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COI tracking · Moving companies

COI tracking for moving companies

Buildings won’t let your crew past the loading dock without a current certificate, and the owner-operators and day-labor helpers you bring on carry their own. Miss a renewal and a booked move gets turned away at the door.

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

The job

Where this gets hard

Day crews and owner-operators turn over constantly

Seasonal helpers and independent drivers cycle in and out all summer. Their coverage doesn’t renew on your schedule — automated reminders catch a lapse before they show up on a job.

Every building demands its own certificate on file

Property managers and their vendor-compliance portals require proof of coverage before move-in day. Keep each certificate uploaded and one click away so you’re never turned back at the freight elevator.

Branches and franchises multiply the paperwork

Every location hires its own crews and subs long-haul overflow to other carriers. COI Tracker keeps all of it on one dashboard you can filter by status.

Typical vendors moving companies track

Examples we see in this dashboard

  • Owner-operator drivers
  • Day-labor moving crews
  • Packing & storage subcontractors

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 — Moving companies

Can I keep a certificate ready for building requirements?

Yes. Upload each crew’s or driver’s COI as a PDF or photo — it’s stored privately behind a signed URL — so when a building asks, it’s one click away. You set the expiry date and COI Tracker watches it for you.

How do I stay ahead of a helper’s policy lapsing?

COI Tracker emails you at 30, 14 and 7 days before any certificate expires. "Request Update" then emails that helper or driver from your name to send the renewal.

Is the Free plan enough for a small mover?

Free tracks 3 vendors with reminders and CSV export. As you add drivers and crews, Starter is $29/mo and Growth is $59/mo with CSV import.

Can I export a list of covered crews?

Yes — filter the dashboard by status and export to CSV on any plan, including Free, so you always have a current record of who’s insured.

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.