Compliance breaks the moment one vendor’s policy quietly expires. COI Tracker shows you which certificates are current, which are close, and which have lapsed — and emails the vendor for you when it’s time to renew.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
When someone asks whether every vendor is currently insured, scrolling an inbox isn’t an answer. Status filtering on the dashboard shows active, expiring, and expired vendors in seconds.
A vendor who was compliant at signing quietly falls out of compliance the day their policy lapses. Automatic reminders surface that renewal before the gap opens.
When you need to show coverage, the certificates are spread across months of email. COI Tracker keeps each certificate stored against its vendor, and CSV export gives you the full list on any plan.
Certificates you’ll keep tracked
COI compliance software helps you keep every vendor’s insurance certificate current and provable. It tracks each COI’s status and expiry, stores the certificate, and reminds you before coverage lapses.
A vendor is generally considered compliant when they carry the coverage types and limits your contract requires and the certificate is unexpired. You set the requirement and review each certificate; COI Tracker keeps the dates and documents in front of you so nothing slips out of compliance unnoticed.
Yes — the dashboard lets you filter vendors by status so you can see active, expiring, and expired certificates at a glance. That makes it fast to prioritize which vendors to chase first.
Yes — it replaces the manual spreadsheet with a dashboard that also emails reminders and stores the certificate file. You can still export everything to CSV on any plan if you need it in a sheet.
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.