Automate insurance verification, fix your compliance gaps, and ensure airtight risk transfer.
Easy, automated COI tracking for common insurance requirements.
$15
Advanced COI analysis for complex coverage, including contracts and forms.
$25
Everything in Essential, plus:
Extensive analysis and customization, plus full platform for 360° risk management.
Custom
Everything in Pro, plus:
Standard list rate is shown. Volume-based discounts are available.
Optional add-ons
With Pro and Custom packages, extend your platform for 360° compliance automation, and scale with managed services to help resolve issues with vendors.
Simplify operations and speed up onboarding with contract e-signature built into your compliance workflows.
Easily automate FCRA-compliant background checks at scale and streamline risk operations.
Automate spot checks for serious traffic violations, license issues, or other MVR red flags.
Automate due diligence for W-9s, business registration, and risk flags for legal or reputation issues and more.
Verify professional licenses (medical, bar, realtor), certifications (OSHA, CPR), trade licenses, training certificates and more.
Scale flexibly with white-labeled outreach to collect docs and resolve issues with unresponsive vendors.
Compare line-by-line to find the plan that will best suit your company’s needs.
Scroll sideways to compare all three plans.
| Feature | Essential | Pro | Enterprise |
|---|---|---|---|
| Platform Foundations | |||
| Third Parties: Vendors, Suppliers, Customers | 200 to 1,000 | 500 to 10,000 | 10k+ |
| Unlimited Administrators & Users | Equal Access Permissions | Role-based, Tiered Permissions | Role-based, Tiered Permissions |
| Unlimited Document History | Included | Included | Included |
Unlimited Risk ProfilesDetails about Unlimited Risk ProfilesRisk Profiles are how you organize your different requirements and workflows for different types of vendors. Basic Risk Profile Recommendations give you a built-in starting place for following general best practices for setting up requirements and workflows. Advanced Risk Profile Recommendations give you AI-powered guidance, benchmarks, and tailored best practices to help you set the right requirements and workflows to fit your network of vendors and your unique risk environment. | Included | Included | Included |
| Reporting, Analytics, and Data Exports | Included | Included | Included |
| Verification & Analysis | |||
Basic Insurance VerificationDetails about Basic Insurance VerificationStandard insurance verification includes: • Verify actual coverage and critical details for the most common types of insurance. • Standard information: verify the standard information typically found on Accord 25 forms • Single criteria verification workflows: collect-only or decisioning | Included | Included | Included |
Advanced Insurance VerificationDetails about Advanced Insurance VerificationAdvanced Insurance Verification includes: • Verification of any insurance type, including: cyber, employee dishonesty, garage liability, public and products liability, and employment practices liability • Advanced verification criteria, including: — Endorsement validation — Insurance collateral — Non-standard criteria, like store or job site number. • Multi-criteria risk evaluations, including either/or and conditional criteria | Not included | Included | Included |
| Contracts & Forms | Not included | Collect Contracts & Standard Forms like W-9s, Business Registrations, etc | Collect Contracts, Verify Forms like Permits, Hold Harmless Agreements, etc |
Document Processing and ExtractionDetails about Document Processing and ExtractionGet fast, accurate verification with: • Near-instant, AI-based 1st pass document processing • Fast, agent-assisted 2nd pass document extraction • Professional, accurate document audit & quality control | Included | Included | Included |
| Risk Profile Recommendations | BasicDetails about Risk Profile Recommendations in EssentialGet started quickly with general recommendations for setting up requirements and automation templates. | ProDetails about Risk Profile Recommendations in ProEnsure best practices with AI-powered requirement recommendations and peer benchmarks, tailored to your organization’s scale and vendor ecosystem. | ProDetails about Risk Profile Recommendations in EnterpriseEnsure best practices with AI-powered requirement recommendations and peer benchmarks, tailored to your organization’s scale and vendor ecosystem. |
| e-Signature Collection | Not included | Add-On | Add-On |
| Background Checks | Not included | Add-On | Add-On |
| Motor Vehicle Record Checks | Not included | Add-On | Add-On |
| Business Verification | Not included | Add-On | Add-On |
| Credential Verification | Not included | Add-On | Add-On |
| Engagement with Third Parties | |||
| Brandable Portal for Third Parties | Included | Included | Included |
Secure Third Party AccessDetails about Secure Third Party AccessGet both data security, and low-friction submission of docs from vendors, with no additional accounts required. | Included | Included | Included |
| Fully Embedded UX for Custom Applications | Not included | Not included | Included |
Customizable Email Templates & WorkflowsDetails about Customizable Email Templates & WorkflowsEasily manage and customize: • Custom email content • Custom 3rd party support templates • Verification requirements listed in email • Mail merge tags for additional personalization • Flexible, per email type configurability • Certificate holder templates | Included | Included | Included |
Fully Configurable Email CadencesDetails about Fully Configurable Email CadencesIncludes: • Advanced scheduling and triggers • Per email type configurability | Included | Included | Included |
| Advanced Developer & IT Capabilities | |||
| API | Not included | Included | Included |
| Sandbox/Staging Envrionments | Not included | Included | Included |
| SSO | Not included | Not included | Included |
| Integrations | Not included | Not included | Included |
| Security | |||
| Admin & User Permissions | Equal Access Permissions | Role-based, Tiered Permissions | Role-based, Tiered Permissions |
| SOC 2 Type 2 | Included | Included | Included |
| AES-256 Encryption Transit/Rest | Included | Included | Included |
| Secure Admin Portal | Included | Included | Included |
| Privacy Focused Compliance (GDPR/CCPA) | Included | Included | Included |
| Support & Customer Success | |||
| Customer Support Team | Included | Included | Included |
| AI Virtual Assistant | Included | Included | Included |
| Customer Success | Customer Success Team | Dedicated CS Manager | Dedicated CS Manager |
| Onboarding | Guided Self-Service | Included | Included |
| Expert-led Contract→Requirements Extraction | Not included | Add-On | Add-On |
Managed ServicesDetails about Managed ServicesWhite-labeled outreach to collect docs and resolve issues with unresponsive vendors. | Not included | Add-On | Add-On |
TRANSPARENT AND PREDICTABLE
One price covers unlimited verifications, re-checks, and monitoring for that vendor.
The annual subscription covers the initial verification and ongoing monitoring for that vendor.
The price is small against avoided losses and recovered time.
FAQs
Have questions about Evident’s packages or pricing? You’re in the right place.
It’s pretty quick. We can get you up and running in a few weeks. Whether you’re coming from a legacy tool, or just need need to upload the tracking spreadsheets you’ve been using, we’ll make that easy and can help with csv and other bulk uploads, or API connections with your other systems.
Pretty easily, and you’ve got a few different options. Whether you’re coming from a legacy tool, or just need need to upload the tracking spreadsheets you’ve been using, we’ll make that easy and can help with csv and other bulk uploads, or API connections with your other systems. If it’s more practical for you, you can also take a phased approach. Some customers start with just their new vendors on Day 1, and then bring over existing vendors when they’re beginning a new project or are due to renew coverage. We’re flexible to help accommodate what’s most practical for you.
Yes, just talk to your customer success manager and we’ll help sort that out.
No charge – you get unlimited users and documents. You’ll only pay more if you want to upgrade to a more advanced package, or if you want to verify more third parties.
Clear fit, before commitment
Need to experience the Evident difference in action first? Schedule a brief demo with our team to determine the best fit for your organization.