For group practices, counseling centers and clinics

Every clinician's malpractice coverage, current and on file.

Collateral collects professional liability certificates from your counselors and therapists, keeps track of when each one expires, and asks for the renewal before it lapses. You stop keeping a spreadsheet of renewal dates.

  • Free for up to 50
  • No credit card
  • They don't need an account
Preview of the Collateral insurance tracker

Every clinician renews on a different date.

The renewal dates live in your head.

Twelve clinicians, twelve policies, twelve renewal dates, and they're all in a spreadsheet only you update.

Contractors bring their own coverage.

1099 clinicians buy their own malpractice insurance. You only find out it lapsed if you think to ask.

Credentialing wants proof, now.

Payers, hospitals and your own carrier ask for current certificates, usually on a deadline.

How it works

Set up once. Renewals take care of themselves.

  1. 1

    Add your clinicians

    A name and an email for each clinician, one at a time or from a spreadsheet.

  2. 2

    Send the request

    Each clinician gets a phone-friendly link and uploads a certificate without making an account, or forwards it to their insurance agent.

  3. 3

    Let Collateral keep track

    It reads each certificate, flags what may need review, and asks again before anything expires.

What helps most

Made for small practices.

Therapy practices

Common questions

Yes. Track anyone whose coverage you need on file: independent contractors with their own policies, employees on a practice policy, interns and supervisors.

Other industries

Your clinicians focus on clients. Let Collateral handle the renewal reminders.

Create your free account and add your first clinician in minutes.