"ITS is a constant example of outstanding customer service." - Kay Chandler, The Olson Co.
Switching to ITS from your current service provider has never been easier. No setup fee with a 12 month service agreement.
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Insurance Tracking Services
As one of the leading firms in the United States providing third-party certificate of insurance tracking and issuance services, we feel our ability to provide organizations with cost effective solutions is a direct result of the talent we employ.
Rick Lopez
CEO, CTO, President and Founder
For the past ten years, Rick Lopez has been involved in providing essential risk management services to organizations across the United States and internationally, from Canada and the United Kingdom to Mexico and Spain. Mr. Lopez has been instrumental in evolving certificate of insurance tracking and management from a cumbersome administrative process to a streamlined, risk management‐driven service.
From the start, Mr. Lopez had a vision to help organizations reduce risk and avoid exposure to losses from claims by implementing an essential risk transfer administration program. Incorporating his prior experience in building complex e‐commerce websites for the skin care industry, Mr. Lopez brought the technical knowledge required to develop and implement a sophisticated software program.
Mr. Lopez has appeared as a guest speaker at West Coast Casualty's Insurance Conference (2006) and IRMI’s Risk and Insurance Conference (2007, 2008).
Sherry Lynne, CIC
Director of Risk Management
With over 30 years in the property and casualty insurance industry, Ms. Lynne’s expertise comes in providing risk management services to an array of customers in many different industries. She is personally involved in training ITS staff on all aspects of our customers’ insurance requirements and is responsible for implementing procedures to address each customer’s needs.
In addition, Ms. Lynne oversees the company’s outside legal counsel, handles investor relations and serves as the Chief Administrator of the ITS Disaster Recovery Plan.
Michael E. Palacios, CRIS
Senior Account Manager, Vice President
Mr. Palacios has been with ITS since 2004. For the past five years, he has served as Senior Account Manager for some of our largest customers, including many publicly traded companies and several Fortune 500 companies.
As a licensed fire and casualty insurance professional, Mr. Palacios has the requisite insurance knowledge to facilitate insurance compliance with the most complex insurance requirements. Mr. Palacios interfaces directly with the customer’s staff as well as the contracted parties to communicate insurance deficiencies and assist in establishing compliance with the insurance requirements.
Now, read what our customers have to say:
“Rick is extremely knowledgeable, and his
company saves us time and money by securing
certificates of insurance for us. It is critical to know
that our subs, professionals and consultants
have the appropriate insurance, and it can be
a very time consuming process. It takes such
a specific level of expertise, and Rick has
developed something that is almost impossible
to develop in-house.”
Kay Chandler, General Counsel, The Olson Company
“The ability to have a point person
for all of our insurance needs is
critical in today’s world. ITS assumes
responsibility for addressing all
of our insurance issues, so rather
than expecting our accounting
department to keep track of
everything and make sure we have
all the proper insurance, we know
we have expert representation.”
Alex Hernandez, Senior Vice President, TELACU Development
"Michael, Thanks for all of your help - you have been very professional, responsive and thorough in your correspondence related to insurance compliance. Your professional approach and attention to the very important details lifted a substantial burden from us as we worked to qualify potential subcontractors and their insurance coverage!"
Linda W., Lincoln City, OR
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Essential Risk Management Starts Here
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In today's market, companies are looking to cut costs in any place possible, this includes reducing the amount of insurance and coverages maintained. To ensure your organization is aware of these types of changes, it begins with an effective certificate of insurance tracking program.
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Certificate of Insurance Issuance by ITS
EXPERT CERTIFICATE OF INSURANCE ISSUANCE
Utilizing ITS to issue your customers certificates of insurance has never been easier.
We help our customers cut costs, reduce work flow and still ensure that each certificate is issued in a timely and accurate manner. Once an insured is active in our system, the process is simple - submit the certificate holder's requirements and ITS will take care the rest. More.
Organizations in every industry utilize ITS to track and manage their incoming certificates of insurance. Our technology and insurance expertise permit quick and precise execution while ensuring each customer is handled on an individual basis. More.
Insurance agents, brokers and carriers trust ITS everyday to issue their certificates of insurance. Our innovation and prompt action has helped our customers reduce costs and increase efficiency. More.
