What is COI tracking software?
COI tracking software automates the collection, monitoring, and management of certificates of insurance from subcontractors and vendors. Instead of chasing PDFs over email and manually checking expiration dates in a spreadsheet, the system does it for you — daily.
When a subcontractor's insurance is about to expire, the system sends them an automatic reminder with a link to upload their new certificate. You see the status of every vendor across every project on a single dashboard: green for compliant, yellow for expiring soon, red for expired.
Why general contractors need COI tracking
Avoid liability
When a sub's insurance lapses and something goes wrong on site, the GC carries the liability. Automated tracking catches lapses before they become claims.
Pass audits
Year-end audits mean scrambling to collect certificates from 20+ vendors. With COI software, your compliance status is always audit-ready.
Save time
Project managers spend hours every week chasing COIs. Automated reminders and vendor self-service uploads give that time back.
Scale without chaos
Spreadsheets work for 5 subs. They break at 50. COI tracking software scales with your business without adding headcount.
COI tracking: spreadsheet vs. software
| Spreadsheet | ComplianceTrack | |
|---|---|---|
| Automatic expiration alerts | ✗ | ✓ |
| Vendor self-service uploads | ✗ | ✓ |
| Daily monitoring | ✗ | ✓ |
| Multi-project support | ✗ | ✓ |
| Audit-ready reporting | ✗ | ✓ |
| Email reminders to vendors | ✗ | ✓ |
| Live compliance dashboard | ✗ | ✓ |
Features
Daily certificate monitoring
Every vendor certificate is checked daily against its expiration date. Nothing slips through because someone forgot to look at a spreadsheet.
Automated reminders
Vendors get emailed before their certificates expire — 60, 30, and 7 days out. You don't send the reminders; the system does.
Magic upload links
Send a vendor a single link. They upload their COI and it lands in the right project — no portal login, no account creation, no back-and-forth.
Live compliance dashboard
Every project, every vendor, current status — green, yellow, red. One view. No spreadsheets. Ready for an auditor at any moment.
Pricing
Simple per-project pricing. No hidden fees, no per-user charges, no surprises.
- ✓ Up to 25 vendors
- ✓ Daily monitoring & reminders
- ✓ Magic upload links
- ✓ Compliance dashboard
- ✓ Email support
- ✓ Unlimited vendors
- ✓ Daily monitoring & reminders
- ✓ Magic upload links
- ✓ Compliance dashboard
- ✓ Priority email support
- ✓ Early access & feature input
- ✓ Everything in $79 plan
- ✓ Multi-project discount
- ✓ Dedicated onboarding call
- ✓ Priority + phone support