Reminders are only useful if they fire without you remembering to set them. COI Tracker schedules every renewal nudge automatically — three emails on a fixed 30/14/7-day cadence, one dashboard, zero manual calendaring.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
A reminder you set yourself is a reminder you can snooze into oblivion. COI Tracker’s reminders run automatically off each certificate’s expiry date, no manual entry per vendor.
A single nudge a week out often isn’t enough lead time to collect a new certificate. The 30, 14, and 7-day cadence gives you three chances before the deadline.
Even after you remember, someone still has to email the vendor for the new certificate. The Request Update button sends that email for you, from your name.
Certificates you’ll keep tracked
Automated COI reminders email you before a vendor’s certificate expires so you can renew it in time. COI Tracker sends them on a fixed schedule — 30, 14, and 7 days before the expiry date you enter.
Yes — the Request Update button emails the vendor directly, from your name, asking them to send a current certificate. You choose when to send it; COI Tracker composes and delivers the message.
No — the 30, 14, and 7-day cadence runs automatically once you enter each certificate’s expiry date. There’s nothing to set up per vendor beyond the date itself.
Yes — automated reminders are included on every plan, including Free for up to 3 vendors. Paid plans (Starter $29/mo, Growth $59/mo) raise the vendor limit and Growth adds CSV import.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.