From account management and compliance dashboards to the most dynamic, easy to access, flexible, customizable and comprehensive self service reporting in the industry, CertFocus delivers powerful solutions to accommodate your every COI tracking and document management need.

Account Management by Credentialed Insurance Professionals CertFocus assigns an Account Manager to each customer. Our Account Managers are skilled, knowledgeable insurance professionals who are credentialed Certified Insurance Counselors (CIC), Chartered Property Casualty Underwriter (CPCU), Certified Insurance Service Representative (CISR), and certified Construction Risk and Insurance Specialists (CRIS).
Flexible SaaS Based System CertFocus delivers the most dynamic, easy to access, flexible, customizable and comprehensive self service reporting in the industry. It’s accessible from any device with a web browser, regardless of location- 24/7/365.
Dynamic Reporting and Custom Dashboards All reports are self service & customizable, available 24/7/365 and accessible through the customer portal. Group reports and dashboards by region or function and aggregate into full corporate reporting from the whole company complete with drill downs.
Access COIs & Documents CertFocus allows for the self service view, print and download of PDFs of full COls at any time.
Limitless Requirement Capacity CertFocus can report on unlimited coverage lines. CertFocus also allows for the support of reporting on unlimited numbers of endorsements and bonds.
Collaborate, Share & Audit CertFocus is a collaborative platform, allowing for updates, comments, notes and messages to be viewed, added and shared. Our intuitive platform can also retrieve historical data for auditing.
Unlimited User Accounts & Provisioning Each customer is in complete control of each user. Control what information users can access and easily provision user rights.
AM Best Our dynamic dashboard shows AM Best data feeds with insurance carriers ratings on your insured's certificates for minimum rating enforcement and, if needed, request for more effective COI.
Compliance Dashboard The CertFocus Compliance Dashboard provides each user a customized real time view of any and all compliance data 24/7/365.
Environment Friendly, Green Solution CertFocus is a paperless system. At any time all data inside CertFocus can be downloaded, and shared in a variety of formats.
Cross Reference Engine Checks all COls against the original requirements requested and flags potential issues.
Receipt Confirmations COI receipt confirmations are sent out to users as well as to the insured who sent in the COI, and noted on the CertFocus Compliance Dashboard.
Manual Data Entry Unlike Optical Character Recognition (OCR), data is individually entered by hand... providing for a personalized, professional, and hands-on service.