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Vendor Operations

Insurance Vendor Management Built Into Your Claims Platform

Every vendor. Every invoice. Every compliance document. All in one place.

ECode Pro manages the complete vendor lifecycle within your claims operation — contractor assignments, invoice approval, W-9 collection, COI verification, and payment status — without a separate system or manual tracking.

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Vendor Dashboard
Active Vendors
47
Invoices Pending
12 — $84,200
COI Expiring Soon
3 vendors
Paid This Month
$312,500
Recent Activity
ServicePro Restoration
Invoice approved — $28,500
10m ago
Atlas Engineering
COI expires in 7 days — alert sent
25m ago
Premier Contractors
New W-9 received and filed
1hr ago
Benchmark Roofing
Payment issued — $14,200
2hrs ago
The Problem

Your Vendor Payments Are Getting Delayed Because Nobody Can Find the COI, the W-9, or the Approved Invoice

Insurance claims involve dozens of vendors per file — contractors, engineers, attorneys, public adjusters, restoration companies, environmental firms. Each one needs to be assigned to a claim, given a scope, tracked for completion, and paid when the work is done. Each one also needs a current W-9 and valid certificate of insurance on file before any payment can be issued.

In most claims organizations, vendor compliance documents live in email folders. Invoice approvals happen in email threads with no audit trail. Payments get delayed because the accounting team cannot find the W-9 that was emailed three months ago. Vendors with expired COIs get paid anyway because nobody checked.

ECode Pro centralizes the entire vendor relationship under your claims platform. Assignments are made from the claim file. Invoices come in through a vendor portal and attach to the claim automatically. Compliance documents are stored per vendor with expiration alerts. Payments cannot be issued to a vendor with expired documentation.

Without ECode Pro

Vendor COIs and W-9s tracked in email rather than a compliance system
Invoice approval happening through email with no structured workflow or audit trail
Payments made to vendors with expired certificates of insurance
No visibility into vendor performance across multiple claims
Contractor assignments made by phone call rather than structured workflow
With ECode Pro: Every vendor compliant. Every invoice tracked. Every payment documented.
Everything Included

Every Feature You Need

No add-ons. No hidden tiers. Included with every ECode Pro subscription.

Vendor Compliance Tracking

Every vendor in your database has a compliance profile — W-9, certificate of insurance, license information, and any carrier-specific requirements. Documents are stored with expiration dates. Alerts fire automatically when documents are approaching expiration.

Invoice Portal

Vendors submit invoices through a dedicated portal that attaches them directly to the associated claim and routes them through your configured approval workflow. Vendors see payment status without accessing the full claim file.

Payment Block on Non-Compliant Vendors

ECode Pro prevents payment to any vendor with expired compliance documentation. The payment request is blocked with an explanation of what document needs to be renewed. No accidental payments to uninsured contractors.

Contractor Assignment Workflow

Assign contractors to claims with a defined scope, timeline, and budget directly from the claim file. Assignment status is tracked — pending acceptance, confirmed, in progress, complete. No phone tag to find out if the contractor has started.

Vendor Performance Tracking

Track response time, completion rate, invoice accuracy, and claim outcome correlation per vendor. Over time, this data tells you which contractors produce the best results and which ones create delays and disputes.

Preferred Vendor Network

Build an approved vendor list by trade, territory, and carrier. When an adjuster assigns a contractor, preferred vendors for that trade and area appear first. Carrier-specific vendor requirements are enforced automatically.

We had a carrier audit ask specifically about vendor compliance documentation. I pulled the report in four minutes — every vendor, every COI, every W-9, all current. The auditor was genuinely surprised. Before ECode Pro that would have taken us two days.

Michael A.
Director of Operations
Customer Result

Vendor Compliance That Protects Your Organization

Payments to non-compliant vendors dropped to zero after implementation
Invoice approval time reduced from 6 days to under 18 hours
Vendor COI compliance rate improved from 74% to 99%
Carrier vendor audit completed in under 30 minutes vs. 2 days previously
Contractor dispute rate reduced 60% through structured scope documentation
See How It Works →

Frequently Asked Questions

Common questions before your demo.

Yes. Vendors receive access to a portal where they submit invoices, upload supporting documentation, and check payment status — without accessing the full claim file or any other vendor information.
Each vendor has one compliance profile in ECode Pro. Their COI and W-9 are stored once and validated against every carrier they work with. If Carrier A requires additional insurance coverage, that carrier-specific requirement is noted on the vendor profile.
ECode Pro sends an automated alert to the vendor, their primary contact at your organization, and any adjuster with an open assignment to that vendor. Payments are blocked until the updated COI is uploaded and verified.
Yes. After each claim closes, supervisors can add performance ratings and notes to the vendor record. This builds a searchable performance history that informs future assignment decisions.

See Vendor Management in Action

Book a 30-minute demo and see how ECode Pro manages your vendor relationships from assignment to payment.

Book a Free Demo →