Risk Management Platform Ideas

Ability to print off COIs by year (that are attached)

Our insureds have audits each year by their insurance carrier. They are required to provide certificates for all the subs/vendors they used that year. It would be extremely beneficial to be able to print them all off together by year. (As long as they were attached in the COI Track.) I'm thinking something similar to the SDS Manual option.

  • Guest
  • Mar 10 2020
  • Needs review
Reporting Customer BXS Insurance, Katie Meredith
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