You don’t have a compliance officer — you’re the cleaner, the bookkeeper, and the person who notices the HVAC service expired. We take the renewal-tracking job off your plate so you can run the actual business.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
When the same owner-operator handles vendors, payroll, and customers, the cleaner’s renewed COI gets buried under three days of email. A spreadsheet you have to remember to open is no better than no system. Automated reminders are the actual fix.
Standard commercial leases require every vendor on the premises to carry General Liability and name the landlord as Additional Insured. Most landlords don’t audit until something happens — and "I think we’re compliant" is the wrong answer when they do.
A 200-vendor portfolio absorbs one missed COI. A 6-vendor small business does not — if the one HVAC tech you use has a lapsed policy on the day of a flood, your insurance carrier subrogates straight back to you. Reminders are how you stay covered.
Typical vendors small business track
No. The Free plan covers up to 3 vendors — most small businesses upgrade to Starter ($29/mo, 25 vendors) once they want full PDF storage and automated chasing. The product is deliberately built for the 3–25 vendor range that no enterprise COI platform serves well.
Yes. The dashboard shows live status (Current / Expiring / Expired) per vendor. Growth and above export to CSV; Pro exports a one-page PDF compliance report you can hand to your landlord or insurance broker on demand. The point is to never have to scramble for proof.
Drive doesn’t email you, and a calendar reminder only fires once. COI Tracker sends three reminders per certificate — 30, 14, and 7 days before expiry — and stores the PDF alongside the metadata, so the cert you need is always one click away. The reminder is the product; storage is the side effect.
Free for your first 3 vendors. Starter is $29/mo for up to 25 vendors — that covers most single-location small businesses (one cleaner, one HVAC service, one IT vendor, one landscaper, a few delivery vendors). If you have 25+ active vendors, you’re probably running a multi-location operation and Growth ($59/mo for 100) is the right tier. Yearly billing knocks off about 17%.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.