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COI tracking · Security guard companies

COI tracking for security guard companies

Properties won’t let your officers stand post without a current certificate, and the subcontracted firms and off-duty patrols you deploy carry their own. One lapsed policy on an incident and the claim looks for your name.

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

The job

Where this gets hard

Subcontracted guards and patrols cycle in and out

You cover overflow posts with partner firms and off-duty officers whose coverage renews on nobody’s schedule but their own. Automated reminders flag a lapse before they clock a shift.

Property managers demand a current certificate on file

The clients whose sites you guard run vendor-compliance portals and expect proof of coverage before an officer starts. Keep every certificate uploaded and one click away so a post is never left unstaffed over paperwork.

Dozens of sites, one exposure trail

Guards spread across malls, offices and events, each with its own subcontractors. COI Tracker pulls every certificate into one dashboard you can filter by status.

Typical vendors security guard companies track

Examples we see in this dashboard

  • Subcontracted guard firms
  • Off-duty & patrol contractors
  • Alarm & monitoring 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 — Security guard companies

Can I track certificates for the firms I subcontract posts to?

Yes. Add a row per firm, upload their COI as a PDF or photo, and set the expiry date. It’s stored privately behind a signed URL and COI Tracker reminds you at 30, 14 and 7 days before it lapses.

How do I get a subcontractor to send a renewal?

Hit "Request Update" and COI Tracker emails that firm from your name asking for the current certificate. You upload it and reset the date.

Does the Free plan work for a small guard company?

Free tracks 3 vendors with reminders and CSV export. As your subcontractor list grows, Starter is $29/mo and Growth is $59/mo with CSV import.

Can I show a client every covered vendor?

Yes — filter the dashboard by status and export to CSV on any plan, including Free, for a current record of who’s insured across your posts.

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.