Certificates arrive by email, then get lost by email. COI Tracker gives every vendor certificate a home — uploaded, dated, and backed by automatic reminders so renewals never slip.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
A certificate emailed in February is impossible to find in July. Storing each one against its vendor turns a scattered inbox into a searchable record.
Dates spread across dozens of PDFs give you no overall picture. The dashboard shows every vendor’s status at once, and you can filter to what’s expiring.
When someone asks for a particular vendor’s COI, digging through email wastes everyone’s time. COI Tracker serves the stored file through a signed URL from the vendor’s row.
Certificates you’ll keep tracked
Insurance certificate management is the process of collecting, storing, and renewing vendors’ certificates of insurance so coverage never lapses unnoticed. COI Tracker handles the storage, expiry tracking, and reminders in one dashboard.
COI Tracker stores each uploaded PDF or photo privately and serves it through expiring signed URLs, so the file isn’t publicly accessible. You can open the original certificate for any vendor from its dashboard row.
Set each certificate’s expiry date and COI Tracker emails you automatic reminders at 30, 14, and 7 days before it lapses. You can also send the vendor a renewal request in your own name straight from the dashboard.
Yes — CSV export is included on every plan, including Free, so you can pull your full certificate log into a spreadsheet anytime. Growth adds CSV import for loading records in bulk.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
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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.