COI Tracker
COI tracking · Vendor compliance software

Vendor insurance compliance, without the spreadsheet

Your contracts require it. Your insurance carrier audits it. Your owner asks for proof of it. COI Tracker turns vendor insurance compliance from a recurring fire-drill into a one-screen dashboard.

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3 vendors free · Plans from $19/mo · Setup in 2 minutes · No credit card

The job

What vendor insurance compliance actually deal with

Compliance is a continuous obligation, not a one-time check

A spreadsheet captures a moment in time. Compliance — by contract and by carrier — is a continuous state. Automated tracking is the only way to maintain it without dedicated headcount.

The cost of a single non-compliant vendor exceeds years of software fees

Denied claims, back-billed premium, lost work days, contract disputes — any one of these dwarfs a small SaaS subscription. The math has been settled for years; the only question is which tool covers it.

Audit prep is the hidden tax of bad systems

Year-end audits, owner audits, broker audits — every one demands proof of every active vendor’s coverage. With one dashboard and one CSV export, audit prep takes minutes; without one, it takes a week.

Typical vendors vendor compliance software track

Examples we see in this dashboard

  • Trade & specialty subcontractors
  • Recurring service vendors
  • One-off project contractors

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 does "vendor insurance compliance" mean in practice?

Two things: (1) every active vendor has a current COI on file; (2) those COIs satisfy the language your contract or insurance policy requires (typically GL minimums, AI endorsements, WOS language). COI Tracker handles the first; the second still requires a manual review of the certificate.

Is this enough for a SOC2 or ISO27001 vendor-management process?

For the renewal-tracking and PDF retention portions, yes. SOC2 and ISO27001 vendor management is broader (criticality assessments, security questionnaires, risk ratings) — COI Tracker covers the certificate piece, not the full vendor risk lifecycle.

Can I prove compliance on demand?

Filter the dashboard by status, export to CSV (Growth+) or PDF report (Pro), and you have evidence of vendor coverage. Most owners, carriers, and auditors accept the export.

How is this different from a generic "vendor management" platform?

Vendor management platforms try to do everything — onboarding, payments, criticality, security review. COI Tracker does one thing well: insurance certificate renewal tracking. If that is your bottleneck, this fits. If you also need full vendor lifecycle management, this is the insurance module that complements it.

Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.

Also covered

Same product, different industries.

Ready to take vendor compliance off your plate?

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