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Tracking certificates of insurance (COIs) is crucial for effective risk management. To avoid COI tracking issues, consider these tips. First, focus on organization by creating easily accessible storage for important documents, such as limits, exclusions, and expiration dates, ensuring vendor and tenant compliance. Second, embrace automation to enhance productivity and efficiency. Automation helps save time by sending expiration notices and managing renewals, allowing for tailored communication that meets customer needs. Implementing these strategies can help you regain control of your busy schedule and streamline COI tracking.
