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COI tracking · Staffing agencies

COI tracking for staffing agencies

Clients won’t let a placement start until your certificate is in their system, and the sub-tier suppliers and 1099 contractors you place carry their own. A lapse anywhere in the chain stops a worker at the gate.

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

The job

Where this gets hard

Sub-suppliers and contractors rotate with every req

You backfill orders through partner agencies and independent contractors who come and go by the week. Their coverage never renews on your calendar — reminders keep each one current as the roster shifts.

Client VMS and vendor-compliance portals gate every start

The vendor management systems your clients run won’t clear a worker without a current certificate on file. Keep every COI uploaded and filterable so onboarding never waits on paperwork.

Many clients, many sites, one certificate trail

Each client site has its own insurance requirements and its own set of placed workers. COI Tracker consolidates every supplier and contractor certificate into one dashboard.

Typical vendors staffing agencies track

Examples we see in this dashboard

  • Sub-tier staffing suppliers
  • Independent 1099 contractors
  • On-site safety & training vendors

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 — Staffing agencies

Can I track certificates for partner agencies I sub to?

Yes. Add one row per supplier or contractor, upload their COI, and set the expiry date. COI Tracker reminds you at 30, 14 and 7 days before it lapses so a placement never runs on stale coverage.

How do I chase a supplier for a renewed certificate?

Click "Request Update" and COI Tracker emails that supplier from your name asking for the current COI. You upload the new one and reset the date — no back-and-forth from your account team.

What do I get on the Free plan?

Free tracks 3 vendors with full reminders and CSV export. Starter is $29/mo as your supplier list grows, and Growth is $59/mo and adds CSV import to bulk-load an existing roster.

Can I produce a vendor list for a client audit?

Yes — filter by status and export the whole list to CSV, included on every plan, so you can hand any client a current record of covered suppliers and contractors.

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.