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Certificate Review (beta)

Tracking and managing vendor certificates of insurance (COIs) can be complex. To help you streamline your insurance workflows, 1099Policy now offers an AI-powered tool that simplifies COI vetting, tracking, and management—directly within the 1099Policy dashboard. This feature is currently offered as a temporary free trial while in beta.

If you're interested in learning more or providing feedback, please contact support@1099policy.com.

Recording: Setting up Automated Certificate Review

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