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CertFocus by Vertikal RMS

Rise Above Risk.

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Overview

CertFocus, a product of Vertikal RMS, is a robust platform for managing certificates of insurance (COI) and ensuring third-party compliance. It offers both a self-service software solution and a full-service option where their team of experts manages the entire process. CertFocus is designed to be scalable and customizable to meet the needs of various industries and company sizes.

✨ Key Features

  • COI Tracking & Management
  • Self-Service & Full-Service Options
  • AI-Powered Document Processing (Hawk-I)
  • Subcontractor Prequalification (PreQual)
  • Compliance Reporting & Analytics
  • Automated Renewal Requests
  • Customizable Workflows

🎯 Key Differentiators

  • Integrated subcontractor prequalification services (PreQual)
  • Proprietary AI technology (Hawk-I) for document processing
  • Long-standing industry experience

Unique Value: CertFocus offers an integrated approach to third-party risk management by combining COI tracking with subcontractor prequalification, providing a more holistic view of risk.

🎯 Use Cases (4)

Enterprise-level vendor and subcontractor compliance COI management for large property portfolios Integrated risk management with prequalification Outsourcing of insurance compliance

✅ Best For

  • Managing complex insurance requirements for large corporations
  • Combining COI tracking with in-depth subcontractor financial analysis

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small businesses with basic COI tracking needs
  • Companies looking for a simple, out-of-the-box software without customization

🏆 Alternatives

myCOI Jones BCS

Unlike solutions that only focus on insurance compliance, CertFocus provides a broader risk management platform that includes financial and safety assessments of subcontractors.

💻 Platforms

Web API

🔌 Integrations

Procore Yardi MRI Software API available for custom integrations

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All paid plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

Free tier: N/A

Visit CertFocus by Vertikal RMS Website →