getbcs

A practical workflow

1. Upload COIs to have them automatically scanned and reviewed with color-coded feedback for vendors to fix discrepancies before submission.
2. Automated renewal requests are sent to vendors and agents before policy expiration to avoid coverage lapses.
3. Set up future tasks and track communications in one place with Smart My Tasks to ensure compliance follow-ups are completed.

Based on the sources below. Editorial review does not imply hands-on product testing.

Candidates based on category and primary feature. Check feature and pricing differences before switching.

What changed

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

1. 9/14/2026

   Updated: best for, features, integrations, summary, use cases, walkthrough

   See recorded changes

   bestFor

   Before: ["Full-service plan is best for organizations wanting expert compliance management without adding headcount."]

   After: ["Best for organizations needing to automate vendor insurance compliance management and reduce manual tracking."]

   features

   Before: ["Custom Smart Tasks centralize all tasks into a workflow to manage compliance tracking efforts.","Custom Objects allow unlimited custom properties to customize the vendor management platform.","User Permissions provide granular control to manage access and keep records secure.","Automated Notices use pre-built email templates that auto-populate compliance deficiencies and include document submission links.","Renewal Tracking automates insurance renewal requests and deficiency corrections via email before policies expire."]

   After: ["Custom Smart Tasks centralize all tasks into a workflow to manage compliance tracking efforts.","Custom Objects allow unlimited custom properties to customize the vendor management platform.","User Permissions provide granular control to manage access and keep records secure.","Automated Notices use pre-built email templates that auto-populate compliance deficiencies and include document submission links.","Renewal Tracking automates insurance renewal requests and deficiency corrections via email to prevent coverage lapses."]

   integrations

   Before: ["Integrates with Accounts Payable, Procurement, and Enterprise software including Yardi, Procore, MRI, and more without additional cost or custom development.","bcs integrates seamlessly with Accounts Payable, Procurement, or other Enterprise software for a full-service credentialing program."]

   After: ["Integrates with Accounts Payable, Procurement, and Enterprise software including Yardi, Procore, and MRI without additional cost or custom development.","bcs integrates seamlessly with Accounts Payable, Procurement, or other Enterprise software for a full-service credentialing program."]

   summary

   Before: "bcs is a certificate of insurance (COI) tracking software that automates vendor compliance management using AI-powered automation and expert compliance review. It helps property managers, general contractors, risk managers, and procurement teams collect COIs, verify coverage, and track renewals efficiently without manual work."

   After: "bcs is a certificate of insurance (COI) tracking software that automates vendor insurance management using AI-powered automation and expert compliance review. It helps property managers, general contractors, risk managers, and procurement teams collect COIs, verify coverage, and track renewals efficiently, reducing manual work."

   useCases

   Before: ["Used by property managers, general contractors, risk managers, and procurement teams to manage vendor insurance compliance at scale.","Helps organizations automate compliance tracking to save 15-20 hours per week on manual work."]

   After: ["Used by property managers, general contractors, risk managers, and procurement teams to manage vendor insurance compliance."]

   walkthrough

   Before: ["Users upload COIs which are automatically scanned and reviewed with color-coded feedback to identify deficiencies in real time."]

   After: ["Upload COIs to have them automatically scanned and reviewed with color-coded feedback for vendors to fix discrepancies before submission.","Automated renewal requests are sent to vendors and agents before policy expiration to avoid coverage lapses.","Set up future tasks and track communications in one place with Smart My Tasks to ensure compliance follow-ups are completed."]