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COI tracking · Museums & galleries

COI tracking for museums and galleries

Art handlers and installers, security, cleaning, and event caterers all move through your galleries — often around irreplaceable work and the public. When a vendor’s certificate lapses, the exposure sits with the institution.

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

The job

Where this gets hard

Art handlers and installers work around irreplaceable pieces

Crating, moving, and installing works is high-stakes, and the handler’s coverage is what stands behind an accident. A lapsed certificate is the worst surprise mid-install. Automated 30/14/7-day reminders keep every handler current.

Openings and events fill the galleries with vendors and public

Receptions bring caterers, AV, and rental crews into public space around the collection. Click "Request Update" to email each vendor from your name and collect a current certificate before the opening.

Grants, lenders, and your board expect a clean record

Lenders of works and funders may expect proof your vendors are insured. Filter the dashboard by status and export a CSV for a current list — no digging through the registrar’s inbox.

Typical vendors museums & galleries track

Examples we see in this dashboard

  • Art handlers & exhibit installers
  • Security services
  • Event caterers & AV vendors

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 — Museums & galleries

Which museum vendors should carry a COI?

Art handlers and exhibit installers, security services, cleaning crews, and event caterers and AV vendors. Any vendor working around the collection, the building, or the public should have a current certificate on file.

How does COI Tracker help during an install or loan?

Each handler or installer is a vendor with a stored certificate and expiry date. Reminders arrive at 30, 14, and 7 days before it lapses, so no one works an install on expired coverage. COI Tracker tracks and stores; it doesn’t verify what the policy covers.

Can I keep certificates for lenders and funders?

Yes. Upload each certificate PDF or photo — kept in private storage behind signed URLs — and export your vendor list and statuses as a CSV on any plan, including Free, when a lender or funder asks for proof.

What does it cost for a small gallery?

Free tracks up to 3 vendors with CSV export. Growing lists move to Starter at $29/mo, and Growth at $59/mo adds CSV import for loading an existing vendor spreadsheet.

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.