PINS
COI tracking and compliance management software for contractors, property managers, and public agencies.
Overview
PINS Advantage is a compliance management platform for organizations that track certificates of insurance (COIs) and vendor documentation at scale. The platform serves general contractors, property managers, public agencies, insurance agencies, and airports -- industries where compliance with third-party insurance requirements is a routine operational burden.
The platform combines OCR-based document ingestion with AI-powered review to automate COI intake, analyze coverage against contract-specific requirements, and identify deficiencies without manual intervention. Email automation handles renewal requests and expiration notices, reducing the back-and-forth with vendors and subcontractors. A REST API enables real-time and scheduled data sync with external systems including Procore, Viewpoint Vista, Workday, and Tyler ERP products.
PINS Advantage counts Denver International Airport, Los Angeles World Airports, and multiple large construction firms among its customers. The company holds preferred vendor status with AGC of California. A seed funding round was completed in June 2020.
Products & Services
COI Tracking Software
Core platform for requesting, collecting, and managing certificates of insurance from vendors, subcontractors, and tenants. Tracks compliance status across all active COIs, maps coverage against contract requirements, and surfaces missing or expiring policies in a centralized dashboard.
Key Features
- Automated COI collection via self-service vendor submission workflow
- Contract-specific compliance requirement mapping
- Centralized tracking dashboard with missing coverage and expiration alerts
- Automated renewal request emails and follow-up sequences
- Audit-ready communication history and document records
Target Users: Risk managers, compliance teams, project managers at construction firms, property management companies, public agencies, and insurance agencies
PINS AI Assistant
Launched November 2025, an AI-powered endorsement review tool that reads COIs and supporting documents, answers coverage questions in plain language, and flags deficiencies before work begins. Powered by OpenAI. The company states that AI-assisted review can reduce annual insurance premiums by 5% to 15% through earlier deficiency detection.
Key Features
- Automated endorsement review with cited evidence and reasoning
- Plain-language answers to coverage questions
- Deficiency identification prior to work authorization
- Supplement to the core COI tracking workflow
Target Users: Risk managers and compliance reviewers at organizations processing high volumes of COIs
Email Automation
Automated expiration notification and renewal follow-up system. Replaces manual outreach -- all expired certificate notices can be sent in a single action rather than through individual vendor contact.
Key Features
- Bulk expiration notice dispatch
- Configurable follow-up sequences
- Vendor-facing submission links embedded in notifications
Target Users: Compliance and vendor management teams
Data Integrations and API
REST API for real-time or scheduled sync of COI compliance status and vendor data between PINS and external business systems. Includes a sandbox environment for integration testing.
Key Features
- Credentials-based REST API with sandbox
- Real-time and scheduled sync modes
- Compliance status write-back to connected systems
- Supported systems: Procore, Viewpoint Vista (via Data Xchange), Power BI, Workday, Tyler Munis, Tyler New World, COINS, PropWorks
Target Users: IT and operations teams integrating compliance data with ERP, project management, or BI systems
Agent Portal
Dedicated submission portal for insurance agents and brokers to upload certificates on behalf of clients, streamlining the collection process for high-volume certificate submission workflows.
Target Users: Insurance agents and brokers serving contractors or property clients with large COI obligations
At a Glance
- Founded
- 2000
- Headquarters
- San Diego, California, USA
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Compliance & Regulatory
- Subcategories
- COI Tracking Vendor Compliance Document Management
- Insurance Verticals
- P&C Commercial Specialty/E&S
- Target Customers
- Brokers, Agents/Agencies, Carriers
Customers
- Denver International Airport
- Los Angeles World Airports
- C.W. Driver Companies
- Kemp Bros Construction
- Kinley Construction
- Morley Builders
- CSM Group
- South Orange County Wastewater Authority
- City of Oceanside
- Clients Choice Insurance
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Last updated: 2026-06-05