Event caterers, repair contractors, buses for trips, rental companies for the fellowship hall — a congregation hosts and hires constantly, often through volunteers who rotate out. When a vendor’s certificate lapses, the exposure lands on the church.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
The person who kept the vendor certificates in their inbox moves on, and the next volunteer starts from scratch. A shared dashboard holds every vendor and expiry date in one place so knowledge doesn’t walk out the door.
Weddings, banquets, and community events bring caterers, rentals, and AV crews onto church property. Click "Request Update" to email each vendor from your name and collect a current certificate before the doors open.
A roofer working on the sanctuary or a chartered bus for a youth trip carries risk that becomes yours if their coverage lapsed. Automated 30/14/7-day reminders keep those certificates current when it matters most.
Typical vendors churches & religious organizations track
No. Every vendor and expiry date lives in one dashboard, so when a volunteer changes, the record stays. Reminders arrive automatically at 30, 14, and 7 days, and "Request Update" emails the vendor from your name — no institutional memory required.
Event caterers and rental companies, facility and repair contractors, and bus or transport operators for trips. Any vendor working on the property or driving on the congregation’s behalf should have a current certificate on file.
Filter the dashboard by status and export a CSV — included on every plan, even Free — for a current list of insured vendors. Certificate PDFs stay in private storage behind signed URLs. COI Tracker records and reminds; it doesn’t verify the coverage.
Free tracks up to 3 vendors with CSV export. If you host often and track more, Starter is $29/mo and Growth is $59/mo with CSV import to bring in an existing vendor list.
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.