Certificates of Insurance (COI) Tracking

Origami Risk’s certificates of insurance tracking functionality helps you manage the time-consuming process of tracking insurance certificates across every location, vendor, and contractor associated with your organization. With the ability to create risk profiles for any vendor, define standard or custom requirements, and create and send emails right from your RMIS, Origami Risk transforms a once-tedious process into one that’s fast, accurate, and efficient.


  • Easily identify and attend to vendor deficiencies with quick-reference reports, automated email notifications and dashboards
  • Waive coverage requirements or provide exceptions as needed
  • Store scanned copies of certificates on vendor or location record
  • Create automated reports to track upcoming expirations, key requirements, and data deficiencies


Certificate of insurance tracking often involves complex and time-consuming communication. Origami Risk makes this task easier with:

  • Dashboards to track upcoming certificate expiration
  • Custom email templates and group emails to vendors about deficiencies, expiration, or other issues
  • Ability to track outreach by vendor or by location
  • Storage of historical certificates