Track COIs, workers’ comp clearances, licences, and other vendor documents in one place. Upload a certificate and see where each field came from — you confirm, nothing is auto-verified. Automated reminders before anything lapses. Free for your first 10 vendors.
Not ready for software? Download the free COI spreadsheet template10 vendors free · No credit card · Setup in 2 minutes
Acme Plumbing
General Liability · 6d
BlueSky HVAC
Workers Comp · 19d
30 · 14 · 7
Reminder thresholds
2 min
Setup time
10 vendors
Free tier
US · AWS
Data region
CA · USA
Coverage
Three steps. No training required.
Set what each vendor must keep current — COIs, workers’ comp clearances, licences, safety docs, or anything custom. Enter expiry dates and drop in the PDF. CSV import on Growth and above.
Upload the PDF directly, or use the COI reader to extract fields with a link to where each one sits on the certificate — you confirm every value. Missing a cert? One click sends a request from your name.
Automated emails 30, 14, and 7 days before each document lapses. Color-coded status at a glance — expired, due, expiring soon, or safe.
Free tools
No account, no email, nothing stored. Use these whether or not you ever track a vendor with us.
Upload a COI and see its policy dates, limits, carriers, and anything missing — with each value outlined on your own certificate. Nothing is stored.
Open itA field-by-field walkthrough of a liability certificate: what sits in each box, and what it does and does not tell you.
Open itGenerate the email that asks a vendor for their certificate — ten situations, from the first request to chasing an expired one.
Open itWhy this matters
The failure mode is always the same: a vendor’s certificate lapses quietly, nobody notices for months, and the gap only surfaces when someone asks for proof of coverage.
A spreadsheet is a snapshot. It doesn’t know what day it is, doesn’t track who owes what, and definitely doesn’t email you when something is about to expire.
Vendor renewal threads get pushed below standup notes within a week. By the time someone searches for the cert, it’s already lapsed.
One vendor? Sure. Twenty? Renewals start slipping. A hundred? Manual tracking has no realistic way to keep up — every vendor you onboard multiplies the chances a lapse goes unseen.
Every feature earns its spot. Nothing you don’t need.
Upload a certificate and the reader extracts fields — insurer, limits, dates, policy numbers — and shows where each value came from on the document. You confirm; nothing is auto-verified.
Track workers’ compensation clearances with jurisdiction-aware labels for every Canadian province, territory, and US state, plus business licences, safety documents, and any custom requirement.
Emails before each document expires — 30, 14, and 7 days out by default. No cron jobs to wire up, no email provider to manage.
Click once — we send a professional email from you asking for the updated cert. Replies go directly to your inbox.
Expired, due, expiring soon, or safe — every row is color-coded. Filter by status, search by vendor in one keystroke.
Attach the original certificate. Files are stored privately and opened through short-lived signed URLs.
No passwords, no SSO setup. Enter your email, click the link, you’re in.
Postgres RLS from day one. Your data is isolated at the database level — we can’t accidentally leak it.
Pro plans let you set your own reminder schedule — change the default thresholds to whatever fits your renewal workflow.
Property managers, contractors, facility managers, restaurant operators, and any team with vendor compliance on its plate. One tool, every industry.
A COI is a one-page summary proving a vendor carries active insurance — typically general liability, workers compensation, and auto. You collect them from contractors, cleaners, landscapers, and anyone else who works on your property, so you are not left exposed when something goes wrong.
Add your vendors and set the documents each one must keep current — COIs, workers' comp clearances, licences, safety docs, or anything custom. Upload a certificate and the reader extracts fields with a link back to the document — you confirm each one. Automated reminders land 30, 14, and 7 days before each document lapses, and one-click "Request Update" sends the vendor an email from your name asking for the latest version.
Property managers, general contractors, facility managers, restaurant operators, commercial landlords, and bookkeepers across Canada and the USA who currently track insurance and vendor documents in Excel, Google Sheets, or sticky notes. Teams of 1 to 50 people with anywhere from 3 to a few hundred vendors.
Yes. Every COI can have an optional PDF attached. Files are stored securely in private buckets and only you can see them — we generate short-lived signed URLs so nothing is ever publicly exposed.
Free for up to 10 vendors. Paid plans: $29/month for 25 vendors, $59/month for 100 vendors, $129/month for unlimited vendors. No seat fees, no per-document charges, cancel any time.
Yes. We use Supabase with row-level security so users can only ever see their own data, files are stored in private buckets accessed via short-lived signed URLs, and all traffic is HTTPS. Sign-in is magic-link only — no passwords to leak.
Certificates of insurance (general liability, auto, umbrella, workers' comp), workers' compensation clearances with jurisdiction-specific labels for every Canadian province, territory, and US state, business licences, safety documents, and any custom document type you define for a vendor.
VendorReady is built by COI Tracker — it is the COI reading and vendor-document tracking layer. Upload a certificate and the reader extracts fields with a source link back to the document. Beyond COIs, it tracks workers' comp clearances, licences, safety docs, and custom documents. The reader is currently in early access.
The reader tries deterministic methods first — pulling fields from the PDF's native form data or positioned text. If those methods cannot read the document and your account permits it, model-assisted extraction is available as a fallback. Either way, every extracted field is marked for your review and links back to where it appears on the certificate. Nothing is auto-verified.
Practical guides on COI tracking, vendor compliance, and the boring-but-important paperwork.
May 18, 2026
Six honest options for tracking vendor certificates of insurance — from spreadsheets to enterprise platforms — with best-for and not-for on each.
Read moreApril 25, 2026
Four specific moments your COI tracking spreadsheet stops working — and what to switch to at each one. Honest, with numbers, no upsell hype.
Read moreApril 25, 2026
A missing or expired vendor COI changes your position if something goes wrong. What follows, what to do first, and how to verify a certificate.
Read moreAdd your first 10 vendors in under 2 minutes — and never get a “their insurance lapsed three months ago” call again.
Built by Pavneet, a solo developer in BC — reply to any email and you reach me directly.
© 2026 COI Tracker. All rights reserved.
Built for small teams that manage vendors. Not legal or insurance advice.
COI Tracker — built and run by a solo developer in Surrey, BC. Your data is yours: export or delete it anytime.
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