# RiskPartner COI Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about RiskPartner COI Software - reviews, pricing plans, popular comparisons to other Certification Tracking products and more.

Source: https://www.capterra.com/p/10016404/RiskPartner-COI

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# 

 RiskPartner COI Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

RiskPartner COI

## What is RiskPartner COI?

Certificate of insurance management solution that helps manage and track insurance certificates, receive expiration reminders and more.

## What is RiskPartner COI used for?

[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Policy Management](https://www.capterra.com/policy-management-software/)[Certification Tracking](https://www.capterra.com/certification-tracking-software/)

Top alternative

Featured

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for RiskPartner COI?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.tmasystems.com&name=RiskPartner COI)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### RiskPartner COI

5.0 (4)

VS.

[4.5 (49)](https://www.capterra.com/p/172196/Expiration-Reminder/reviews/)

Starting Price

Contact vendor

Starting Price

$49

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (4)

Ease Of Use

4.5 (49)

Value For Money

5.0 (4)

Value For Money

4.5 (46)

Customer Service

5.0 (4)

Customer Service

4.4 (46)

## RiskPartner COI alternatives

Highest Rated

[4.7 (147)](https://www.capterra.com/p/141006/Arlo-Training-Event-Software/reviews/)

Starting price

$179.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.7 (90)](https://www.capterra.com/p/141558/DoneSafe/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.7 (132)](https://www.capterra.com/p/130044/LearnUpon/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (46)](https://www.capterra.com/p/18528/eFrontPro/reviews/)

Starting price

$720.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Alerts/Notifications

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

API

Application programming interface that allows for integration with other systems/databases

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Certification Expiry Tracking

Track upcoming or expired certifications

RiskPartner COI 23 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Route documents and other data through one or more stakeholders for review and approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Track upcoming or expired certifications

Track and ensure employees obtain necessary skill sets/certifications

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Alter the layout and content of reports

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Digitally sign online documents

Reminders sent via email

Observe and track the demand, usage, progress or quality of a system, product, or user

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Set up connections to third-party platforms to improve business processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Get Advice

We can help you find the software with the features you need.

Features

4.8 (4)

4.8

Based on 4 reviews

## Pricing

Value for money

5.0 (4)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (4)

5.0

Based on 4 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (4)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (4)

5.0

Based on 4 reviews

## User reviews

Overall rating

5.0

Based on 4 reviews

Filter by rating

5(4)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

NV

Nancy V.

Executive Assistant

Food & Beverages

### "Newman's Own Review of RP"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 13, 2023

A great experience. The program has helped greatly with obtaining and keeping our COIs. Our rep is extremely responsive and helpful, always available for a call, and always provides options and/or answers.

Pros

Customizable, amount of information that can be inputted, ease of submitting contracts, customer service

Cons

Advanced features aren't always user-friendly; however, customer service is outstanding in assisting with our needs.

Reasons for choosing RiskPartner COI

I was not part of the research, review, and purchase of the product.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AS

Ana S.

Risk Coordinator

Food & Beverages

### "COI tracking system"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 28, 2023

Great customer service and collaboration from the RiskPartner team.

Pros

It's ability to generate insightful reports stands out as a valuable feature.

Cons

One of the pain points is that once we have exhausted the number of times a vendor is reached for COI compliance, the contract stays unresolved indefinitely. Perhaps the process needs to be modified to address the COI's that stay in this status.

Alternatives considered

[EbixASP](https://www.capterra.com/p/133902/EbixASP/)

Reasons for choosing RiskPartner COI

Pricing and ease of use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RC

Ron C.

Controller

Higher Education

### "Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 25, 2023

Pros

Keeps track of our insurance certificates and when they expire. Collects them from our vendors once they expire.

Cons

If there are issues with certain certificates that are hard to procure from a vendor, would like to have a dedicated rep to discuss in detail.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CM

Courtney M.

Risk Management Coordinator

Insurance

### "Great partner to have"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 23, 2023

Pros

Integrating was seamless and the web page is easy to navigate. Couldn't ask for a better partner

Cons

I've used RiskPartner for 3+ years and I have no complaints. I wouldn't change anything.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)