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COI tracking · Hospitality groups

COI tracking for hospitality groups

When you operate multiple hotels, restaurants, or venues, each location hires its own vendors — and a lapse at any one of them exposes the whole group. Track them all from a single dashboard.

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

The job

Where this gets hard

A gap at one property becomes a risk for the whole group

Your parent company or lender expects consistent coverage across every location. One uninsured vendor at your busiest site can undo that. Reminders fire on each certificate so no single property slips through.

Every new location multiplies the certificates you juggle

Five sites times a dozen trades each is sixty renewals a year. COI Tracker collects every location’s vendors into one status dashboard instead of separate spreadsheets per property.

Standards live in a binder nobody keeps current

A group insurance policy sets vendor requirements, but enforcement drifts location by location. Store each uploaded certificate centrally and filter by status to see instantly which sites are behind.

Typical vendors hospitality groups track

Examples we see in this dashboard

  • Regional cleaning & janitorial contractors
  • Kitchen equipment & refrigeration techs
  • Security & event-staffing firms

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 — Hospitality groups

Can I track vendors across multiple properties in one account?

Yes. Add each vendor and note the location in the vendor name, and Growth at $59/mo adds CSV import so you can bulk-load every site’s existing tracker spreadsheet in one pass.

How do I show a lender or parent company that coverage is current?

Filter the dashboard by status and export the CSV. You get a proof-of-coverage list you can hand to a lender, broker, or corporate reviewer — CSV export is on every plan, including Free.

Does COI Tracker verify that each certificate is adequate?

No — you review each certificate and decide whether it meets your requirement. COI Tracker stores the uploaded PDF, tracks the expiry date, and reminds you before it lapses. The judgment stays with you.

What does it cost to run several locations?

Pricing is per account, not per property: Starter is $29/mo and Growth is $59/mo with CSV import. The Free plan tracks 3 vendors if you want to trial it on one site first.

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

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Ready to take vendor compliance off your plate?

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

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