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COI tracking · Dental practices

COI tracking for dental practices

Every contractor who touches your operatory — equipment techs, sterilization and waste haulers, the after-hours cleaning crew — is a liability you carry until their policy lapses. Miss one renewal and their incident becomes your claim.

3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card

The job

Where this gets hard

Equipment techs work on your gear and your premises

A compressor or chairside-unit technician injured on site, or one who damages your suite, is exactly the scenario where their coverage matters. If it lapsed, the exposure shifts to your practice. Keep every tech’s certificate current with automated 30/14/7-day reminders.

Amalgam and biohazard waste can’t ride with an uninsured hauler

The vendor carrying regulated dental waste off your property is one you never want working without coverage. Track their expiry date and send a "Request Update" email — from your name — the moment it approaches.

Your landlord and carrier expect a tidy vendor file

Dental suites are usually leased, and both the landlord and your own carrier may ask for proof your vendors are insured. Filter by status and export a CSV in seconds instead of hunting through your inbox.

Typical vendors dental practices track

Examples we see in this dashboard

  • Dental equipment & compressor technicians
  • Amalgam & biohazard waste haulers
  • After-hours office cleaning services

How COI Tracker handles it

  1. 1Add each vendor with name, email, certificate type, and expiry date — or bulk-import a spreadsheet on Growth+.
  2. 2Upload the certificate PDF on each row. Files are stored privately and surfaced through short-lived signed URLs.
  3. 3Get reminders 30, 14, and 7 days before each expiry. Click “Request Update” to ping the vendor for the new cert.
Try it with your first 3 vendors free

FAQ — Dental practices

What vendors does a dental practice need COIs from?

Equipment and compressor technicians, amalgam and biohazard waste haulers, cleaning crews, and any contractor doing suite improvements. Any vendor whose on-site incident could reach your practice belongs on the dashboard.

Does COI Tracker check that a vendor’s coverage is adequate?

No. COI Tracker stores the certificate the vendor sends and tracks its expiry date — it doesn’t read, parse, or verify the coverage. Review the limits and endorsements with your insurance broker; we make sure the current document is always on file and never silently expires.

How does the renewal reminder actually work?

Set each vendor’s certificate expiry date once. COI Tracker emails you at 30, 14, and 7 days before it lapses. When a cert is due, click "Request Update" and the vendor gets an email from your name asking for the latest copy — you upload it, the expiry resets, reminders restart.

Can a single-location practice use the Free plan?

Yes. Free tracks up to 3 vendors. If you track more than that — or want CSV import to load an existing vendor spreadsheet in one go — Starter is $29/mo and Growth is $59/mo.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

Ready to take vendor compliance off your plate?

3 vendors free, no credit card required. Upgrade only when you outgrow it.