---
title: "illumend Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about illumend Software - reviews, pricing plans, popular comparisons to other Compliance products and more."
source_url: "https://www.capterra.com/p/234580/illumend/"
page_type: "product"
language: "en"
publication_date: "2026-10-27"
---

# 

 illumend Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 27, 2026

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

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

illumend

## What is illumend?

illumend is an AI-native insurance compliance platform for businesses that collect certificates of insurance (COIs) from subcontractors, vendors, tenants and other third-party partners. Upload a contract and Lumie, illumend’s AI, pulls out the insurance requirements, requests the right COIs, and reviews each certificate and endorsement against them. Core features include contract-to-coverage matching, automated COI requests and renewal reminders, coverage gap alerts, a live compliance view by partner, project and location, exception tracking with an audit trail, and integrations with Procore, Yardi, CMiC and Viewpoint Vista. Partners upload through a simple link, with no login or portal. Built by the team behind myCOI, illumend draws on 16 years of insurance compliance work and 45M+ documents reviewed. SOC 2 Type 1 audited.

## What is illumend used for?

[Compliance](https://www.capterra.com/compliance-software/)[Risk Management](https://www.capterra.com/risk-management-software/)[Integrated Risk Management](https://www.capterra.com/integrated-risk-management-software/)

Top alternative

Featured

Overall rating

Based on 47 user reviews

Reviews sentiment

Positive

96%

Neutral

2%

Negative

2%

### Starting price

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 illumend?[Manage this product listing](https://www.g2.com/products/illumend/claim_requests/new?auto=true)

## 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.

### illumend

4.7 (47)

VS.

[4.5 (580)](https://www.capterra.com/p/148577/MasterControl/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (47)

Ease Of Use

4.1 (139)

Value For Money

4.8 (37)

Value For Money

4.2 (135)

Customer Service

4.7 (46)

Customer Service

4.5 (139)

## illumend alternatives

[4.5 (295)](https://www.capterra.com/p/172274/Network-Configuration-Manager/reviews/)

Starting price

$238.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (5,322)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (356)](https://www.capterra.com/p/141080/iAuditor/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/234580/illumend/alternatives/)

## FAQs about illumend

Overview

### Which roles and teams benefit most from illumend?

illumend is most used by risk management and insurance teams, including risk managers, claims analysts, and risk officers, for tracking claims, incidents, and exposure-related records. Operations and property management staff use it to coordinate administrative workflows and maintain documentation, while accounting, project, and executive leaders monitor financial details, project activity, and organizational risk.

Answer based on 47 reviews

Overview

### What company size and industries is illumend built for?

illumend addresses third-party insurance compliance for small businesses, which make up 49% of reviewers, especially in construction (47%). It also serves midsize companies (30%) and enterprises (21%), with real estate representing 23% and education management 6% of reviewers. Its primary use case is insurance policy work (98%).

Answer based on 47 reviews

Features and Usability

### What are the key features of illumend?

illumend offers access controls and permissions, activity tracking, audit trail, and document management for governance workflows. It also includes compliance management, policy management, and training management, plus risk assessment, operational risk management, and risk reporting. Dashboard tools, customizable reports, and third-party integrations round out the platform.

Integrations

### Which third-party tools and platforms does illumend integrate with?

illumend integrates with Procore, CMiC, Sage 300 Construction and Real Estate, and Yardi Voyager. Procore is the most frequently mentioned connection, while the catalog also lists construction and property management platforms used for project coordination, compliance tracking, and vendor or subcontractor workflows.

Answer based on 5 reviews

Getting Started and Support

### What training and onboarding options does illumend offer?

illumend provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and review.

Answer based on 1 reviews

Getting Started and Support

### What customer support options does illumend offer?

illumend provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. Reviewers describe support as responsive and helpful, with quick replies and staff who resolve issues promptly. Users also note positive service experiences during mistakes or urgent requests, though no detailed criticism of support appears in the available feedback.

Answer based on 4 reviews

User interface

### How easy is illumend to navigate?

illumend provides a centralized, generally easy-to-navigate portal for managing vendor insurance records, compliance status, document updates, and reports. Operations teams value the accessible dashboard and clear vendor lookup tools. New users may need training time to understand the many available workflows and reporting features, while support helps address navigation questions.

Answer based on 11 reviews

## Features

AI summary

Based on 4,313 Compliance reviews

Capterra reviewers point to these as the top features buyers look for in compliance software:

-   **Compliance Tracking** (**54%** of reviewers rated this feature as critical)
-   **Document Management** (**48%**)
-   **Audit Management** (**42%**)

myCOI supports all three of the features reviewers rank highest: **Compliance Tracking**, **Document Management**, and **Audit Management**. Together, these capabilities help businesses monitor requirements, keep important records organized, and manage audits more efficiently, allowing teams to maintain oversight and reduce compliance risk.

Document Management

3.0 (1)

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

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

Policy Management

4.8 (32)

78.13% of 32 reviewers that rated this feature as important or highly important

Create, manage, and track policies and procedures within an organization

Activity Dashboard

4.3 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

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

Certification Tracking

2.0 (1)

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

Maintain personal certifications/qualifications

Monitoring

2.0 (1)

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

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

Workflow Management

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

illumend 21 features

Define levels of authorization for access to specific files or systems

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

Track and document all activities across devices, networks, and other systems

A record of all activities within the system, including user access, changes made, etc.

Maintain personal certifications/qualifications

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

Track and report regulatory data to either internal management or external stakeholders

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

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

Manage risk that occurs from systems failure or inadequate processes

Create, manage, and track policies and procedures within an organization

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

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Reporting of risks associated with specific actions, events, or entities

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

Track employee/learner's progression through training programs

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Create, design and manage workflows for repetitive tasks

Get Advice

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

Features

4.6 (47)

4.6

Based on 47 reviews

## Pricing

Value for money

4.8 (37)

### Starting price

Free trial not available

Value for money

4.8 (37)

4.8

Based on 37 reviews

## Integrations

[

Procore](https://www.capterra.com/p/56250/Procore/)[

Yardi Voyager](https://www.capterra.com/p/33832/Yardi-Voyager/)[

CMiC](https://www.capterra.com/p/39271/CMiC/)

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

4.7 (46)

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

4.7 (46)

4.7

Based on 46 reviews

## User reviews

Overall rating

4.7

Based on 47 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(39)

4(6)

3(1)

2(0)

1(1)

Mentioned topic

Recent reviews first, then most helpful

RE

Reviewer

Senior Management Analyst

Used the software for: 3-5 years

### "City of Las Vegas Business Licensing 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

10/10

March 30, 2023

My experience with myCOI has been positive. The support from the myCOI team is excellent as they are very quick to respond \[sensitive content hidden\] has been a pleasure to work with as she is very helpful in answering any questions that we have. Also, i often email \[sensitive content hidden\] from the myCOI support team and he is very helpful in responsding as there are times in which we request to expedite the review of a particular insurance certificate and he accomodates the request promptly.

Pros

Having one place for our customers to upload their insurance certificate makes tracking insurance certificates much easier. We use to internally file and collect insurance certificates from customers and it was a challenge to collect all of that paper and to effectively track the insuarnce certificates.

Cons

Once you become comforatble using myCOI, the platform is rather easy to navigate through and use.

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.

RE

Reviewer

Director of Risk Management

Used the software for: 3-5 years

### "Essential to our business"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 8, 2022

Overall, my experience with MyCOI has been great. We have had hiccups, but they have always been addressed immediately to our satisfaction.

Pros

I like that MyCOI allows us to have all of our certificates of insurance in one place along with our compliance data.

Cons

It takes a while for a new user to become acclimated to the software. We have additional training documents to help with transitioning new users to the system.

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.

RE

Reviewer

Admin Assistant

Used the software for: 1-3 years

### "Review"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

September 16, 2022

Customer service is always available and willing to assist.

Pros

Not sure, still getting use to using. Over time, certain it will be easy to use and navigate.

Cons

Not sure, still getting use to using. Somewhat confusing at times.

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.

SL

Steve L.

Risk Manager

Used the software for: 3-5 years

### "How MyCOI has made our School Division Less Risky!"

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

April 4, 2023

I like how we meeting quarterly with our Customer Experience Leader (\[sensitive content hidden\] ) on any new features or if we have any problem areas. I find this extremely helpful.

Pros

The ease of use is the most impactful part of the MyCOI program.

Cons

I can't think of anything at this time... it meets all of our expectations.

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.

LH

Lisa H.

Financial Administrative Assistant

Used the software for: 3-5 years

### "Great value, Great Program"

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

March 20, 2023

I have had the best experience with this product even when I made a huge mistake and erased auto and WC from over 1300 COI's. The customer service team sprang into action to assist me in every way possible. This product keeps me up to date and the staff is wonderful to work with.

Pros

It allows me to keep multiple COI's on file for one vendor and maintain when they expire.

Cons

Too may e-mail requests sent to vendors that they get overwhelmed or upset.

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.

CL

Charlotte L.

Contract Administrator

Used the software for: 1-3 years

### "Leave it to the experts"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

April 18, 2023

I love the fact that I dont have to be an insurance expert because I am not - so this is HUGE to me. I find that when I reach out the support has been there but I know that has not been everybody's experience. I wish that the reviews were more accurate and timely we have ran into issues when they were complete but they were flagged as not being complete.

Pros

I like that we have people who understand insurance reviewing insurance

Cons

Finding the images associated with what I am looking for or what the override request is referencingI wish the which parts are approved vs incomplete were more clear

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.

KH

Karen H.

Risk Management Support

Used the software for: 3-5 years

### "VBCPS 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

10/10

March 31, 2023

We now have one central place to track our certificates that can be viewed by anyone in our organization that has been given permission. This helps with contract processing and processing purchase orders as well as organizations renting our schools.

Pros

MyCOI is user-friendly and efficient. The customer service and representatives are very knowledgeable and you can really tell they care.

Cons

I really like the updated version of this program. It shows they are always working to meet their customers needs and make improvements for efficiency.

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.

RE

Reviewer

Commercial Operations Coordinator

Used the software for: 3-5 years

### "Rachel M 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

10/10

April 11, 2023

myCOI provides amazing custom support and they make the platform very easy to navigate. \[sensitive content hidden\] is always very helpful and quickly responds to my questions or goes out of her way to direct me to the correct team member who is able to assist me.

Pros

I like the pie charts to show you a breakdown of compliance for our Tenants.

Cons

over the past 4 years i have been using MyCOI, i have not come across anything i dislike so far. i believe they do a great job at implementing a platform that stays up to date and is very easy to use.

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.

RE

Reviewer

Controller

Used the software for: 1-3 years

### "Grea Customer Service"

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

May 12, 2023

Very happy with their service and Client success team. Our current manager \[sensitive content hidden\] has been great!

Pros

Ease of use and Support team. Technology and reporting is very good as well.

Cons

Making changes could be a bit easier. Overall though the support is there and they attend to any issues quickly.

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.

RE

Reviewer

Business Support Manager

Used the software for: 3-5 years

### "Great!"

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

April 3, 2023

It's really been great.

Pros

I was the one who researched and demoed different companies and I liked myCOI right away. The demo was professional and thorough, implementation was incredibly easy, communication with account manager/compliance coordinator is great, platform navigation is easy, and time saved is amazing!

Cons

It would be nice if we could save report settings.

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.

[View all Reviews](https://www.capterra.com/p/234580/illumend/reviews/)

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