--- title: "myCOI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about myCOI Software - reviews, pricing plans, popular comparisons to other Compliance products and more." source_url: "https://www.capterra.com/p/234580/myCOI/" page_type: "product" language: "en" --- # myCOI Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 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) 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/) 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 myCOI?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.mycoitracking.com/&name=myCOI) ## myCOI Overview Updated August 2026 AI summary myCOI provides cloud-based compliance and risk management software for organizations of all sizes, supporting compliance tracking, document management, audit management, and certification tracking. Users value its accessible, navigable interface and support resources. The platform includes workflow and policy management, customizable reporting, and integrates with third-party systems, helping teams oversee insurance compliance and vendor documentation efficiently across web and desktop environments. ## 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 (540)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting Price Contact vendor Starting Price $25000 Other, Per Year 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) ## myCOI alternatives [4.6 (5,308)](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 [4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (3,318)](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 Highest Rated [4.9 (332)](https://www.capterra.com/p/218549/UserWay/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/234580/myCOI/alternatives/) ## FAQs about myCOI Overview ### Which roles and teams benefit most from myCOI? myCOI is most used by risk managers, accounting and finance teams, and operations or contract administrators who manage insurance compliance. Construction coordinators, document control staff, and business support teams rely on it to track certificates, verify vendor coverage, reduce manual follow-up, and keep projects, payments, and contractor onboarding moving. Answer based on 47 reviews Overview ### What company size and industries is myCOI built for? myCOI is built for organizations managing third-party insurance compliance, especially small businesses in construction. Reviewer data shows 49% are small businesses, 30% midsize, and 21% enterprise, with strongest adoption in Construction at 47% and Real Estate at 23%, typically for tracking insurance policy compliance. Answer based on 47 reviews Features and Usability ### What are the key features of myCOI? myCOI offers compliance tracking and compliance management, along with certification tracking and policy management. It also includes vendor management, workflow management, and document management, plus audit trail, audit management, risk assessment, risk reporting, and customizable reports. Access controls/permissions, client portal, and third-party integrations support oversight and information sharing. Integrations ### Which third-party tools and platforms does myCOI integrate with? myCOI integrates with Procore, ViewPoint, CMiC, Sage 300 Construction and Real Estate, Sage 300 Trade Specialty, and Yardi Voyager. Procore and ViewPoint are the most cited connections, while the catalog also shows support for construction and property management platforms across project and vendor compliance workflows. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does myCOI offer? myCOI 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 self-paced reference materials for reviewing features and setup steps as needed. Answer based on 1 reviews Getting Started and Support ### What customer support options does myCOI offer? myCOI provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. Reviewers describe the support team as quick to respond, helpful with questions, and willing to step in promptly when issues need attention. Users also say customer service is attentive and easy to work with. Answer based on 4 reviews User interface ### Is myCOI easy to navigate? myCOI offers a generally easy-to-navigate portal for managing certificates of insurance, vendor records, and compliance details in one place. Many operations and admin teams find the dashboard clear after onboarding, though some newer users mention a learning curve and say certain features feel less intuitive at first. Answer based on 11 reviews ## Features AI summary Based on 4,245 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 reduce risk and maintain consistent compliance processes. 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 myCOI 21 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Certification Tracking: Maintain personal certifications/qualifications - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Policy Management: Create, manage, and track policies and procedures within an organization - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Risk Reporting: Reporting of risks associated with specific actions, events, or entities - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: 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 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.