COI tracking, customized to your industry

Same product, different conversations. Pick the page that matches how you think about vendor compliance.

3vendors free · No credit card · Setup in 2 minutes

How COI tracking works

A Certificate of Insurance documents that a vendor carries the coverage your contract requires — usually a mix of General Liability, Workers Compensation, and sometimes Commercial Auto. If a claim happens during a coverage gap, the vendor’s policy can’t respond — and the loss can fall back on your account.

Tracking each policy’s expiry date is half the job. The other half is the renewal workflow: noticing the expiration is coming up, emailing the vendor for the new cert, getting the broker’s reply, and filing it. A spreadsheet doesn’t help with any of that. Read the full workflow guide →

COI Tracker is built around exactly this loop. Add a vendor, record the expiry date, store the PDF, and the app emails you 30 / 14 / 7 days before it lapses. When you’re ready to renew, click “Request Update” and we email the vendor for the new cert.

More reading: 12-item vendor COI audit checklist · When the spreadsheet stops working · Free .xlsx template (lead magnet)

FAQ — COI tracking

What is COI tracking?

COI tracking is the process of collecting and maintaining Certificates of Insurance from every vendor or contractor you work with — so you can prove they carry the coverage your contract or insurance policy requires. The work is record-keeping (vendor name, policy type, expiry date) plus chasing renewals before each policy lapses.

Why does the industry matter?

The vendors you track look different depending on what you do. A property manager tracks plumbers, electricians, landscapers, and elevator contractors. A general contractor tracks subcontractors by trade. A restaurant tracks linen services, pest control, and HVAC vendors. The product is the same; the examples and contract clauses are not — which is why each industry page exists.

Do I need to pick the right industry page to sign up?

No. All industries use the same app. The industry pages exist so you can see examples relevant to your work before you sign up. Once you’re in, you just add the vendors you actually have.

What does COI tracking software actually do day to day?

Three things. It stores every vendor’s certificate details and the PDF. It emails you 30, 14, and 7 days before each policy expires so nothing lapses unnoticed. And it lets you request the new certificate from the vendor in one click — the vendor replies, you upload the new PDF, the expiry date refreshes, and reminders restart.