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COI Tracking Software

Streamline and Automate Certificate of Insurance Tracking and Compliance Documents affordably.

CGO + Trustlayer

Connor & Gallagher OneSource (CGO) has partnered with TrustLayer, a collaborative risk management platform that helps insureds with third party compliance. This tool makes it easy for risk managers to automate document collection, tracking, and verification. 

Core Functionality:

  • Automated Insurance Verification: TrustLayer automates the collection, verification, and tracking of certificates of insurance (COIs), ACORD 25s, and other critical documents. 
  • Vendor Management: It helps manage other vendor requirements, such as W9s, licenses, and contracts, in a single, collaborative workspace. 
  • Risk Management:
    TrustLayer provides real-time insights into insurance validity, coverage exclusions, and vendor compliance, enabling better risk management decisions. 
  • Compliance Tracking:
    It streamlines compliance processes by automating document verification and tracking, reducing manual tasks and errors. 

Get a Quote
Clients of Connor & Gallagher OneSource (CGO) may qualify for a 30% discount.
40%

​​About TrustLayer

TrustLayer transforms how risk managers handle compliance documents and COIs. The platform automates document collection, tracking, and verification, ensuring you focus on your business while streamlining risk-transfer programs.

Highlights:

  • Trusted by risk managers across construction, insurance, and more.
  • Handles millions of vendor documents.
  • Mission: To simplify compliance.

Key Product Features

1. Risk Collaboration: End the Paper Chase

Automates follow-ups, expiration reminders, and in-app messaging, saving time and simplifying processes.

 

2. Risk Visibility: Always Stay Ahead
Provides complete visibility with compliance dashboards and analytics for informed decision-making.

3. Insurance Verification: Precision Without the Pain
Ensures accurate, fraud-free compliance with advanced verification tools.

Why Trustlayer Image

Why Choose TrustLayer?

  1. Automated Follow-Ups: Never miss a compliance step with our automation.
  2. Expiration Reminders: Track expirations and send proactive follow-ups.
  3. In-App Messaging: Seamless communication across stakeholders.
  4. No Vendor Sign-In Required: Simplify the process for your vendors.
  5. Compliance Assistant: Get real-time guidance on compliance gaps.
  6. Instant Document Data Extraction: Quickly analyze critical information.
  7. Compliance Analytics: Gain insights to make better risk management decisions.
  8. TrustLayer Proof & TrustLayer+: Advanced solutions for complete risk management.