Sarah L.Compliance Manager
For compliance teams
Collects, reviews, and tracks vendor insurance documents daily. The primary power user of the platform.
The complete platform for
vendor COI compliance.
One platform for procurement, legal, and risk teams to request, track, review, and renew Certificates of Insurance across every vendor. Stop chasing COIs.
Who is this for?
Built for the teams that manage vendor risk
Mike G.Vendor / Subcontractor
For legal and contract operations
Receives insurance requests from multiple clients and needs to submit documents with zero friction.
David R.Operations Director
For operations management
Needs a real-time compliance snapshot for board meetings and risk decisions without pulling manual reports.
Lisa O.Risk Manager
For risk management teams
Sets the rules — defines what coverage is required, at what levels, for each vendor category. Owns requirement templates and exception approvals.
Carlos G.Project Manager / Site Superintendent
For project management teams
Needs a quick go/no-go answer on whether a vendor is cleared to start work on-site today.
THE PROBLEM
Most companies require COIs. Very few actually manage them well.
Insurance requirements often live in the MSA, but the real process happens in inboxes, shared drives, and spreadsheets. That means missing certificates, expired coverage, manual follow-up, and no reliable view of vendor compliance.
Missing certificates go unnoticed for months
Expiration dates not tracked across vendors
Manual email chains with no audit trail
No dashboard to see overall compliance
THE SOLUTION
Make COI tracking operational, not reactive.
Centralize vendor insurance requirements, collect COIs in one place, track review status, and automate reminders before coverage expires.
One place to see every vendor's status
Automated requests and reminders
Review workflow with compliant/deficient tracking
Risk dashboard for the whole team
FEATURES
Everything you need to manage Certificates of Insurance (COIs).
HOW IT WORKS
Up and running in four simple steps
Add the vendor
Add the vendor and define the insurance requirements.
Request the COI
Request the COI and collect the document in one place.
Review compliance
Review the COI against your insurance requirements.
Stay compliant
Automate renewals and maintain continuous compliance.
PRICING
Simple pricing for teams with real vendor volume
Starter
$250/month
1 user · up to 50 subcontractors/vendors
✓ Self-service vendor portal with drag-and-drop uploads
✓ AI-powered COI parsing (94%+ accuracy)
✓ Automated compliance validation against your requirements
✓ Real-time compliance dashboard
✓ Full audit log and compliance history
Standard
MOST POPULAR$500/month
10 users · up to 250 subcontractors/vendors
✓ Everything in Starter
✓ Email ingestion — vendors can submit COIs by email
✓ Automated expiration reminders and follow-up sequences
✓ Custom requirement templates per vendor category
✓ Priority support with dedicated onboarding
Growth
$1,000/month
25 users · up to 1,000 subcontractors/vendors
✓ Everything in Standard
✓ Compliance exception workflows with audit trail
✓ Custom integrations with third party platforms
✓ Advanced reporting capabilities
✓ Dedicated account manager
FAQ
Common questions
A certificate of insurance (COI) is a one-page document, typically issued on the ACORD 25 form, that summarizes a business's insurance coverage. It lists the policyholder, the types of coverage carried (such as general liability, workers' compensation, and commercial auto), coverage limits, policy numbers, effective and expiration dates, and any certificate holders or additional insureds. Companies request COIs from vendors and subcontractors to verify they carry the insurance required by contract.
Companies require COIs to verify that vendors, contractors, and subcontractors carry adequate insurance before work begins. If an uninsured vendor causes property damage or injury, the hiring company can be held financially responsible. Collecting and tracking valid COIs shifts that risk back to the vendor's insurer and is often required by contracts, landlords, lenders, and regulators.
COI tracking software automates requesting, collecting, reviewing, and renewing certificates of insurance from vendors. Instead of managing COIs through email and spreadsheets, the software extracts coverage details from uploaded certificates, validates them against your insurance requirements, flags deficiencies, and sends automatic reminders before coverage expires.
Most teams are up and running within a day. Add your vendors, define requirements, and start tracking immediately.
No. The platform fits alongside your current vendor onboarding, contract management, and procurement workflows.
Yes. All data is encrypted at rest and in transit. We follow industry-standard security practices and can support your compliance requirements.
Yes. You can create custom requirement templates for different vendor categories and define specific coverage types, minimum limits, and required endorsements.
With AI-powered parsing, most COI reviews are completed in minutes. The platform automatically extracts and validates coverage details against your requirements.
Yes. Growth plans support multiple entities with separate requirement sets and consolidated reporting across your organization.
Stop managing vendor COIs in spreadsheets.
Start today.
The sooner you centralize, the less risk you carry.