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COI tracking · Insurance Expiration Tracking

Insurance expiration tracking

Every vendor policy has an expiration date you didn’t choose and won’t remember. COI Tracker collects them all in one place and counts down to each one so nothing expires on your watch.

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

The job

Where this gets hard

Expiration dates hide across dozens of certificates

Each certificate carries its own expiry, and no single document shows them together. The dashboard collects every date in one place so nothing hides.

You notice an expiry only after it’s passed

Discovering a lapse after the fact means the coverage gap already happened. Reminders at 30, 14, and 7 days move that discovery to before the expiry.

No early warning means a scramble at renewal

Finding out a policy expires tomorrow leaves no time to collect a replacement. A three-touch reminder window gives you room to request and receive the new certificate.

Certificates you’ll keep tracked

Examples we see in this dashboard

  • Contractors & trades
  • Fleet & delivery vendors
  • Leased-space tenants

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 — Insurance Expiration Tracking

What is insurance expiration tracking?

Insurance expiration tracking is monitoring the expiry dates of insurance policies or certificates so none lapse unnoticed. COI Tracker centralizes each vendor’s expiry date and reminds you before it passes.

How far in advance are you warned?

COI Tracker emails you 30, 14, and 7 days before each certificate’s expiry date. That three-touch window gives you time to request and receive a renewed certificate before coverage ends.

Can I see everything expiring at once?

Yes — the dashboard lists every vendor with its status, and you can filter to surface what’s expiring or already expired. That makes it easy to work the list from most urgent down.

What do I do when a policy is about to expire?

Send the vendor a renewal request — COI Tracker emails them in your name — then upload the new certificate and update the expiry date. The reminder cycle restarts automatically for the next term.

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.