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COI tracking · Retail chains

COI tracking for retail chains

Janitorial, security, refrigeration, and display installers rotate through every store you run. One uninsured vendor at any location can pull a customer or worker claim onto the chain.

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

The job

Where this gets hard

A slip-and-fall lands on the chain when the cleaner’s policy lapsed

Floor-care and janitorial contractors work your stores after hours. If their coverage has expired when a customer falls, the claim follows the retailer. Automated reminders keep each certificate current.

Every new store multiplies the certificates to track

Twenty locations times a handful of trades each is hundreds of renewals a year. COI Tracker collects them all into one status dashboard instead of a spreadsheet per store.

Corporate risk and landlords want consistent proof

Your risk team and mall or strip-center leases require evidence vendors are insured. Filter by status and export a CSV proof-of-coverage list — on every plan, including Free.

Typical vendors retail chains track

Examples we see in this dashboard

  • Janitorial & floor-care contractors
  • Security & loss-prevention firms
  • HVAC, refrigeration & display installers

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 — Retail chains

Can I track vendors across many store locations?

Yes. Add each vendor and note the store in the vendor name, and Growth at $59/mo adds CSV import so you can bulk-load every location’s existing tracker spreadsheet at once.

How do I show corporate risk that coverage is current?

Filter the dashboard by status and export the CSV. You get a proof-of-coverage list you can hand to a risk manager, broker, or landlord — CSV export is on every plan, including Free.

How do I chase a vendor whose certificate is expiring?

Click "Request Update" on their row and COI Tracker emails them from your name. They reply with a fresh certificate, you upload it, and the expiry date and reminders refresh.

What does COI Tracker cost for a chain?

Pricing is per account, not per store: Starter is $29/mo and Growth is $59/mo with CSV import. The Free plan tracks 3 vendors if you want to trial it on one location first.

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.