Commercial accounts — restaurants, warehouses, property managers — want a current Certificate of Insurance on file before your technicians service the site. COI Tracker tracks every renewal in one place.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Every restaurant group and property manager demands a certificate naming them as Additional Insured. Track each recurring account and its endorsement without scrambling.
Commercial accounts re-check certificates; an expired one can suspend service until you produce a new one. Reminders give you 30 days to update paperwork.
Beyond GL, your operations depend on current applicator and pollution-related documents. Keep them alongside your account certificates, sorted by expiry.
Typical vendors pest control companies track
Yes — add each as a vendor with your broker or licensing contact. The 30-day reminder prompts you and Request Update sends for the renewal in one click.
Each account is its own row with its AI endorsement uploaded. Filter by status to see which are current and which need a fresh certificate before the next visit.
Upload the issued certificate to that account’s row; when they ask for proof, it’s one click to pull up the version naming them.
A spreadsheet won’t email you. COI Tracker reminds you 30, 14, and 7 days before every expiry — every account, every document.
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.