COI tracking · Wedding & event venues

COI tracking for wedding & event venues

Every event is its own compliance reset — caterer, DJ, florist, photographer, decorator, rentals, security, bartender. We track each one so a missing certificate never forces the choice between letting an uninsured vendor on site and cancelling the booking on Saturday.

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

The job

Where this gets hard

One event = 6–10 vendor COIs to verify

A single wedding brings a caterer, DJ or band, florist, photographer, decorator, rental company, planner, and often a separate bartender — each renewing on a different schedule, each needing the venue named as Additional Insured for that specific date. A spreadsheet can hold the list; it cannot chase the renewals.

Day-of compliance is a no-win situation

A bartender shows up Saturday at 3pm with an expired COI and a couple paying $30K is already in the parking lot. Letting them serve shifts the liability onto your policy; turning them away nukes the event and triggers a refund fight. The 30/14/7-day reminders move that argument to two weeks before, not Saturday afternoon.

High event volume = higher audit attention from your carrier

Banquet halls, wineries, breweries, and private event spaces with frequent third-party traffic get audited harder by their commercial general liability carrier. Filterable, exportable proof of every vendor’s coverage means a year-end audit closes in an hour, not a week of digging through email.

Typical vendors wedding & event venues track

Examples we see in this dashboard

  • Caterers, bartenders & alcohol service
  • DJs, bands, AV & lighting crews
  • Florists, decorators, photographers, rental & furniture companies

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 — Wedding & event venues

What insurance do most event vendors need to carry, and what should they name us as?

Most venue contracts require each vendor to carry General Liability ($1M per occurrence / $2M aggregate is a common minimum), Liquor Liability for anyone serving alcohol, and Workers Comp where employees exist. The venue is usually named as "Additional Insured" on the vendor’s GL policy for the date of the event, and many venues also require Waiver of Subrogation language. COI Tracker stores the full certificate PDF so you can verify the endorsement language at a glance — confirm specifics with your insurance broker; this is industry context, not legal advice.

We host 30–60 events a year with 6–10 vendors each. How does this actually scale?

Add each vendor row with the event date as the expiry, or use Growth+ CSV import to bulk-load by event. The dashboard groups by status, so the week of an event you can filter to that vendor set in one click. Most venues running 30+ events/year sit on Growth or Pro — Pro adds team members so an event coordinator can manage their own bookings without seeing the others, plus custom reminder windows if 30/14/7 doesn’t match your booking lead time.

What about vendors the client hired (florist, photographer) — not from our preferred list?

Same workflow: add them as a vendor row with the event date, click "Request Update" and the email goes out from your name asking for the certificate naming the venue as Additional Insured. Most venues require client-hired vendors to provide a COI two weeks before the event — automated reminders make that policy actually enforceable instead of aspirational. The bride’s florist gets the same chase as your in-house caterer.

Does this work for wineries, breweries, community halls, and private event spaces too?

Yes — any venue that hires or hosts third-party vendors uses the same workflow. Wineries with tasting-room events, breweries hosting private parties, community halls renting to the public, and corporate event spaces all run COI Tracker the same way: one row per vendor per event (or per recurring contract for in-house caterers and AV partners), reminders fire automatically, certificate PDFs stay one click away. Multi-venue operators usually prefix the venue name in the vendor field — e.g. "Acme Catering — North Hall".

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?

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