Owners hold you responsible for every contractor that touches the building. One expired COI is enough to push a vendor’s claim onto the property’s policy. We make it impossible to miss the renewal.
3 vendors free · Plans from $19/mo · Setup in 2 minutes · No credit card
The job
When the owner or insurance broker asks for proof every vendor is covered, "I think it’s in the inbox" doesn’t cut it. COI Tracker keeps every active certificate one click away.
If a roofer’s GL policy lapsed in March and a slip-and-fall happens in April, your management agreement likely puts the burden on you to have caught it. Automated reminders close that exposure.
Five buildings × ten trades × annual renewals = fifty emails a year you cannot afford to miss. COI Tracker batches all of it into one dashboard.
Typical vendors property managers track
Yes — every vendor row can include the property name in the vendor name field, and Growth+ supports CSV import so you can bulk-load existing tracker spreadsheets in one shot. Pro adds team members so on-site managers can update their own buildings.
Most management agreements require General Liability ($1M / $2M aggregate is common), Workers Compensation, and Auto Liability for any vendor driving on-site. Umbrella is increasingly required for higher-risk trades like roofing and electrical. COI Tracker stores the certificate type per vendor so you always know what each one carries.
Filter the dashboard by status, export the CSV, and you have a one-page proof-of-coverage report. Pro adds a PDF compliance report for the formal binder owners and insurance brokers expect.
Yes. The workflow is identical: add the vendors your association hires, set the expiry date, and reminders fire automatically. Many small HOAs run COI Tracker on Starter or Growth.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.