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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.  

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.  



  • 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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