI is transforming compliance and what it means for COI management today.
What Are the Best AI-Powered COI Tracking Software Options?
Discover how to choose the best AI-powered COI tracking software for your business. Learn more about how illumend can help with compliance monitoring today.
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.
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.
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.
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.
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.
Why illumend Is Different: Moving Beyond the Outdated Compliance Model
For years, companies have been stuck choosing between bad options for compliance.
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.
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.
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.
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.
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.
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.
What Are the Best AI-Powered COI Tracking Software Options?
Discover how to choose the best AI-powered COI tracking software for your business. Learn more about how illumend can help with compliance monitoring today.
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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.
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.
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.
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.
Why illumend Is Different: Moving Beyond the Outdated Compliance Model
For years, companies have been stuck choosing between bad options for compliance.
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.
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.
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.
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.
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.
Insurance Policy Video Shorts
Short, plain-language videos explaining insurance policies, coverage types, and compliance requirements.
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