# myCOI Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about myCOI Software - reviews, pricing plans, popular comparisons to other Compliance products and more. Source: https://www.capterra.com/p/234580/myCOI --- # myCOI Software Review 2026: Features, 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. 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/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) myCOI ## What is myCOI? myCOI is built on insurance industry logic to ensure customers remain protected with all the appropriate and active coverages. myCOI also offers a robust and effective automated communication plan to ensure nothing slips through the cracks, making renewals a breeze. Our cloud-hosted software receives and scans incoming COIs, confirms compliance against standards set by customers, and automatically notifies agents of non-compliant coverage. ## What is myCOI 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/) Overall rating Based on 47 user reviews Reviews sentiment Positive 96% Neutral 2% Negative 2% 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 myCOI?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.mycoitracking.com/&name=myCOI) ## 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. ### myCOI 4.7 (47) VS. [4.5 (281)](https://www.capterra.com/p/172274/Network-Configuration-Manager/reviews/) Starting Price Contact vendor Starting Price $238 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (47) Ease Of Use 4.5 (138) Value For Money 4.8 (37) Value For Money 4.6 (134) Customer Service 4.7 (46) Customer Service 4.5 (138) ## myCOI alternatives [4.5 (526)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price $25000.00 Per User, Per Month [4.6 (5,060)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month [4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/) Starting price Contact vendor for pricing Highest Rated [4.9 (328)](https://www.capterra.com/p/218549/UserWay/reviews/) Starting price $69.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/234580/myCOI/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 myCOI 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 Contact vendor for pricing 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 5(39) 4(6) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent MC Mckinzie C. Operations Manager Construction ### "myCOI review" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 December 17, 2024 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 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. AA Alejandra A. Controller Construction ### "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 11, 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. Reasons for choosing myCOI They were very responsive and fit all my immediate needs 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. KS Kristin S. Property Management Associate Construction ### "Strongly recommend myCOI" 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 9/10 May 5, 2023 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 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. VR Victoria R. Project Assistant Team Lead Construction ### "Highly recommended " 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 20, 2023 I was involved with the implementation of myCOI within our company. I now use it every day for my role. Both phases have been a great experience. Pros The ease of use and navigation of the software is a great feature. Customer support has always been very prompt. Cons I feel like there could be some improvement with the length of the review 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. LT Leilani Tiare F. Corporate Controller Entertainment ### "We love this System" 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 20, 2023 It's been helpful to track our Vendors Certificates and minimize our liability exposure Pros I love that gives you images of where things are incorrect in the Certificates as well as tracking all types of communications Cons This does not apply. I do not think I can see as an issue. 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. LF Leslie F. Marketing Coordinator Real Estate ### "myCOI is SUCH a time-saver! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 April 20, 2023 Pros As someone who isn't very well versed in insurance matters, I rest easy knowing that experts are reviewing all insurance certificates we receive. Cons Getting myCOI up and running with all the little nuances of our company was definitely difficult. 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. CO Christine O. Accounting Lead II Entertainment ### "User Friendly Software" 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 8/10 April 19, 2023 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 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 Real Estate ### "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 17, 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 Reasons for choosing myCOI Price and ability to work with our line of work 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. GM Giulia M. Administrative Assistant Food Production ### "MyCOI is a very great portal" 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 9/10 April 13, 2023 Pros MyCOI is a very great portal, a space where to keep organized all our certificate of insurance for our vendors. With the advantage that are online, always accessible and no paper backup is needed.Once you learned how to navigate into the portal and how to use the report tab you will have a world opening to you. In just one place you can access all the vendor information, policy expiration date, non-compliant policy line and see the last date when a document was updated.Our Senior Client Success Manager, \[sensitive content hidden\], she is always on top of our requests, and she replies promptly. Cons The only thing I dislike, is the fact that every time you run a report there is no way to save your favorite setting 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. AW Ashlee W. Project Administrator Construction ### "myCOI - Great Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 12, 2023 We’ve eliminated a lot of back and forth attempting to get certificates to meet compliance. I can focus more on other task with less interruptions. For me this was a huge help! Pros They interact with the broker and subs. Cons Least liked downloading one pdf individually. 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/myCOI/reviews/) 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/)