Willis Certificate Tracking Services

Organizations with large-scale operations routinely wrestle with the issue of accurately accessing their risk exposures generated by their core business activities and contractual obligations. These contractual obligations are often complex and require the ability to:

  • Quickly and accurately provide and verify evidence of insurance from vendors and suppliers
  • Demonstrate expertise in the area of contractual compliance; verifying coverage types, coverage limits, coverage effective dates and additional insured status including endorsement review
  • Secure compliance from third-party vendors and suppliers or implement alternatives to force place coverage or deny payment for services
  • Communicate status to all interested parties: risk management, project manager, accounts payable, etc.

What can Certificate Tracking Services do for your company?

Clients that contract with Willis for assistance with their compliance needs can rely upon a Full Service Certificate of Insurance tracking solution leveraging state-of-the-art web-based software and comprehensive business services to:

  • Automate and centralize the administration of the third-party insurance compliance for our clients by managing their COIs
  • Evaluate certificates based on contract requirements
  • Review additional insured endorsements where required
  • Monitor compliance, including follow-up for non-compliant vendors
  • Request renewal certificates prior to expiration
  • Generate compliancy status reports
  • Document history of certificate status and review process
  • Store insurance documents electronically for easy retrieval by client

Why Willis?

  • Insurance expertise – leading global insurance broker
  • Experience with tracking
  • Accuracy
  • Consistent delivery
  • Highest level of customer service
  • Extended business hours

Willis Certificate Tracking Service Brochures:


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