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COI tracking · Subcontractor Compliance Tracking

Subcontractor compliance tracking

As the GC or prime, an expired sub means an uncovered sub — and the loss rolls up to you. COI Tracker keeps every subcontractor’s certificate current and reminds you before it lapses mid-project.

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

The job

Where this gets hard

A sub’s policy can expire in the middle of a job

A ninety-day project can outlast a sub’s policy term, leaving them uninsured on day sixty without anyone noticing. Reminders at 30, 14, and 7 days catch the renewal before that happens.

GCs get held responsible for uninsured subs

Under most prime contracts, a loss caused by an uninsured sub can roll up to the GC. Keeping each sub’s certificate current is how you keep that exposure closed.

You can’t let a sub start without proof of coverage

Site rules and your own policy require a certificate before boots hit the ground. COI Tracker stores each sub’s uploaded certificate so proof is on hand before work begins.

Certificates you’ll keep tracked

Examples we see in this dashboard

  • Framing & concrete subs
  • Electrical & mechanical subs
  • Owner-operator equipment subs

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 — Subcontractor Compliance Tracking

What is subcontractor compliance tracking?

Subcontractor compliance tracking is the practice of confirming every sub carries current insurance for the length of the job. COI Tracker stores each sub’s certificate, tracks its expiry, and emails reminders before coverage lapses.

Why do GCs track subcontractor COIs?

Because a general contractor is often responsible for losses caused by an uninsured sub under the prime contract and their own policy. Tracking each sub’s COI is how GCs keep that exposure closed as jobs run long.

What happens if a sub’s COI expires mid-project?

If a sub’s policy lapses during the work, a claim from that period may fall back on the GC’s coverage. COI Tracker’s 30, 14, and 7-day reminders are designed to catch the renewal before that gap opens.

Can I bulk-import my subcontractor list?

Yes — the Growth plan ($59/mo) adds CSV import so you can load an existing sub roster at once. Every plan can also export the full list to CSV whenever you need it.

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.