Skip to content
COI tracking · Logistics & warehousing

COI tracking for logistics & warehousing operators

A 3PL lives and dies on the vendors moving freight through its docks — drayage carriers, temp crews, forklift techs. When their coverage lapses, the exposure lands on your building, not theirs.

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

The job

Where this gets hard

Temp and drayage vendors rotate every season

Peak brings a wave of new carriers and staffing crews, off-season sheds them. That constant turnover is exactly where a lapsed certificate slips through — reminders keep each one current no matter how fast the roster changes.

Your retail clients audit the whole vendor chain

The brands whose goods you store push their vendor-compliance portal down to you and expect proof every hand that touches the freight is covered. Keep every certificate uploaded and filterable so an audit is a two-minute job.

Multiple facilities, one exposure

Cross-docks and DCs in different cities each hire their own local vendors. COI Tracker consolidates every site’s certificates into one dashboard instead of a folder per building.

Typical vendors logistics & warehousing track

Examples we see in this dashboard

  • Drayage & cartage carriers
  • Forklift & racking maintenance techs
  • Temp warehouse staffing crews

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 — Logistics & warehousing

Can I track vendors across several warehouses in one place?

Yes. Put the facility name in the vendor field and everything lands on one dashboard you can filter by status. Growth ($59/mo) adds CSV import so you can bulk-load an existing site-by-site tracker.

How do I keep drayage carrier certificates current?

Upload each carrier’s COI, set the expiry date, and COI Tracker reminds you at 30, 14 and 7 days before it lapses. "Request Update" emails the carrier from your name to send the renewal.

Does the Free plan cover a small 3PL?

Free tracks 3 vendors with full reminders and CSV export. Once your vendor list grows past that, Starter is $29/mo and Growth is $59/mo with CSV import.

Can I export a vendor list for a client review?

Yes — filter by status and export the whole list to CSV. It’s included on every plan, so you can hand a retailer a current record of every insured vendor on demand.

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.