COI Tracking Software: 6 Tools Compared (2026)
Six honest options for tracking vendor certificates of insurance — from spreadsheets to enterprise platforms — with best-for and not-for on each.
Read postBlog
Certificate of insurance, explained
Guides, templates, and field notes on tracking vendor COIs without losing your Tuesday to a spreadsheet.
When Spreadsheets Break for COI Tracking: 4 Warning Signs
Four specific moments your COI tracking spreadsheet stops working — and what to switch to at each one. Honest, with numbers, no upsell hype.
Read postWhat Happens When a Vendor's COI Expires? (Real Costs, 2026)
What actually goes wrong when a Certificate of Insurance lapses — denied claims, audit failures, stop-work orders — and how to recover when one already has.
Read postVendor COI Audit Checklist: 12 Things Auditors Actually Check (2026)
The 12 items lenders, carriers, and franchisors look for when they audit your vendor COI binder — plus the gotchas that catch most small operators.
Read postSpreadsheet vs COI Tracking Software: When to Switch (2026)
Side-by-side comparison: what a spreadsheet does well, what dedicated COI tracking software does better, and the exact vendor count where the math flips.
Read postHow to Track Vendor Certificates of Insurance: 2026 Guide
Step-by-step: the 14 fields to collect, the renewal cadence that works, the audit-ready file structure, and the moments most teams quietly stop tracking.
Read postCOI Tracking for Small Property Managers: 7-Step Workflow (2026)
The monthly rhythm small property managers actually use to track vendor COIs across 5–50 vendors — onboarding, renewals, audits, and the bits that break.
Read postFree COI Tracking Spreadsheet Template (.xlsx, 2026)
Download a free COI tracking spreadsheet template with 14 fields, status formulas, and conditional formatting. Built for small property managers and GCs.
Read post