PRICING PLANS

Get the COI tracking, management, and verification
you need to protect your business

Monthly
Yearly
Free
Free
Free
Free
Free
per month $0 per month $0 per month $0 per month $0 per month $0
  • Tracked Vendors
    50
    Tracked Vendors
    50
    Tracked Vendors
    50
    Tracked Vendors
    50
    Tracked Vendors
    50
  • Document Verifications / mo.
    0
    Document Verifications / mo.
    0
    Document Verifications / mo.
    0
    Document Verifications / mo.
    0
    Document Verifications / mo.
    0
  • Compliance Document Storage
    500mb
    Compliance Document Storage
    500mb
    Compliance Document Storage
    500mb
    Compliance Document Storage
    500mb
    Compliance Document Storage
    500mb
  • Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
  • Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
  • Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
  • Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
  • Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
  • Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
  • Email Support
    Email Support
    Email Support
    Email Support
    Email Support
  • Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
  • Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
  • Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
  • Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
  • Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
  • One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
  • Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
  • Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
  • On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
  • TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
  • Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
  • Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
  • Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
  • Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
Basic
Basic
Basic
Basic
Basic
per month $50 per year $540
Save 10%
per month $50 per month $50 per month $50
  • Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
  • Document Verifications / mo.
    10
    Document Verifications / mo.
    10
    Document Verifications / mo.
    10
    Document Verifications / mo.
    10
    Document Verifications / mo.
    10
  • Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
  • Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
  • Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
  • Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
  • Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
  • Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
  • Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
  • Email Support
    Email Support
    Email Support
    Email Support
    Email Support
  • Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
  • Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
  • Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
  • Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
  • Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
  • One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
  • Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
  • Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
  • On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
  • TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
  • Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
  • Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
  • Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
  • Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
Popular
Pro
Pro
Pro
Pro
Pro
per month $200 per year $2160
Save 10%
per month $200 per month $200 per month $200
  • Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
  • Document Verifications / mo.
    50
    Document Verifications / mo.
    50
    Document Verifications / mo.
    50
    Document Verifications / mo.
    50
    Document Verifications / mo.
    50
  • Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
  • Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
  • Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
  • Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
  • Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
  • Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
  • Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
  • Email Support
    Email Support
    Email Support
    Email Support
    Email Support
  • Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
  • Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
  • Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
  • Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
  • Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
  • One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
  • Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
  • Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
  • On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
  • TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
  • Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
  • Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
  • Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
  • Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
Premium
Premium
Premium
Premium
Premium
per month $600 per year $6480
Save 10%
per month $600 per month $600 per month $600
  • Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
    Tracked Vendors
    Unlimited
  • Document Verifications / mo.
    160
    Document Verifications / mo.
    160
    Document Verifications / mo.
    160
    Document Verifications / mo.
    160
    Document Verifications / mo.
    160
  • Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
    Compliance Document Storage
    Unlimited
  • Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
    Compliance Dashboard
  • Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
    Automated Text-based COI Extraction
  • Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
    Policy Expiration Tracking
  • Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
    Insurance Requirement Checking
  • Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
    Automated COI Verification
  • Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
    Recorded Training Tutorials
  • Email Support
    Email Support
    Email Support
    Email Support
    Email Support
  • Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
    Advance requirements
    (additional insured, waivers, etc...)
  • Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
    Live Training Tutorials
  • Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
    Online Chat Support
  • Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
    Dedicated Account Manager
  • Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
    Private Slack Channel
  • One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
    One-time Bulk Verification
  • Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
    Non-compliance Reachouts
  • Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
    Full service COI management
  • On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
    On-site Onboarding
  • TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
    TrustLayer API Access
  • Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
    Risk Manager Consult
  • Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
    Insurance Requirement Assessment
  • Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
    Custom Verification Packages
  • Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US
    Custom Integrations
    CONTACT US