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COI tracking · Self-storage

COI tracking for self-storage operators

Self-storage sites often run lean or unmanned, so an expired vendor policy can sit unnoticed for months. COI Tracker watches every expiry date for you and emails a reminder before it lapses.

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

The job

Where this gets hard

Low-staff sites mean nobody’s watching the calendar

With few people on site, an expired vendor policy can sit unnoticed for months. COI Tracker emails you 30, 14, and 7 days before every expiry instead.

Contractor accidents on an unmanned lot land on the owner

A paving or gate-installer injury at a self-serve facility can fall back on the operator if the vendor’s policy lapsed. A current COI keeps it on the vendor.

Multiple facilities, one messy spreadsheet

Every location adds vendors and dates to juggle. Tag each vendor by facility and filter the dashboard instead of maintaining a workbook per site.

Typical vendors self-storage track

Examples we see in this dashboard

  • Gate & security-system installers
  • Pest control services
  • Paving & sealcoating contractors

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 — Self-storage

Our sites run with little on-site staff — how does this help?

COI Tracker watches the calendar for you: automatic emails 30, 14, and 7 days before any vendor’s policy expires, with no walk-around required.

What insurance do self-storage vendors typically carry?

General Liability and Workers Compensation are the baseline, plus Auto Liability for drivers and Umbrella for paving or security-system work. You store the type per vendor.

Can I keep certificates for several facilities in one place?

Yes — tag each vendor row with the facility name, filter by status, and export a CSV whenever ownership or your insurer asks.

Where does the actual certificate live?

You upload the PDF or photo and it’s stored privately behind a signed link, so proof of coverage is one click away.

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.