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ITS Publications

Resources for Certificate of Insurance Tracking & Management

What is a Certificate of Insurance?

A certificate of insurance is a document describing the insurance policies maintained by an insured or insureds. It identifies the policy number, effective and expiration dates and name of the insurance company affording coverage.

The certificate of insurance generally acts as proof or evidence of insurance. It provides limited information relating to the policy maintained and is not considered an insurance policy or an insurance endorsement.

For contracting purposes, insureds are required to name or schedule specified persons or organizations onto their insurance policies. Such requests are accommodated by adding endorsements to the insurance policies. Collecting actual copies of the required insurance endorsements along with the certificate of insurance is essential, as certificates generally do not alter, extend or afford coverage to any party other than the named insured(s).

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Insurance Certificate Compliance Starts Here


Our insurance certificate tracking service relieves your organization of the administrative burden involved in managing certificates of insurance. Our team of insurance tracking experts perform all of the necessary functions to monitor compliance, audit incoming certificates, follow up for endorsements and renewals.

Automated Certificate of Insurance Issuance Service


Utilizing ITS to issue your policyholders' certificates of insurance has never been easier.
We can help you cut costs, reduce work flow and ensure that each certificate is issued in a timely and accurate manner. Once a policyholder is active in our system, the process is simple - submit the certificate holder's requirements and ITS will take care the rest.

Organizations in every industry utilize ITS to track and manage their incoming certificates of insurance. Our technology and insurance expertise permit quick and precise implementation, ensuring each customer is handled on an individual basis. More.

Insurance agents, brokers and carriers trust ITS every day to issue their certificates of insurance. Our innovation and quick turn around can help you reduce costs and increase productivity. More.

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