Insurance Certificate Tracking Solutions

Risk Management Solutions of America, Inc. provides outsourced solutions for tracking and managing incoming Certificates of Insurance.  Outsourced insurance tracking relieves your organization of the time-consuming work and administrative hassle involved in managing Certificate of Insurance compliance. Our team of insurance tracking experts perform all of the tasks necessary to achieve insurance compliance and manage the entire process of soliciting, validating and electronically storing your incoming Certificates of Insurance. 

When you use our professionally-managed insurance tracking services, you will enjoy increased insurance compliance and reduced loss exposure for your organization. Furthermore, the RMSOA system allows you to instantly view the insurance status of each entity with whom you do business via a secured internet connection. Also, you have the ability to generate custom reports showing insurance compliance status for anyone with whom you do business (e.g. vendors, suppliers, tenants, shippers etc.).


Certificate Tracking Features:

  • Completely Web-Based

  • Common Reports and dashboard including contracts with expiring certificates, non-compliant certificates, open contracts, contracts missing certificates, and vendors missing certificates

  • Customized Reports Available

  • Export Reports & Vendor/Contract Data into Excel, Word or .PDF

  • Import Existing Vendor/Contract Data from your own database or excel documents

  • Tracks Contracts & Certificates for primary and secondary vendors

  • Email, Fax or Mail Non-Compliance or Expired Certificate Notices

  • Customizable with your Company Logo and Colors

  • User Role Based Security and administrative tools