# PINS Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PINS the right Insurance Policy solution for you? Explore 18 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/255305/PINS/reviews --- PINS 4.2 (18) [View alternatives](https://www.capterra.com/p/255305/PINS/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 PINS Ease of use 4.2 Customer Service 4.4 ## Showing most helpful reviews Showing 1-18 of 18 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use GA Gabriela A. Senior PA Construction Used the software for: Less than 6 months ### "Thanks PINS Team!" October 6, 2022 4.0 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 SH Skip H. HR Technician for Risk Management Government Administration Used the software for: 2+ years ### "Great Opportunity for Extreme Growth" October 10, 2022 4.0 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. Reason 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 HB Hilary B. Subcontracts Accounts Payable Construction Used the software for: 6-12 months ### "PINS is helpful" October 5, 2022 3.0 Again, I am not sure if it is the agents or the software, but it seems as though many agents can't figure it out. We are constantly having to chase agents down for missing items and they can't figure out how to separate the documents into the right areas. Pros Document management and reminders work very well. Still learning all of the things we can do with the program, but overall, it works well. Cons I am not sure if it is the agents or the software, but it seems as though many agents can't figure it out. We are constantly having to chase agents down for missing items and they can't figure out how to separate the documents into the right areas. Review Source AP Aj P. Admin Assistant Automotive Used the software for: 2+ years ### "Quality time saving product- MUST TRY!" December 9, 2022 5.0 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 LN Leticia N. Risk Management Analyst Government Administration Used the software for: 2+ years ### "City of San Leandro PINS user" October 5, 2022 5.0 Pros PINS is easy to use and love the functionality and flexibility of the system. PINS provides insurance templates which provide time saving strategies, reinforces risk transfer, cross project collaboration but also because not all projects are the same, allows us to modify the templates to fit special projects. Cons PINS is not a full service model, currently, PINS does not offer the ability to procure insurance on our behalf, this would be the only downfall. I would love to see PINS offer this feature in the near future. Reason for choosing PINS Currently using a second more "Full Service Model" offered by another vendor that offers procurement of insurance documents, however, City is not fully invested in this other system since it does not offer the functionality of PINS. Review Source JD Jeff D. Risk Manager Automotive Used the software for: 2+ years ### "PINS COI Management" October 5, 2022 5.0 The company was very helpful and responsive, both during the set-up process and any follow up questions I have had. Pros It is easy to navigate and expedites the renewal request process Cons Would like better mechanism to follow up on actions taken. For example, would like a "diary" that would prompt me to follow up with an agent if I don't receive the COI as requested or if I am following up with them to correct the COI they had previously submitted. Reason for choosing PINS Other affiliates had tried it with success and I adopted it in my territory. Review Source CN Chad N. Risk Specialist Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Easy to Use System!" September 30, 2022 5.0 I have loved using PINS. it is easy to use, helps me stay more organized. when i first started using it, the team took care of uploading all the COIs i had into the system. i received good training on how to use the system and am able to train fellow coworkers how to use it as well. Pros I love having all of my documents and information in one place. I track COIs for vendors and being able to see each COI, what is expired, and having the ability to message these vendors from within PINs makes my life significantly easier. Cons I have run into a few glitches here and there that have added time to my day (system wouldnt save an update to a policy so the only way i could change the one specific policy was to change all of the policies for the vendor). this is a minor thing and doesnt happen on a regular basis. i dont have any issues or gripes about PINS overall. Review Source LB Laurie B. Office Manager Construction Used the software for: 2+ years ### "Very User Friendly" October 6, 2022 5.0 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 JN Joe N. Risk Management Specialist Government Administration Used the software for: 2+ years ### "Excellent Customer Service!" October 17, 2022 4.0 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 LG Laraine G. Legal Assistant Government Administration Used the software for: 2+ years ### "Great produce" October 5, 2022 5.0 Very good. Pros Easy way to track current insurance and minimize paper. Cons Not sure, but emails from PINS requesting insurance may go to spam. Review Source KE Karen E. COntracts Admin Assistant Construction Used the software for: 6-12 months ### "Review of PINS" October 19, 2022 4.0 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 PF Paula F. Construction Project Assistant Construction Used the software for: 2+ years ### "PINS Survey" October 3, 2022 4.0 With all the certificates of insurance we tracking, it save me so much time with less frustration. Pros Bulk reminders - Saved emails Cons Creating certificates difficult at times. Review Source AP Allura P. Risk Management Admin Assistant Transportation/Trucking/Railroad Used the software for: 2+ years ### "Pins Review" October 7, 2022 5.0 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 LJ Laura J. Contract Administrator Construction Used the software for: 6-12 months ### "Data Organization " October 10, 2022 4.0 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. Reason for choosing PINS The sales department did a great job promoting their product. Review Source EB Emily B. Risk Management Coordinator Automotive Used the software for: 2+ years ### "Emily review" September 30, 2022 4.0 Pretty good. Use to it now since working with it for years. Pros Easy to search vendors if not archived. Cons Wish when you upload the certificate it automatically adds the info so you don't have to type anything. Also wish easier way to search if vendor was archived. Review Source MW Marianne W. Senior Buyer Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Pins" October 14, 2022 1.0 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 AP Amanda P. Administrative Coordinator Financial Services Used the software for: Less than 6 months ### "COI Tracking Simplified" October 14, 2022 4.0 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 KP Krystal P. Contract Manager Construction Used the software for: Less than 6 months ### "have one issue" October 5, 2022 4.0 Pros Easy to navigate. Cons theres no way of typing expiration dates manually for COI's and tracking those. Kind of redundant. I am STILL having to keep my excel sheet that tracks my COI's, which is what I was trying to replace in the first place Review Source Similar Products Featured ## Related categories [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Compliance](https://www.capterra.com/compliance-software/)[Risk Management](https://www.capterra.com/risk-management-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.