From the cleaning crew to the sharps hauler, every outside vendor in your practice is a liability you carry until their coverage lapses. One expired COI can leave a slip-and-fall or a spill claim landing on your policy instead of theirs.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
When someone slips in the waiting room or a contractor damages equipment, the first question is whose insurance pays. If the janitorial or maintenance vendor let their policy lapse, the claim drifts back to your practice. Automated 30/14/7-day reminders keep every certificate current.
Landlords and malpractice carriers increasingly ask for evidence that the vendors you let into the suite carry their own coverage. Filter the dashboard by status and export a CSV — proof of who is covered without digging through email.
A biohazard hauler or a compressor tech working uninsured is the exact gap that turns an incident into your problem. Track each vendor’s expiry date and click "Request Update" to email them for a fresh certificate from your own name.
Typical vendors medical offices track
Any outside party working in or on your suite — cleaning crews, medical waste haulers, HVAC and equipment technicians, and any contractor doing buildout. If an incident involving them could reach your practice, keep their certificate on file and current.
General Liability is the baseline, with Workers’ Compensation for anyone with employees and Auto Liability for haulers and couriers driving to your location. COI Tracker stores the certificate you receive per vendor — it doesn’t read or verify the coverage, so always confirm the terms with your broker.
Every plan, including Free, includes CSV export. Filter your vendors by status, export, and you have a current list of who is covered to hand your landlord or insurer. The uploaded certificate PDFs stay in private storage behind signed URLs.
Yes. The Free plan tracks up to 3 vendors, which covers a small single-location practice. Starter is $29/mo and Growth is $59/mo when you add more vendors or want CSV import to bulk-load an existing list.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
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.