# Track and verify important compliance documents the modern way. Best Certificate of Insurance and Compliance Tracker - TrustLayer - YouTube Tap to unmute ## What are modern risk managers saying? ##### Risk Collaboration ## Stop the dreaded paper chase. Nobody loves asking for documentation. Likewise nobody loves being hounded with follow ups, and signing into multiple systems. Phone tag and paper chasing? What year is this!? We believe you should never have to do it again. Let TrustLayer do it for you. Then go spend your time building relationships with your vendors and building a scalable risk program. ##### Feature highlights: - Automated follow-ups - Expiration reminders - In-app messaging - No-sign-in required for vendors ##### Risk Visibility ## Always be one step ahead of your risk. Whether you’re managing a handful of vendors or thousands at once across multiple projects. Understanding where your risk lies and making informed decisions. ##### Feature highlights: - Compliance Assistant - Instant Document data extraction - Analyze insurance endorsements - Compliance Analytics ##### Insurance Verification ## Hope is not a risk management strategy. Verification is a universal issue in risk management. Collecting documents is one thing, reading and understanding them is another. Verifying what’s actually provided is a whole other ball game. It’s so painful that most don’t do it properly or skip this step entirely. That’s how you get into trouble. The documents that change hands millions of times a year are ripe with fraud, errors and out of date information. A policy that was provided one day could be canceled another and you’d have no way of knowing.TrustLayer solves this – and does so without the costly and mundane system of call centers. ##### Feature highlights: - TrustLayer Pulse - TrustLayer+ with Outsourced Risk Management ## Risk management is a team sport ### Manage Hundreds of Real Estate Vendors in Minutes! "Managing vendors, contracts, and proofs of insurance is an arduous task. Each of El Ad’s real estate development projects has 300 to 400 vendors. Using their automated collaborative risk management solution, TrustLayer was able to address my key pain points." ##### Courtney Osborne VP, Insurance & Risk Management EL Ad US Holdings ### G2 | High Performer Badge "TrustLayer is by far the best product in the market. We vetted out multiple different vendors." ##### Clair P. ### Tackle Subcontractor COIs, W9s and More "The TrustLayer platform has made the process of compiling insurance information for our vendors very efficient. It streamlined how we contact vendors and created one space for housing certificates and all the necessary documents we keep for our vendors, including contracts and W9." ##### Bri Veasey Accounting Manager, Grenadier Homes ### G2 | High Performer Badge "Simple Way to Track COIs and other Documents." ##### Clair P. ### Grow a Book of Business off the TrustLayer Platform "I have been impressed with the dedication and focus of the TrustLayer team in their commitment to their clients. I am always looking for ways to improve service and drive the business forward. The unique value that TrustLayer delivers has the ability to significantly impact how business is accomplished in the insurance industry." ##### Lauren Karagozian Senior Vice President; Contractual Risk Practice Leader at IMA, Inc. ### G2 | High Performer Badge "The platform is easy to use and has the best support!" ##### Mallory S. ### Great Risk Management is a Team Sport! "TrustLayer is very user-friendly. I can see quickly who is compliant and who isn't when I am reviewing a project for a Project Manager when they call. I can easily find who may be available with adequate insurance in their area. I can organize and sort my information in a way that is best for the exact question at hand." ##### Bri Souder Certificate Compliance Specialist, PayneWest Insurance ### Resources to enhance your risk program #### Risk Crunching Robots at Your Service See why TrustLayer is the leader chosen by businesses and the insurance industry alike to revolutionize the way we look at certificates of insurance. ## Run a better risk program with TrustLayer Want to see how your risk program stacks up? **Vendor Compliance Reporting: 5 Weekly Views Ops Teams Need** Track vendor compliance with five essential weekly reports that reduce risk, prevent lapses, and streamline operations. **Board-Ready Compliance Reporting Templates** Learn how to create board-ready compliance reports with templates, KPIs, COI tracking, and risk insights. **The 48-Hour Broker Handoff: A Continuity Playbook** Ensure seamless broker transitions with a 48-hour playbook to prevent coverage gaps, compliance risks, and COI disruptions. **Keystone Elevate 2026 | Complete Conference Guide** Attending Keystone Elevate 2026 in Minneapolis? This conference guide covers the agenda, networking events, hotels, local recommendations, and strategies to help insurance agencies maximize every conversation. **Healthcare License & Renewal Tracking That Works** Avoid expired healthcare licenses with automated renewal tracking, real-time verification, and compliance management. **Transparent, Auditable Programs for Public & Education Teams** Automate vendor compliance with transparent COI tracking and audit-ready risk management for public agencies and schools. **Your Compliance Data Model: Foundations for Scale** Build a scalable compliance data model to automate COI tracking, improve accuracy, and strengthen risk management. **Shifting from Function to Mindset: Robert Hudson Jr. on Human Nature and the Fallacy of the One-Page COI** Learn how Robert Hudson Jr. builds risk, safety, and accountability into operations at Baker Roofing Company.