# PINS Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about PINS Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more.

Source: https://www.capterra.com/p/255305/PINS

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# 

 PINS 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.

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

PINS

## What is PINS?

PINS is an automated software that streamlines insurance certificate management for businesses. It allows for easy collection, storage, and management of insurance certificates from various third parties. With email automation, PINS standardizes the certificate of insurance (COI) process and alerts users to renewals, preventing delays and legal issues due to coverage lapses. Its agent portal uses optical character recognition (OCR) technology for efficient COI verification. The software also provides advanced compliance reporting and integrates with major construction management systems like Sage 300 CRE and Procore, plus offers a public API for custom integrations. PINS enhances efficiency by optimizing insurance tracking and compliance, saving time and money, and allowing businesses to concentrate on core activities with assurance of proper insurance management.

## What is PINS used for?

[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Risk Management](https://www.capterra.com/risk-management-software/)[Compliance](https://www.capterra.com/compliance-software/)

Top alternative

Featured

Overall rating

Based on 18 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for PINS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.pinsadvantage.com&name=PINS)

## 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

4.2 (18)

VS.

[4.5 (205)](https://www.capterra.com/p/196959/Pirani/reviews/)

Starting Price

Contact vendor

Starting Price

$276

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (18)

Ease Of Use

4.5 (205)

Value For Money

4.2 (15)

Value For Money

4.3 (191)

Customer Service

4.4 (17)

Customer Service

4.6 (199)

## PINS alternatives

[4.4 (2,963)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

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

Starting price

$25000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

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

[4.4 (79)](https://www.capterra.com/p/147599/Resolver/reviews/)

Starting price

$10000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/255305/PINS/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Management

4.5 (11)

81.82% of 11 reviewers that rated this feature as important or highly important

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

Reminders

4.1 (11)

63.64% of 11 reviewers that rated this feature as important or highly important

Timed notification for any upcoming task, deadline, appointment, or activity

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

Policy Issuance

4.5 (6)

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

Process of creating insurance policies and assigning them to policyholders

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

PINS 12 features

Application programming interface that allows for integration with other systems/databases

Process of tracking new and submitted claims and the status of submitted claims

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

Process new insurance policies or modifications to existing policies.

Process of creating insurance policies and assigning them to policyholders

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

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

Analyze potential risks across the organization

Initiate collection and analysis of known risks

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

Create, design and manage workflows for repetitive tasks

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Features

3.9 (18)

3.9

Based on 18 reviews

## Pricing

Value for money

4.2 (15)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.2 (15)

4.2

Based on 15 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

4.4 (17)

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

4.4 (17)

4.4

Based on 17 reviews

## User reviews

Overall rating

4.2

Based on 18 reviews

Filter by rating

5(7)

4(9)

3(1)

2(0)

1(1)

Mentioned topic

Sorted by most recent

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

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.

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.

AP

Allura P.

Risk Management Admin Assistant

Transportation/Trucking/Railroad

### "Pins 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

October 7, 2022

We utilize PINS to manage COI compliance of our vendors. The ability to send out mass emails for our expired certificates has been a real time saver!

Pros

The ease of use, to the point navigation, and ability to automate email blasts for expired certificates are some of my favorite features!

Cons

I would like to see more overall automation for other tasks and functions increase!

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.

GA

Gabriela A.

Senior PA

Construction

### "Thanks PINS Team!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

October 6, 2022

Pros

1) Reports tool has made my life easier. I love the fact that at a quick glance, I can send out reminders to everyone with a click of a button. 2) List Projects provides a quick glance all that are approved/not approved by project. 3) Integration team has been very helpful. \[SENSITIVE CONTENT\] did a fantastic job helping us with all our millions of questions. I really appreciated the fact that she would always offer to jump on a zoom call to help us. She even went as far as creating a personal tutorial video to answer or questions. \[SENSITIVE CONTENT\] you rock!!

Cons

1) When approving insurance, we have to click "approved" for every liability entered. It will be great if there was an option to "select all" and approve all with the click of one button. 2) The vendor's "Insured Project Contact" auto fills with the first user that was entered in Procore for each vendor. It would be great if after we used a vendor more than once, PINS created a way to auto fill the "Insured Project Contact" from what is entered in PINS rather than Procore. 3) There is no "search" bar in the "List Projects" tab. It would be great if there was a search bar available in order to find my project faster.

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.

LB

Laurie B.

Office Manager

Construction

### "Very User Friendly"

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

9/10

October 6, 2022

Pros

It's extremely easy to use and they have great customer service.

Cons

The new pop up asking if you need help. It continues to pop up numerous times as I use it throughout the day, very annoying.

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/)

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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.

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