Vendor Compliance Software

PRECISION IN
COMPLIANCE

ZOQENA is vendor compliance software for tracking COIs, vendor requirements, coverage gaps, expirations, and the actions that need attention.

Vendor Portfolio

Compliance Manager View

Westline Electrical LLC

Los Angeles, CA

Hudson Mechanical Group

New York, NY

Lone Star Plumbing Co.

Austin, TX

Lakefront Facilities LLC

Chicago, IL

Atlantic Service Partners

Miami, FL

Cascade Maintenance Co.

Seattle, WA

Hudson Mechanical Group

Needs Review

Item

General Liability

Required$2,000,000
Current$1,420,000
Gap$580,000

Additional Insured Endorsement

Missing
See Correction Workflow
Illustrative product view — not customer data.

Operational Loop

A typical vendor compliance lifecycle from requirements through re-evaluation.

01

Requirements Set

02

Document Submitted

03

ZOQENA Evaluates

04

Needs Review / Gap Identified

05

Correction & Manager Review

06

Re-evaluation / Meets Requirements

Deterministic Requirement Evaluation

The ZOQENA Engine

ZOQENA structures relevant information from submitted insurance documents and compares it with organization-defined requirements so teams can see gaps, review exceptions, and determine what needs attention next.

01Raw Document
INSURED ENTITY
GL LIMIT
ENDORSEMENT
02Structured Data

Extracted Compliance Data

Insured Entity Name

HUDSON MECHANICAL GROUP

General Liability Limit

$1,500,000

Additional Insured Endorsement

NOT FOUND

03Requirement Matrix
General Liability LimitGAP

Required

$2,000,000

Extracted

$1,500,000

Insured Name MatchPASS

Exact match evaluated against the vendor record.

Additional InsuredMISSING

Required

CG 20 10 Endorsement

See Correction Workflow

Product Workflow

Vendor compliance management from document collection through re-evaluation.

1

Collect

Documents received, COIs submitted, and vendor responses organized in one workflow.

COI_Updated.pdf

Submitted by vendor

2

Evaluate

Requirements are compared with submitted information so coverage gaps and records needing review are visible.

General LiabilityGAP IDENTIFIED

Current

$1,500,000

Required

$2,000,000

Action needed: review and request correction
3

Maintain

Track expirations, review updated documents, and re-evaluate requirements as vendor information changes.

Expiration Tracking

Renewal approaching
21 days

Free Vendor Compliance Tools

Test the numbers yourself.

Check a requirement, estimate workflow time and labor cost, or review COI expiration timing before opening the full ZOQENA tools.

Coverage & Requirements

Check the requirement first.

Compare a required insurance limit with the coverage currently available and see the result instantly.

Open QuickCheck

Coverage Gap Calculator

Change either number and the result updates immediately.

Open full Coverage Gap Calculator

Requirement Result

$500,000 Gap

Required $2,000,000 · Current $1,500,000

Operations Planning

See what time and deadlines look like.

Estimate internal labor impact and check an expiration date.

Time & Cost Savings Calculator

Move the sliders to model your own compliance workload.

Portfolio size

220 vendors

Current compliance hours / month

89 hrs

Estimated ZOQENA hours / month

67 hrs

Team labor cost / hour

$45/hr

Estimated workflow impact

Based on 220 vendors

Hours / month

22

Hours / year

264

Labor / month

$990

Labor / year

$11,880

Portfolio workload

Per 100 vendors: 40.5 current hrs → 30.5 estimated hrs.

Difference: 10.0 hours per 100 vendors.

Your inputs

89 hrs − 67 hrs = 22 potential hours recovered / month.

Estimate calculated only from values you select. Actual results depend on your workflow and use of ZOQENA.

Open full Time & Cost Calculator

COI Expiration Calculator

See exactly how much time remains before a Certificate of Insurance expiration date.

Status

Expiring Soon

21 days remaining

Open full COI Expiration Calculator

Want to compare more than one requirement?

Open QuickCheck for a broader manual requirement comparison.

Try QuickCheck

ZOQENA Passport

ZOQENA Passport gives vendors and contractors a privacy-safe credential tracking view for organizing and sharing summarized compliance information while tracking client requirements and expirations.

  • Summarized compliance information
  • Client requirements and expiration tracking
  • Privacy controls
Explore ZOQENA Passport

Westline Electrical LLC

Meets Requirements

General Liability

$2,000,000

Auto Liability

$1,000,000

Illustrative privacy-safe summary.

Stop chasing vendor documents.

See which vendors meet requirements, which need review, which are expiring soon, and what needs attention next.

17

Meets Requirements

Requirements satisfied. No action needed.

4

Expiring Soon

Renewals are approaching and need attention before expiration.

3

Needs Review

Coverage gaps or missing items require manager review or correction.

Illustrative portfolio snapshot — not customer data.

ZOQENA Pricing

Pricing that fits how you work.

Choose ZOQENA Passport for individual vendors and contractors, or organization pricing for managing vendor compliance.

For Vendors & Contractors

Passport Free

Basic compliance sharing for individual vendors.

$0
Explore Passport Free

Passport Pro

Unlimited saved clients, expiration and renewal tracking, requirement attention dashboard, and client summaries.

$15

/mo

Explore Passport Pro
For Organizations

Choose a plan based on the number of active vendors your organization manages.

Essentials

$99/mo

Up to 25 active vendors.

View Plan Details

Growth

$249/mo

Up to 100 active vendors.

View Plan Details

Scale

$499/mo

Up to 300 active vendors.

View Plan Details

Enterprise Custom

300+ active vendors.

Contact Sales

Frequently Asked Questions

Common questions about vendor compliance, COI tracking, insurance requirements, and how ZOQENA works.

Vendor compliance software helps organizations manage vendor requirements, track Certificates of Insurance (COIs), review coverage information, identify gaps and expirations, and organize the actions that need attention.

Action Inbox

Know what needs attention before it becomes a problem.

Bring requirements, gaps, expirations, vendor responses, and re-evaluation into one workflow so the next action is easier to see.

Action Inbox

Compliance Manager View

4 need attention

Hudson Mechanical Group

General Liability gap

Lone Star Plumbing Co.

COI renewal approaching

Lakefront Facilities LLC

Updated document submitted

Cascade Maintenance Co.

Updated requirements processing

Illustrative workflow — not customer data.