# myCOI Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is myCOI the right Compliance solution for you? Explore 47 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/234580/myCOI/reviews --- myCOI 4.7 (47) [View alternatives](https://www.capterra.com/p/234580/myCOI/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of myCOI Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews JK Janet K BookkeeperConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “She sends me personalized videos that are ideal for a visual learner like myself.“ April 6, 2023 LF Leslie F Marketing CoordinatorReal Estate, 51 - 200 employeesUsed the software for: 1-2 years. “Getting myCOI up and running with all the little nuances of our company was definitely difficult.“ April 20, 2023 MT Marian T Vendor and Insurance Compliance CoordinatorOil & Energy, 11 - 50 employeesUsed the software for: More than 2 years. “The portal is user friendly and allows me to quickly see which vendor are compliant.“ March 29, 2023 DA Dora A Accounting ManagerReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “The language used in Insurance Industry is rather unique and not user friendly.“ September 7, 2022 ## Showing most helpful reviews Showing 1-25 of 47 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AS Anthony S. Senior Management Analyst Government Administration Used the software for: 2+ years ### "City of Las Vegas Business Licensing Review" March 29, 2023 5.0 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 JP Joy P. Director of Risk Management Construction Used the software for: 2+ years ### "Essential to our business" September 7, 2022 4.0 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. Reason for choosing myCOI I went to a conference about three years before we started using MyCOI and received information on the company from a Sales Rep. I held onto that information and discussed the service with the same Sales Rep, \[SENSITIVE CONTENT\] , again at a different conference shortly before deciding to purchase. Review Source DB Dana B. Admin Assistant Real Estate Used the software for: 1-2 years ### "Review" September 15, 2022 3.0 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 SL Steve L. Risk Manager Education Management Used the software for: 2+ years ### "How MyCOI has made our School Division Less Risky!" April 3, 2023 5.0 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. Reason for choosing myCOI We didn't use any alternative products. Our School Division went from paper COI tracking to MyCOI! Review Source LH Lisa H. Financial Administrative Assistant Renewables & Environment Used the software for: 2+ years ### "Great value, Great Program" March 17, 2023 5.0 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 CL Charlotte L. Contract Administrator Real Estate Used the software for: 1-2 years ### "Leave it to the experts" April 17, 2023 4.0 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 Reason for choosing myCOI Price and ability to work with our line of work Review Source KH Karen H. Risk Management Support Education Management Used the software for: 2+ years ### "VBCPS Review" March 30, 2023 5.0 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. Reason for choosing myCOI n/a Review Source RM Rachel M. Commercial Operations Coordinator Real Estate Used the software for: 2+ years ### "Rachel M review" April 5, 2023 5.0 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 AA Alejandra A. Controller Construction Used the software for: 1-2 years ### "Grea Customer Service" May 11, 2023 5.0 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. Reason for choosing myCOI They were very responsive and fit all my immediate needs Review Source LS Liz S. Business Support Manager Construction Used the software for: 2+ years ### "Great!" March 31, 2023 5.0 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 RB Renee B. Accounting Administrator Construction Used the software for: 2+ years ### "MyCOI - Great Partnership" March 24, 2022 5.0 Compliance with subcontractor COI's has been made easy for us and it has been a great partnership. Pros MyCOI is a great benefit for the construction industry when it comes to compliance for our subcontractors COI. MyCOI is also a great tool for our GL and WC annual audits. Cons There is nothing that we don't like about the MyCOI software. Review Source DR DeMario R. Analyst Real Estate Used the software for: 6-12 months ### "D.Rood's MyCOI Review" April 5, 2023 5.0 It has been a learning experience in which I am finally getting a hang of. I would have to say that I know way more about insurance from when I started and it is because of myCOI. Pros I like how it displays all of the projects and access to making reports for each project/division. Cons The lack of ability to filter the pages on myCOI. Review Source CO Christine O. Accounting Lead II Entertainment Used the software for: 6-12 months ### "User Friendly Software" April 19, 2023 5.0 Definitely helping to mitigate our Insurance Risk. Pros The software is extremely easy to navigate Cons First software we have used so really cannot comment. Review Source MW Marci W. Document Control Administrator Construction Used the software for: 6-12 months ### "Makes My Job Easier!" March 17, 2023 5.0 Exceptional! Pros myCOI is a tremendous time saver and is super easy to navigate. The customer service team is also outstanding! Cons At times the system is a little slow, but that's usually after an update. Review Source BM Becky M. Accounts Payable Coordinator Real Estate Used the software for: Less than 6 months ### "Still new to me" March 29, 2023 4.0 I haven't used it in full yet but have looked around. I do wish we had access to all of MyCOI vendors. That way if there's a vender already approved in the system a property could use in their area, it would make it a lot easier to get them enrolled under Rise, even if the requirements are different. Pros I'm not really sure yet, because we've just started using it for the property side, where our construction dept has been using it a bit longer. Cons We don't have access to the vendors we don't use. My dashboard seems a little busy but that maybe something I can change once I'm more familiar with the program. Review Source MC Melissa C. Executive Administrative Assistant Real Estate Used the software for: 6-12 months ### "myCOI ROCKS!" April 4, 2023 5.0 Customer service has been great and this is so easy to understand and use. Pros myCOI is absolutely amazing! Our Client Success Manager, \[sensitive content hidden\], is the best!! This is user friendly too! Cons There is nothing about myCOI that I don't like. Review Source MC Mckinzie C. Operations Manager Construction Used the software for: 1-2 years ### "myCOI review" December 17, 2024 1.0 Not pleasant. They were hard to work with, system was a mess Pros I liked the accessibility to the software. I could edit, delete, move anything without needing t get ahold of anyone Cons Was not a fan of the layout or impressed with the functions offered Review Source WG Walter G. Manager, Operations Administration Construction Used the software for: 2+ years ### "Partnering With myCOI Has Been A Major Success" March 24, 2023 5.0 myCOI has taken most of the burden off my administrators in dealing with insurance matters. We have find great gains in efficiency and improved our overall insurance compliance across both our prime and sub-tier subcontractors. Pros myCOI has amazing customer support. Our account representative meets with us quarterly to keep up-to-date on how our group is feeling about utilizing the system and interfaces with us day-to-day, as needed, to address any issues we encounter with agent notes, reviews, etc. It has been an incredibly efficient and beneficial relationship since day 1. Cons I have no major complaints. Insurance review is a time consuming and sometimes mind numbing experience. You cannot accomplish it without a human interaction and the complexities of insurance make only make it easier to highlight our fallibilities because so much changes so quickly. It happens to them when they review and it happens to us when review. We partner to get past any issues that arise. Some times it takes longer than others, but honestly there are moments where it cannot be avoided and myCOI is very upfront about addressing those times. Reason for choosing myCOI myCOI provided the most robust and comprehensive review offering in the marketplace. We wanted to outsource our reviews and none of the alternatives provided the depth of support that myCOI offers. Review Source LT Lori T. Contracts Specialist Construction Used the software for: 2+ years ### "Review\_3.31.2023" March 31, 2023 5.0 OUTSTANDING!! In my opinion, this has been the best program I've had the pleasure of using. From all the services provided within the program and the exceptional customer service, this has made my job duties very manageable. I cannot say enough good things about this program. I highly recommend it! Pros I can't express enough how much I like the program. In the short amount of time I've been using this software, I've had a great client experience. One of my favorite items is myCOI symcs with Procore. We are currently using Procore for our project needs. By myCOI integrating with Procore, any of our staff with access to a specific project may see the insurance notes from myCOI. This informaton includes compliant status, expiration dates, and additional information requested, if needed. This service is crucial for our field staff. Cons Cons... I really cannot think of anything. I truly have had a great client experience! I wish other companies provided exceptional customer service as myCOI. Review Source MC Mark C. Documentation Assistant Manager Machinery Used the software for: 6-12 months ### "myCOI review" August 30, 2022 5.0 The product has met our expectations in that it has allowed us to regain some time that was previously spent doing all of the administration of insurance cert requests, reviews and acceptance. With that, we have been able to reallocate resources to more pressing business needs rather than insurance certificate management. Pros The software allows for us to have one source for insurance certificates, communications and status for all clients. It gives us the ability to manage the process of review / approval and to have communication done in a standardized and efficient manner. Cons While the software is good, it is not super intuitive and, some functionality takes a "ramp up" period in order to be comfortable with all features. Review Source JA Joel A. Risk Manager Real Estate Used the software for: 2+ years ### "myCOI" April 5, 2023 5.0 MyCOI has been a fantastic partner for our company. With frequent meetings with our dedicated account manager, ongoing communication, and the ability to customize our insurance needs with precision, we've seen exceptional outcomes throughout our portfolio. \[sensitive content hidden\] has provided invaluable assistance, and the review team is exceptionally competent and amicable, even when we inundate them with urgent requests. Overall, it's been an excellent experience, and we're eagerly anticipating our continued collaboration with them. Pros Strong communication and working closely with our account manager and review team. Great customer service. Speedy response time. knowledgeable. Cons The customization of insurance requirements is a bit lacking and could use an update. The massive number of ways to do things can cause problems for newer users. Alternatives considered [Jones](https://www.capterra.com/p/236928/Jones-Software/) Reason for choosing myCOI Customer service and prior experience with myCOI. Review Source KS Kristin S. Property Management Associate Construction Used the software for: 1-2 years ### "Strongly recommend myCOI" May 5, 2023 5.0 myCOI has helped our company go from drowning in unreviewed cois to getting our insurance review under control. \[sensitive content hidden\]. has been an amazing support and resource, and helped us to navigate the Essentials program, later transitioning to Concierge service as the workload was more than our team was able to manage. The beauty of this platform is that it provides a single, central hub for clients, agents and vendors to access, update and communicate. Every myCOI team member with whom I have worked has provided excellent service, been pleasant, knowledgeable, and provided quick response times. The quarterly meetings are beneficial to recap what is going well, where we need to improve and have questions answered. I highly recommend myCOI. Pros The best part of myCOI is their staff. \[sensitive content hidden\] is a powerhouse and has been a wonderful resource. She has willingly answered all questions, and if she doesn't have the answer, will find out. myCOI is a great platform and well organized. Everything is straightforward and easy to understand. This platform has truly been a lifesaver for our company. Cons The biggest challenge with myCOI was getting all vendors, agents and some of our long-time employees on board because it is a change. Once they understood how simple it is to upload, communicate with myCOI and became familiar with the portal, it soon became more readily accepted by all. Review Source DG David G. Sr. Construction Accountant Construction Used the software for: 2+ years ### "MyCOI Take the Hard Work Out of Insurance Compliance Tracking" April 5, 2023 5.0 Excellent. The time savings has been amazing. Pros What I like the most about MyCOI is that they contact the vendors when there are non compliance issues or a COI is about to expire. Cons There is no standard COI naming protocol . The insurance information that is downloaded by the vendors is named by the vendors and should be named by MyCOI so it becomes much easier for the client to find COI information Reason for choosing myCOI I had experience with MyCOI from a previous employer Review Source JT Jason T. VP Risk Construction Used the software for: 2+ years ### "Feedback" August 30, 2022 5.0 Great. Support is top notch and they are putting resources to improve the product and service Pros It makes me scalable. I do not have the resources to manage thousands of COI’s and endorsements Cons Bulk downloading documents in the cert Management is not usable. We need to search by document type and export pdf’s that have meaningful titles. Currently there is no way to search for just COI’s and the. Further narrow it down by line of coverage. So when I need to Download 50 COI’s for a legal requirement, it takes us days Alternatives considered [Origami Connect](https://www.capterra.com/p/174524/Origami-Connect/) Reason for choosing myCOI Best value and MyCOI review the Certificates annually and quarterly Switched from [Oracle JDeveloper](https://www.capterra.com/p/9134/JDeveloper/) Too much time and policies were being mismanaged Review Source MT Marian T. Vendor and Insurance Compliance Coordinator Oil & Energy Used the software for: 2+ years ### "Easy to Use" March 29, 2023 5.0 When I was hired at my company we had just gotten this product. Thankfully I was able to work directly with my Customer Experience leader to get caught up to speed and she helped me work through the daily use of this product. Pros The portal is user friendly and allows me to quickly see which vendor are compliant. ALSO it allows me to see overall the Compliance of all of my vendors in the dashboard. Cons I am not sure that there is anything that can be done - however it is frustrating when I get kicked out of the portal and have to log back in after an amount of time. I am sure that this is a security issue so not sure that anything can change. Review Source Similar Products Featured ## Related categories [Compliance](https://www.capterra.com/compliance-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.