Your caregivers and contractors go into clients’ homes and drive between them, often as 1099s or through staffing partners. When one of their certificates lapses, the liability doesn’t stay with them — it follows your agency to the doorstep.
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The job
When you fill shifts with 1099 clinicians or a staffing agency, their coverage is the wall between you and a claim. A lapsed policy leaves the gap uninsured. Track each one’s certificate and let 30/14/7-day reminders flag the renewal early.
Caregivers and non-emergency transport drivers on the road for you carry auto exposure every visit. If that coverage expired, an accident can reach the agency. Keep every driver’s certificate current in one dashboard.
Home care churns through contractors and staffing partners, and each new one is another certificate to collect. Click "Request Update" to email them from your name, upload the reply once, and the reminders take it from there.
Typical vendors home healthcare agencies track
Because if a contracted clinician or staffing agency lets their coverage lapse and an incident happens in a client’s home, your agency can be pulled in. Keeping their certificate current and on file is your record that they were covered when they worked for you.
No — it stores the certificate they send and tracks the expiry date. It doesn’t read, parse, or verify the policy. Review the coverage details with your broker; COI Tracker’s job is to make sure the current document is on file and to warn you before it expires.
Add each new contractor as a vendor with their certificate and expiry date. When renewal nears, reminders fire at 30, 14, and 7 days and "Request Update" emails them from your name. Growth ($59/mo) adds CSV import if you’re onboarding many at once.
Filter the dashboard by status and export a CSV — included on every plan, even Free — for a current list of who’s covered. The underlying certificate PDFs stay in private storage behind signed URLs.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
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