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tracking certificates of insurance is an essential process in any risk management strategy but let's admit it sometimes trying to stay on top of it all seems impossible before having a coi tracking meltdown try out these simple tips that will help keep you on track take back time and feel on top of your busy schedule again [Music] i will compile my tips into three different categories tip number one organization create easily accessible storage so you can look up limits exclusions expiration dates etc it is important to have your files organized so you can see if a vendor or tenant is compliant and or if the vendor is qualified to come on site tip number two automation embracing technology is an absolute must for achieving productivity and efficiency that's why automation can be the key that enables you to save time when sending expiration notices and reaching out for renewals besides that automation can deliver and create messages that resonate with the needs of each customer based o...