COI tracking · COI reminders

COI reminder software for teams that hate surprises

The reminder is the product. We send three emails per certificate — 30, 14, and 7 days before expiry — so an expired vendor never lands on you unannounced.

3 vendors free · Plans from $19/mo · Setup in 2 minutes · No credit card

The job

What COI reminder software actually deal with

Calendar invites only catch the first miss

Setting a Google Calendar reminder for every vendor renewal works for two months and then falls apart. Real reminders need to be email, persistent, and tied to the certificate — not the calendar.

Spreadsheets cannot send email

No matter how good the spreadsheet, it’s a snapshot. The day the cert expires, the spreadsheet looks identical to the day before. Reminders are the missing primitive.

A one-off reminder is not enough

A single 30-day notice gets ignored. Three reminders — 30, 14, and 7 days — catch the broker who didn’t respond, the assistant who missed the email, and the vendor who forgot.

Typical vendors coi reminders track

Examples we see in this dashboard

  • Recurring trade vendors
  • Annual service contracts
  • Per-project subcontractors

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 — COI reminders

Where do reminders come from?

A daily Vercel Cron at 9am UTC scans every COI in the system and emails the matching ones via Resend. Each certificate fires its three reminders independently — 30, 14, 7 — once each.

Can I customize the email content?

Reminder emails are fixed today (designed clean and unbranded for forwardability). The "Request Update" email — which goes to the vendor — uses your name and is the editable surface. Custom reminder copy is on the Pro roadmap.

What if I want to send reminders to a vendor instead of myself?

Use the "Request Update" button on each row — that triggers a vendor-facing email asking for the new certificate. The 30/14/7 reminders are inbound (to you); the Request Update is outbound (to the vendor).

How do I know reminders are actually firing?

The cron writes per-COI flags (`reminder_sent_30`, `reminder_sent_14`, `reminder_sent_7`) to the database, so you have an audit trail. We also publish a status indicator on the dashboard header showing the last cron run.

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

Ready to take vendor compliance off your plate?

3 vendors free, no credit card required. Upgrade only when you outgrow it.