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Product Overview

PINS Advantage keeps Vista compliance codes current without manual entry. Vista tracks compliance at the AP Vendor and SL Subcontract level. Keeping those codes accurate takes ongoing work: collecting certificates, reviewing endorsements, tracking expiration dates, and chasing renewals. PINS handles that work and writes the result back to Vista. How it works: • AP Vendors, subcontracts, and project data sync from Vista to PINS. No manual imports. • Vendors and brokers upload COIs, endorsements, W-9s, licenses, and other documents through a secure link. No login required. • PINS AI reviews each document against your requirements, including additional insured, primary and non-contributory, and waiver of subrogation wording, and shows its reasoning. Your team makes the final compliance decision. • Approved status and expiration dates write back to the AP Vendor, Subcontract, and PO Compliance fields automatically. Flag-type and date-type codes are both supported. • Renewal requests go out automatically before policies expire, so AP sees current status before the payment run. Configurable to your Vista setup: send one roll-up compliance code or one per requirement, and cascade vendor-level status to associated subcontracts. Existing comp codes can be consolidated during setup. Implementation and support: most teams go live in 60 to 90 days with a dedicated US-based implementation rep who stays with you after launch. Support by phone or email, 8am to 4pm Pacific.

Features

  • Approved in PINS, Updated in Vista

    Once a submission is approved, PINS automatically writes compliance status and expiration dates to Vista's AP Vendor, Subcontract, and PO Compliance fields. No manual entry required.
    Approved in PINS, Updated in Vista
  • Endorsement Review, Not Just Certificate Collection

    PINS reviews additional insured, primary and non-contributory, and waiver of subrogation language against your requirements and shows the evidence behind every finding. Your team makes the final compliance decision.
    Endorsement Review, Not Just Certificate Collection
  • Requirements for Every Vendor Type

    Build requirement templates by vendor type or risk profile, or let PINS AI read the contract and build them. Each vendor and subcontract is checked against the right requirements.
    Requirements for Every Vendor Type
  • Renewals Before the AP Hold

    PINS tracks every expiration date and sends renewal requests on the schedule you set. Vendors upload renewals through a no-login link, and approved renewals sync to Vista automatically.
    Renewals Before the AP Hold

Categories

Accounting & Financials

Accounting & Financials

Project Management

Project Management

Productivity

Productivity

Payments

Payments


Support

View Full Support and Resources

Terms & Conditions

Accounting & Financials

PINS Insurance Compliance

Automated COI Tracking Software

Developer: PACIFIC INSURANCE NETWORK SYSTEMS, INC

  • Works with Vista
  • Certified by Trimble
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