Asking a vendor for an updated certificate shouldn’t mean drafting the same email over and over. COI Tracker sends the request for you — from your name — and files the reply against the right vendor.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Writing the same “please send a current certificate” message to each vendor is pure busywork. COI Tracker composes and sends it for you with one click.
A certificate a vendor emails back is useless if it stays lost in your inbox. You upload it to the vendor’s record so the document and its expiry live together.
A single email is easy for a busy vendor to overlook. Automatic reminders tell you when to send another request so nothing stalls.
Certificates you’ll keep tracked
A COI request tool sends vendors a message asking for a current certificate of insurance, so you don’t have to draft it each time. COI Tracker’s Request Update button emails the vendor from your name with one click.
The email is sent in your name, so the vendor sees a request from you, not a third party. That keeps the exchange personal and makes vendors more likely to respond.
You upload it to the vendor’s record, where COI Tracker stores it privately behind signed URLs and tracks the new expiry date. From there the automatic reminder cycle restarts for that vendor.
Typically when onboarding a new vendor or when a certificate is nearing expiry. COI Tracker’s 30, 14, and 7-day reminders flag exactly when to send the next request.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
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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.