Office buildings run on long service contracts — elevator, HVAC, cleaning — and tenants and lenders expect proof each vendor is insured. COI Tracker keeps every certificate on file and reminds you before it expires.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Elevator, HVAC, and cleaning contracts all carry liability, and a coverage request can come anytime. Export a status-filtered list in minutes instead of hunting through files.
An annual elevator or HVAC policy lapses without fanfare. Automated 30/14/7-day reminders make sure it doesn’t slip past you.
If a mechanical contractor’s coverage expired before an incident, the claim can land on the building’s policy. A tracked COI keeps it on the vendor.
Typical vendors office buildings track
Filter the dashboard, export a CSV, and you have a current proof-of-coverage list in minutes. CSV export is included on every plan.
General Liability, Workers Compensation, and Auto Liability, with Umbrella common for elevator and mechanical contractors. COI Tracker stores the type per vendor.
No — you review each certificate and decide. COI Tracker’s job is to keep every certificate on file and remind you before it expires.
Click Request Update and it emails the vendor in your name for a fresh COI, then the new expiry date goes back on the reminder schedule.
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.