A spreadsheet can hold a date, but it will never email you when that date arrives. COI Tracker keeps the simplicity of a list and adds the one thing a spreadsheet can’t: automatic renewal reminders.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
A cell can hold an expiry date, but it will never email you when that date arrives. COI Tracker adds the one thing a sheet can’t: automatic 30, 14, and 7-day reminders.
A spreadsheet holds the date while the actual PDF sits in email or a shared drive. COI Tracker stores the certificate against the vendor row so date and document stay together.
Shared spreadsheets are one mis-click from scrambled data or a lost vendor. A purpose-built dashboard keeps each vendor’s record intact.
Certificates you’ll keep tracked
A dedicated COI tracker replaces the spreadsheet with a dashboard that also stores the certificate and emails renewal reminders. COI Tracker does exactly that, and it’s free for up to 3 vendors.
Yes — the Growth plan ($59/mo) adds CSV import, so you can upload your current tracker in one step. Every plan can also export back to CSV, so you’re never locked in.
Because a sheet can’t notify you and can’t hold the certificate file — you still miss renewals and hunt for PDFs. A COI tracker keeps the list, attaches the document, and sends automatic 30, 14, and 7-day reminders.
No — you can start free with up to 3 vendors, add a few rows by hand, or bulk-import on Growth. The layout is deliberately spreadsheet-like, so there’s little to learn.
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.