HOAs, hotels, and apartment complexes want a current Certificate of Insurance naming them before your techs service their pools. COI Tracker tracks every account and renewal date in one place.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Every HOA, hotel, and management company demands a certificate naming them before you touch the water. Track each contract and its endorsement without the renewal scramble.
A lapse in summer, when every property is watching, can cost you the busiest contracts. Reminders reach you 30 days ahead so paperwork is ready before demand spikes.
Beyond GL, pool chemical exposure often calls for specific coverage. Keep every policy and endorsement in one dashboard, sorted by expiry.
Typical vendors pool service companies track
Yes — add each policy as a vendor with your broker as the contact. The 30-day reminder prompts you and Request Update asks for the renewal in one click.
Each property is its own row with its AI endorsement uploaded. Filter by status to see which accounts are current and which need a fresh certificate.
Upload the issued certificate to that account’s row; when they ask, it’s one click to retrieve the version naming them.
Yes — Free tracks 3 accounts with full 30/14/7-day reminders and CSV export. Starter ($29/mo) removes the three-account limit.
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.