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Insurance Policy and Certificates
of Insurance Management (PCOI)

Certificates of Insurance (COIs) are documents containing all the essential details of an insurance policy in a easily digestible, standardized format. Proof of status by your vendor or by you to another organization is made easy with BDA.  

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Insurance Policy and COI Management


Accessing policies and certificates in BDA is a breeze with associated vendor/party management in place.  Coupled with the BDA Library you’ll be able to easily associate these policies and certificates in standalone or hierarchal perspectives.  

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Features

 

  • Provisions and Obligations Risk Management & Assessments

  • Configurable Dashboards

  • MSA’s and Subordinate COI Management

  • Policy and Certificate Import & Export

  • Policy and Certificate Lifecycle History

  • Renewal Management

  • Standard, Custom, Saved and Shared Reports

  • Attachment Management

  • Important Dates Management

  • Vendor Relationship Management

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