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COI tracking · Senior living

COI tracking for senior & assisted-living operators

Senior and assisted-living communities serve vulnerable residents, which makes an uninsured vendor a serious exposure. COI Tracker keeps every service vendor’s certificate current and reminds you before it lapses.

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

The job

Where this gets hard

Vulnerable residents make uninsured vendors a serious risk

An accident involving a resident is high-stakes, and an uninsured vendor turns it into a direct exposure. A tracked, current COI keeps the liability on the vendor.

Outside service vendors are constant and varied

Catering, transport, and grounds crews all carry different coverage and renewal dates. COI Tracker keeps every certificate and date in one place.

Audits and corporate reviews want proof on demand

When a state surveyor or corporate owner asks for vendor coverage, filter the dashboard and export the CSV instead of hunting through files.

Typical vendors senior living track

Examples we see in this dashboard

  • Catering & food-service vendors
  • Resident transport companies
  • Landscaping & grounds crews

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 — Senior living

Why is vendor insurance especially important in senior living?

Residents are vulnerable and claims are high-stakes, so an uninsured vendor’s accident is a serious exposure. Tracking every current COI keeps that risk on the vendor’s policy.

What coverage do senior-living vendors typically carry?

General Liability, Workers Compensation, and Auto Liability are common, with Umbrella often required for transport and food-service vendors. You record the type per vendor.

How do I catch a certificate before it lapses?

COI Tracker emails you automatically 30, 14, and 7 days before expiry, and Request Update lets you ask the vendor for a fresh certificate in one click.

Can I keep records ready for a state or corporate audit?

Filter the dashboard by status and export the CSV for a proof-of-coverage list. CSV export is on every plan.

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.