Whether it’s a GC on new construction or a property manager approving a service contract, they want a current Certificate of Insurance before your trucks roll. COI Tracker keeps every renewal date in view.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Your recurring property-management accounts and your one-off GC jobs both want to be named Additional Insured. One dashboard holds every relationship and its renewal date.
Property managers re-check certificates at renewal; an expired COI can quietly end a recurring contract. Reminders give you a month to get updated paperwork from your broker.
Sub out trenching or directional drilling and the GC still expects that sub insured on the job. Track each sub’s expiry and Request Update before it lapses.
Typical vendors plumbing contractors track
Yes — enter each policy as a vendor with your broker’s email. The 30-day reminder prompts you, and Request Update asks the broker for the new declarations page in one click.
Upload each issued certificate to the client’s row so the version with their AI endorsement is always a click away when they ask for proof.
Yes. Add each policy or bond as its own row, sorted by expiry, so you always know which document is current for which account.
A spreadsheet won’t email you. COI Tracker sends reminders 30, 14, and 7 days before every expiry and lets you request fresh certs without leaving the dashboard.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
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Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.