Skip to content
COI tracking · Vendor Compliance Software

Vendor compliance software

Managing dozens of vendors means dozens of renewal dates you didn’t set. COI Tracker centralizes every certificate, flags what’s expiring, and sends the renewal request in your name.

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

The job

Where this gets hard

Vendor lists grow faster than your tracking system

Every new supplier adds another renewal date to remember. A single dashboard scales with the list instead of turning into an unmanageable spreadsheet.

Onboarding a vendor without a current COI creates exposure

Letting a vendor start before their certificate is on file is how uninsured work slips in. COI Tracker gives each vendor a place for the uploaded certificate and its expiry from day one.

Chasing renewals eats hours every month

Drafting “please send an updated certificate” emails one by one is pure overhead. The Request Update button sends that email for you, from your name, in one click.

Certificates you’ll keep tracked

Examples we see in this dashboard

  • Suppliers & manufacturers
  • On-site contractors
  • Staffing & temp agencies

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 — Vendor Compliance Software

What is vendor compliance software?

Vendor compliance software helps you confirm and track that the vendors you work with meet your requirements — here, that their insurance is current. COI Tracker centers on the certificate of insurance: storing it, tracking expiry, and reminding you before it lapses.

How does it help onboard new vendors?

You add the vendor, upload their certificate, and enter the expiry date — then reminders run automatically. Growth ($59/mo) adds CSV import so you can bulk-load an existing vendor list in one step.

Does it track anything besides insurance?

COI Tracker is purpose-built for certificate-of-insurance compliance rather than general vendor scorecards. It focuses on doing one thing well: keeping every vendor’s COI current and provable.

Who reviews whether a vendor is actually compliant?

You do — COI Tracker organizes the certificates and dates but never approves coverage on your behalf. You review each uploaded certificate against your own requirements and mark the vendor accordingly.

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.