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COI tracking · Catering companies

COI tracking for catering companies

You subcontract bartenders, rent equipment, and pull in staffing agencies for big events. If one of them is uninsured on site, the client and venue will look to you.

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3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card

The job

Where this gets hard

A subcontracted bartender’s lapse becomes your claim

When you bring in outside bar staff or a rental company and their policy has expired, an on-site injury flows back to your catering business. Automated 30/14/7-day reminders keep every partner current.

Venues won’t let you load in without proof of coverage

Many venues require a certificate before your team and your subcontractors set foot inside. Store each uploaded certificate and export a CSV so you have proof ready before load-in.

Event season stacks renewals on top of bookings

Peak months mean more rentals, more temp staff, and more certificates to chase. COI Tracker batches every vendor into one status dashboard so nothing lapses mid-season.

Typical vendors catering companies track

Examples we see in this dashboard

  • Event rental companies (tents, tables, china)
  • Staffing & temp-labor agencies
  • Subcontracted bartenders & servers

How COI Tracker handles it

  1. 1Add each vendor with name, email, certificate type, and expiry date — or bulk-import a spreadsheet on Growth+.
  2. 2Upload the certificate PDF on each row. Files are stored privately and surfaced through short-lived signed URLs.
  3. 3Get reminders 30, 14, and 7 days before each expiry. Click “Request Update” to ping the vendor for the new cert.
Try it with your first 3 vendors free

FAQ — Catering companies

Which of my partners should carry their own insurance?

Any independent subcontractor or supplier working an event under your name: rental firms, staffing agencies, bartenders, and delivery drivers. Add each as a vendor and track the certificate they provide.

How do I get a fresh certificate from a rental company fast?

Click "Request Update" on their vendor row and COI Tracker emails them from your name. They reply with the certificate, you upload it once, and the expiry date and reminders refresh.

Can I keep proof of coverage ready for each venue?

Yes. Every uploaded certificate is stored privately and reachable in one click, and you can export a CSV proof-of-coverage list — included on every plan, including Free — to send ahead of an event.

How many subcontractors can I track?

The Free plan covers 3 vendors. Caterers that lean on rentals and staffing usually move to Starter at $29/mo, and Growth at $59/mo adds CSV import to load your existing subcontractor list.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

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Ready to take vendor compliance off your plate?

3 vendors free, no credit card required. Upgrade only when you outgrow it.

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