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COI tracking · Proof of Insurance Tracking

Proof of insurance tracking

Proof of insurance is only proof while the policy behind it is active. COI Tracker stores every vendor’s certificate and tracks its expiry so “proof” never quietly turns into “expired.”

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

The job

Where this gets hard

Old proof of insurance can look valid but be expired

A certificate from last year still reads like proof — until you check the date. COI Tracker tracks each certificate’s expiry so “proof” doesn’t quietly become “expired.”

You’re asked for current proof on short notice

A client, landlord, or auditor can ask for a vendor’s current certificate at any moment. Having each one stored and dated means you can produce it immediately.

Collecting proof from every vendor is a chase

Getting current certificates out of every vendor is a recurring hassle. The Request Update button emails the vendor, in your name, to ask for fresh proof.

Certificates you’ll keep tracked

Examples we see in this dashboard

  • Contractors & trades
  • Tenants & lessees
  • Service & delivery 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 — Proof of Insurance Tracking

What is proof of insurance?

Proof of insurance is documentation — usually a certificate of insurance — showing that a vendor currently carries a specific policy. It’s only valid while that underlying policy remains in force.

How is proof of insurance different from a COI?

A certificate of insurance (COI) is the most common form of proof of insurance — a one-page summary issued by the insurer. “Proof of insurance” is the broader idea; the COI is the document that provides it.

How do I keep vendors’ proof of insurance up to date?

Store each certificate, enter its expiry date, and let COI Tracker send 30, 14, and 7-day reminders before it lapses. You can request fresh proof from the vendor, emailed in your name, right from the dashboard.

Where is the proof of insurance kept?

COI Tracker stores each uploaded certificate privately behind expiring signed URLs, so it isn’t publicly accessible. You can open any vendor’s current proof from its dashboard row when someone asks for it.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

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