Certificate of Insurance Tracking
COI Tracker automates certificate of insurance tracking for property managers, contractors, and facility teams. Add your vendors, set expiry dates, and get email reminders before anything lapses.
Free up to 3 vendors. Upgrade when you need more.
A Certificate of Insurance (COI) is a one-page document that proves a vendor carries active insurance — typically general liability, workers compensation, and commercial auto. Businesses collect COIs from every contractor, cleaner, landscaper, plumber, and service provider who works on their property or job site.
COI tracking is the process of collecting those certificates, recording their expiry dates, and making sure you always have a current one on file. When a certificate lapses and something goes wrong — a slip and fall, property damage, an equipment accident — the cost can fall back on you if you cannot prove the vendor was insured.
Most teams start in a spreadsheet. That works until the list grows past a dozen vendors, reminders get missed, and someone calls asking why you let the landscaper's policy expire six months ago. See the full spreadsheet vs. software comparison →
A spreadsheet does not know what day it is. Expiry dates sit there silently until someone checks — which means someone forgets.
Noticing an expired COI is half the job. Chasing the vendor, waiting for their broker, and filing the new cert is the other half. Spreadsheets do not help with any of it.
When a claim happens and someone asks for proof of prior coverage, a spreadsheet cell with a date is not enough. You need the actual PDF on file.
COI Tracker emails you 30, 14, and 7 days before each certificate expires. Nothing slips through.
Click "Request Update" and we send a professional email to the vendor asking for their new certificate. Replies go straight to your inbox.
Attach the original certificate to each vendor record. Files are stored in private, encrypted buckets — never publicly exposed.
Every vendor shows Expired, Expiring Soon, or Safe at a glance. Filter and search in one keystroke. No digging through folders.
Already have a vendor list? Upload a CSV and import your entire list in minutes instead of entering each vendor by hand.
Free plan covers up to 3 vendors — no credit card, no trial period. Upgrade only when your list outgrows it.
Any business that manages vendors and needs to confirm they carry active insurance.
A COI tracker is software that stores vendor certificate of insurance details, monitors expiry dates, and sends renewal reminders automatically. It replaces the manual work of checking spreadsheets and chasing vendors.
Any business that hires contractors, vendors, or service providers and needs to confirm they carry active insurance. Property managers, general contractors, facility managers, commercial landlords, and restaurant operators are the most common users.
A spreadsheet is a static list. It cannot alert you when an expiry date passes. A COI tracker sends proactive reminders 30, 14, and 7 days before each expiry and lets you request a new certificate directly from the vendor in one click.
Yes — the Free plan supports up to 3 vendors with no credit card required. Paid plans start at $19/month for up to 25 vendors.
No. COI Tracker is entirely web-based. Sign in with a magic link — no passwords, no downloads.
Free up to 3 vendors. No credit card required.