Tree work sits in one of the highest-risk insurance classes, and municipalities, HOAs, and property managers demand a current Certificate of Insurance before your crews arrive. COI Tracker tracks every renewal.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Climbing, chainsaw, and crane exposure push your Workers’ Comp and GL costs up and renewals take time. A reminder 30 days out gives your broker room to quote before coverage lapses.
Public and community accounts run strict certificate checks; an expired COI can pull you off their approved list. Reminders keep your paperwork ahead of the renewal.
When you sub out crane lifts or stump removal, the client still expects those subs insured. Add each as a vendor and get warned before any policy expires.
Typical vendors tree service companies track
Yes — add each policy as a vendor with your broker as the contact. When the reminder hits, Request Update emails the broker for the renewal declarations page.
Add each sub as a vendor, upload their certificate, and set the expiry. Reminders fire and Request Update chases a fresh cert naming your company.
Store the issued PDF — with the client’s AI endorsement — on their row so you can produce it the moment a municipality or HOA asks.
Free tracks 3 vendors to start. Starter at $29/mo removes the cap; Growth at $59/mo adds CSV import for loading a full crew and account list.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
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3 vendors free, no credit card required. Upgrade only when you outgrow it.