Sarah L.
Collects, reviews, and tracks vendor insurance documents daily. The primary power user of the platform.
Stop chasing certificates.
Start proving compliance.
One platform for procurement, legal, and risk teams to request, track, review, and renew Certificates of Insurance across every vendor.
For teams managing 50 to 1,000+ vendors across procurement, legal & risk.
Who is this for?
Built for the teams that manage vendor risk.
Mike G.
Receives insurance requests from multiple clients and needs to submit documents with zero friction.
David R.
Needs a real-time compliance snapshot for board meetings and risk decisions without pulling manual reports.
Lisa O.
Sets the rules — defines what coverage is required and at what levels. Owns the insurance requirements every vendor is measured against.
Carlos G.
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
A compliant vendor, a verified certificate, and a dashboard that proves it.
FEATURES
Everything you need to manage Certificates of Insurance.
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
$79/month
- Users
- 1
- Active vendors
- 50
- Support
- Email support
No charge for 7 days · Cancel anytime
Standard
MOST POPULAR$249/month
- Users
- 10
- Active vendors
- 250
- Support
- Priority support
No charge for 7 days · Cancel anytime
Growth
$499/month
- Users
- 25
- Active vendors
- 1,000
- Support
- Dedicated account manager
No charge for 7 days · Cancel anytime
Every plan includes
✓ Give vendors a link to upload COIs — no account needed
✓ AI-powered COI parsing (97%+ accuracy)
✓ Automated compliance validation against your requirements
✓ Upload a COI yourself in seconds
✓ Automatic vendor matching
✓ Real-time compliance dashboard
✓ Customize your insurance requirements
✓ Automated expiration reminders
✓ Get notified the moment a vendor uploads
✓ Department-level vendor views
✓ Search across vendors and certificates
✓ Full audit log and compliance history
COMING SOON Email ingestion for vendor submissions · Compliance exception workflows · Advanced reporting · Third-party integrations
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.
Immediately. Sign up for a free trial — no sales call, no implementation project. Add your vendors, define your requirements, and start collecting COIs right away.
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 define your organization's insurance requirements — the coverage types you require, the minimum limits for each, and endorsements like additional insured or waiver of subrogation — and every COI is validated against them automatically. Today that's one requirement set applied across all your vendors.
Field by field: confirm the named insured matches your contracting entity, check every coverage line your contract requires, verify policy dates cover the whole engagement, compare limits to your requirements, and remember that checkboxes like additional insured are not endorsements — the certificate is information only. Our free Annotated ACORD 25 Explorer walks through every field interactively.
With AI-powered parsing, most COI reviews are completed in minutes. The platform automatically extracts and validates coverage details against your requirements.
Stop managing vendor COIs in spreadsheets.
Start today.
The sooner you centralize, the less risk you carry.