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COI tracking · Wineries

COI tracking for wineries

Harvest labor, mobile bottling, and the wedding vendors in your tasting room all bring risk onto the estate. If one is uninsured when something goes wrong, the claim comes to you.

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

The job

Where this gets hard

Tasting-room weddings pack the calendar with outside vendors

Caterers, DJs, and rental firms flood the property on event days. If any is uninsured when a guest is hurt, the winery is exposed. Automated reminders keep every certificate current.

Seasonal harvest crews arrive and leave in weeks

Labor contractors and mobile bottling services show up for a short, high-risk window. Add each as a vendor, upload the certificate, and let COI Tracker flag it before coverage lapses.

Estate and event insurers want proof of coverage

Your property and special-event carriers may require evidence that vendors are insured. Filter by status and export a CSV proof-of-coverage list in one click — on every plan, including Free.

Typical vendors wineries track

Examples we see in this dashboard

  • Harvest & vineyard labor contractors
  • Mobile bottling & crush services
  • Event caterers, DJs & rental firms

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 — Wineries

Which winery vendors should I track certificates for?

Harvest labor contractors, mobile bottling crews, landscapers, tour operators, and the caterers and rental firms working your tasting-room events. Add each as a vendor and track the certificate they provide.

How do I collect a certificate from an event vendor before a wedding?

Click "Request Update" and COI Tracker emails them from your name asking for a current certificate. They reply, you upload the PDF, and the expiry date and reminders update automatically.

Does COI Tracker confirm a vendor’s coverage is sufficient?

No — you review each certificate and decide whether it meets your requirement. COI Tracker stores the uploaded document, tracks the expiry date, and reminds you before it lapses.

What does it cost for a small estate?

The Free plan tracks 3 vendors. Wineries that host events and hire seasonal crews usually move to Starter at $29/mo, and Growth at $59/mo adds CSV import for an existing vendor list.

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

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