Managing certificates of insurance is really three jobs: collect them, track their dates, and renew them on time. COI Tracker handles all three in one dashboard so none of them falls through.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Collecting, storing, and renewing certificates falls between the cracks when no single system holds it. COI Tracker gives the whole cycle one home.
A spreadsheet of dates and a folder of PDFs means two systems that fall out of sync. Storing the certificate with its expiry keeps the record whole.
Managing a COI means recalling the date and then getting a new certificate from the vendor. Reminders handle the memory; the Request Update button handles the chase.
Certificates you’ll keep tracked
Certificate of insurance management is the end-to-end process of collecting, storing, tracking, and renewing vendors’ COIs. COI Tracker brings the whole cycle into one dashboard with automatic reminders.
Collect the certificate, store it, record its expiry date, and renew it before it lapses. COI Tracker covers each step: upload and private storage, expiry tracking, status filtering, and 30/14/7-day reminders.
Yes — the dashboard shows each vendor’s status and lets you filter to active, expiring, or expired. That turns a pile of certificates into a prioritized to-do list.
No — you review each certificate and decide whether it meets your requirements; COI Tracker manages the documents and dates, not the approval. It stores the file, tracks the expiry, and reminds you, leaving the judgment to you.
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.