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Policies and Certificates of Insurance Management (PCOI)

Certificates of Insurance (COIs) are documents containing all the essential details of an insurance policy in a easily digestible, standardized format. Proof of status by your vendor or by you to another organization is made easy with the Healthy Contracts CLM by BDA.  

Healthy Contracts PCOI

Accessing policies and certificates of insurance in the Healthy Contracts CLM is a breeze with associated vendor/party management in place.  Coupled with the Healthy Contracts Library you’ll be able to easily associate these policies and certificates in standalone or hierarchal perspectives.  



  • Provisions and Obligations Risk Management & Assessments

  • Configurable Dashboards

  • MSA’s and Subordinate COI Management

  • Policy and Certificate Import & Export

  • Policy and Certificate Lifecycle History

  • Renewal Management

  • Standard, Custom, Saved and Shared Reports

  • Attachment Management

  • Important Dates Management

  • Vendor Relationship Management

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