--- title: "PINS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PINS Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more." source_url: "https://www.capterra.com/p/255305/PINS/" page_type: "product" language: "en" --- # PINS Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 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) PINS ## What is PINS? PINS is self-service COI tracking software for teams managing vendor, subcontractor, and tenant insurance compliance in-house. The PINS AI Assistant reads submitted COIs and endorsements against your requirements and returns findings with evidence. Your team makes every approval, rejection, waiver, or exception. Nothing is auto-approved. Vendors and brokers submit through a secure upload link. No login required. PINS tracks submissions and sends automated follow-up when documents are missing or non-compliant. Expiration dates are tracked across every vendor and project. Renewal requests go out automatically. Expired notice work that once took two days now takes five minutes. Every approval, waiver, and exception is logged and linked to the vendor record. Audit prep becomes a report pull. Native Procore and Vista integrations keep compliance status where your team works. US-based support staffed by full-time product experts. Your implementation contact stays after go-live. ## What is PINS used for? [Compliance](https://www.capterra.com/compliance-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Risk Management](https://www.capterra.com/risk-management-software/) Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 90% Neutral 5% Negative 5% Starting price $300 Usage Based, Per Month Free trial not available Free version not included 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 PINS?[Manage this product listing](https://www.g2.com/products/pins-advantage/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. ### PINS 4.3 (21) VS. [4.5 (540)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting Price $300 Usage Based, Per Month Starting Price $25000 Other, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (21) Ease Of Use 4.1 (139) Value For Money 4.3 (18) Value For Money 4.2 (135) Customer Service 4.5 (20) Customer Service 4.5 (139) ## PINS alternatives [4.5 (294)](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 [4.6 (5,315)](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 [4.4 (1,399)](https://www.capterra.com/p/130949/Paycom/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [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 [View all alternatives](https://www.capterra.com/p/255305/PINS/alternatives/) ## FAQs about PINS Overview ### Which roles and teams benefit most from PINS? PINS is most used by risk management teams, contract administrators, and administrative operations staff who need centralized tracking for claims, policies, contracts, and compliance records. Legal, HR, procurement, and construction support roles use it to streamline documentation, coordinate approvals, monitor deadlines, and improve visibility across insurance and risk workflows. Answer based on 21 reviews Overview ### What company size and industries is PINS built for? PINS serves enterprise organizations first, with 38% of reviewers from enterprises, and is used most in construction, which accounts for 38% of reviewers. It is built for general contractors, public agencies, property managers, airports, and insurance agencies, with additional use in government administration at 19% and automotive at 14%, primarily for compliance. Answer based on 21 reviews Features and Usability ### What are the key features of PINS? PINS offers policy management, policy issuance, renewal management, and claims tracking for insurance workflows. It also includes risk management features such as risk assessment, risk scoring, and risk reporting, plus compliance management, audit trail, document management, workflow management, and real-time reporting. Pricing ### How much does it cost and what fees or limitations are included? PINS starts at $300 per month on a usage-based model tied to annual COI and contract volume. Every subscription includes certificate collection, AI-assisted endorsement review, renewal follow-up, exception and waiver documentation, audit-ready reporting, implementation support, and a dedicated account contact. Contact PINS for volume-based pricing. Integrations ### Which third-party tools and platforms does PINS integrate with? PINS integrates with 2 third-party platforms: Procore and ViewPoint. These integrations connect PINS with construction management and project data tools, giving users options for linking project workflows and records across systems. Getting Started and Support ### What training and onboarding options does PINS offer? PINS provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled presentations, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does PINS offer? PINS provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. With no reviewer feedback available on support experience, the available channels can only be described as listed in the catalog, without any added claims about response speed, helpfulness, or common frustrations. ## Features AI summary Based on 121 Insurance Policy reviews Capterra data shows that buyers of insurance policy software rank the following features as their top priorities: - **Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**67%**) - **Renewal Management** (**55%**) PINS supports all three of the features reviewers value most: **Policy Management**, **Document Management**, and **Renewal Management**. Together, these capabilities help businesses keep policy details organized, maintain accurate documentation, and manage renewals on time, allowing teams to handle policy administration more efficiently and reduce coverage gaps. Document Management 4.6 (13) 84.62% of 13 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Renewal Management 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Manage and track the renewal process for various services, subscriptions, contracts, or licenses Reminders 4.0 (14) 71.43% of 14 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity Claims Tracking 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Process of tracking new and submitted claims and the status of submitted claims Reporting & Statistics 4.6 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Workflow Management 4.4 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks PINS 42 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 - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Certification Tracking: Maintain personal certifications/qualifications - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - 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 - Contact Management: Manage, organize, and store contact information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - 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 - Forms Management: Store, manage and track all forms in a centralized location - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - ISO Compliance: Guidelines set by the International Organization for Standardization - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Library: A repository of all past and existing policies - Policy Management: Create, manage, and track policies and procedures within an organization - Prioritization: Arrange tasks based on the level of priority or urgency - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Analysis: Analyze potential risks across the organization - 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 - Risk Scoring: Assess and score risks using risk matrices - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - 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 4.1 (21) 4.1 Based on 21 reviews ## Pricing Value for money 4.3 (18) [View pricing plan details](https://www.capterra.com/p/255305/PINS/pricing/) Starting Price $300.00 Usage Based,Per Month It includes: - No-login vendor and broker submission link - Certificate, endorsement, and supporting document collection - Automated follow-up for non-responsive vendors - AI review of COIs and endorsements against configured requirements - Findings linked to specific document language with evidence - Human approval required on every decision - Configurable coverage types, limits, and endorsement requirements - Requirements set at vendor, contract, or project level - Exception and waiver tracking with full history - Automated expiration monitoring across all active vendors - Configurable renewal reminder sequences - Completed operations tail period tracking - Compliance rate by vendor and project - Expiring policies, non-compliant vendor, and exception reports - Audit-ready documentation export - Procore Integration - Vista by Viewpoint Integration - Open API for additional integrations - Timestamped log of every approval, rejection, waiver, and exception - Decision log by staff member - Full vendor compliance history - White-glove implementation with dedicated contact - US-based support team staffed by product experts - Ongoing account management after go-live Value for money 4.3 (18) 4.3 Based on 18 reviews ## Integrations [ Procore](https://www.capterra.com/p/56250/Procore/) 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 4.5 (20) 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 4.5 (20) 4.5 Based on 20 reviews ## User reviews Overall rating 4.3 Based on 21 reviews Filter by rating 5(10) 4(9) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent KR Kelly R. AP Manager Civil Engineering ### "PINS is a Game Changer!" 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 12, 2026 \[sensitive content hidden\] have been wonderful at helping us implement PINS. The product is easy to use. We love having the COI's automated. It's nice to see whether the COI meets our requirements at a glance. With PINS, we finally feel like we are getting control of our COI's. Pros Automating the COI process and making sure we have the proper insurance from our subconsultants. It's easy to use and a great value for the money. Cons That we didn't get PINS sooner - our fault - LOL. Honestly, we haven't come across anything to criticize or that we dislike about PINS. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. BS Brittany S. Director Contract Services and Risk Management Education Management ### "PINS Testimonial" 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 10, 2026 Pros PINS has been exactly the solution we needed for insurance verification and compliance tracking. After trying two other systems that did not meet our needs, we felt like we were without a workable solution until we found PINS. PINS is reliable, efficient, and user-friendly. It has saved us valuable time, improved our workflow, and given us confidence that we finally have the right tool in place. The customer service has also been excellent: responsive, helpful, and committed to supporting our needs. Cons There really has not been anything I have disliked about PINS. Our experience has been very positive, and the platform has met our needs in the areas that matter most to us. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. KP Korbi P. Safety and Insurance Coordinator Construction ### "PINS Advantage is an amazing Product " 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 July 29, 2026 Overall, PINS Advantage has been a valuable addition to our operations. I would recommend it to organizations looking for dependable software that improves productivity and simplifies day-to-day processes. Pros PINS Advantage has been a great solution for our team. The software is easy to use, and it has helped us streamline our daily workflows while keeping important information organized and accessible. The interface is intuitive, so new users can get up to speed quickly, and the features support our day-to-day operations without adding unnecessary complexity. One of the things I appreciate most is the reliability of the system. It performs consistently, and the reporting features make it easy to find the information we need. On the occasions we've needed support, the customer service team has been responsive, knowledgeable, and genuinely helpful Cons There is always room for small enhancements and additional customization options, but overall, the software has met our needs very well. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AP Aj P. Admin Assistant Automotive ### "Quality time saving product- MUST TRY!" 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 December 9, 2022 Pros I love that the team is so dedicated to the product! I don't know many software teams that open up town halls to users (like y'all did last year) to learn what the market is really after. Cons I wish that there was a way to export the data to an excel sheet in a clear and quick way. 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. KE Karen E. COntracts Admin Assistant Construction ### "Review of PINS" 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 6/10 October 19, 2022 It is user friendly, however needs to be more updated to maneuver more easily and Edit when needed to. Pros The tracking features and reminders, the emails that are already set up you just click a button to send. Cons Need to Edit more in PINS emails etc., want our downloads to just pop up be able to cut/paste more in PINS. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JN Joe N. Risk Management Specialist Government Administration ### "Excellent Customer Service!" 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 October 17, 2022 Pros Tracking insurance documents and seeing at a glance what's required, what's approved and what documents are still needed (or pending). Cons I would like to be able to see who uploaded what and when it was uploaded and more easily customize titles for uploaded documents, so we can find exactly what we're looking for quickly, without having to open everything. 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. AP Amanda P. Administrative Coordinator Financial Services ### "COI Tracking Simplified" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 October 14, 2022 On the system that we are currently using, it is very convenient to have in one place those policies expiring in 30, 60, or 90 days. It is easy to create a certificate and add requirements. We have not used the email feature and have done manual entry so far. It took us a while to onboard but are very excited to utilize the new system. Pros Expiration Date Visibility Easy to Enter Certificates and Requirements Cons A little too basic and not customizable, at this time. No alerts and reminders available. 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. MW Marianne W. Senior Buyer Transportation/Trucking/Railroad ### "Pins" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 14, 2022 Most of our vendors do not upload their COI's they email them to us and then we have to upload them. Pros If a supplier will actually upload their info into PINS. Cons You have to enter a lot of information. You're basically re-typing your COI. 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. SH Skip H. HR Technician for Risk Management Government Administration ### "Great Opportunity for Extreme Growth" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 10, 2022 Been with Pins for over 6 years, and do love the flexibility shown to make this system work in a broader format than just insurance tracking only. The upgrades are slow to come about but at least the basics are easy enough to manage the day to day work to be done. Pros The basic tracking is what is needed, and the price point is excellent for our volume of insureds being tracked. The customer service if also fantastic. Cons Because we are still on the second version of Pins, we are still missing much needed improvements for efficiency and ease of use for admins, staff, and the insurance companies accessing the portal from their side. It is very cumbersome to navigate seamlessly. Contract tracking has potential to be great, but still missing what would make it fantastic. But, we will see what version 3.0 holds. Hopeful for sure. Reasons for choosing PINS The flexibility provided to us to make some modifications seriously needed to make this work for our needs. Price if fantastic too. Have requested changes over the years, and appreciate changes considered and even made. 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. LJ Laura J. Contract Administrator Construction ### "Data Organization " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 October 10, 2022 It works for what we need it to do. Pros We can track our expiring certificates better and it has made our recordkeeping more uniform between departments. Cons The features need to be updated. It works, but the methods to get information are more difficult than our team had planned. Having to clear the cache memory as frequently as we do to get the software to work correctly needs to be addresses. Viewing stored pdfs of certificates could be easier. Reasons for choosing PINS The sales department did a great job promoting their product. 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. [View all Reviews](https://www.capterra.com/p/255305/PINS/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.