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COI tracking · Universities

COI tracking for universities

A campus hires vendors by the hundred — construction crews, dining and catering, event production, research service techs — and each department books its own. Somewhere in that sprawl, a certificate is expiring right now that nobody is watching.

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

The job

Where this gets hard

Vendors are booked in silos across every department

Facilities, dining, athletics, and academic units each hire independently, so certificates scatter. Pull them into one dashboard, tag each with its department in the vendor field, and filter by status so nothing hides.

Campus construction runs alongside daily life

Renovation and construction crews work among students and staff, where a lapsed policy on an active job is a serious gap. Automated 30/14/7-day reminders keep every crew’s certificate current before and during the work.

Events and large gatherings pull in outside vendors fast

Concerts, conferences, and move-in weekend bring caterers, production, and rental vendors on short notice. Click "Request Update" to email each one from your name and collect a current certificate before the date.

Typical vendors universities track

Examples we see in this dashboard

  • Construction & facilities contractors
  • Dining & catering services
  • Event & production 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 — Universities

Can COI Tracker handle vendors from many departments?

Yes. Everything lives in one dashboard; use the vendor name field to tag the owning department and filter by status. Growth ($59/mo) includes CSV import so you can consolidate existing departmental spreadsheets into a single tracker.

How does it help with campus construction risk?

Each contractor gets a certificate on file and an expiry date. Reminders arrive at 30, 14, and 7 days before it lapses so no crew works an active job on expired coverage. COI Tracker tracks the dates and stores the documents; it doesn’t verify the policies.

What about one-off event and rental vendors?

Add them like any vendor, upload the certificate, and set the expiry. Use "Request Update" to email them from your name for a current copy before the event. Afterward, filter by status to see who’s still active versus expired.

Where do uploaded certificates live?

Every certificate PDF or photo is stored privately and served through signed URLs, so only your account can open it. You can also export your vendor list and statuses to CSV on any plan, including Free.

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.