COI Tracker

Insurance certificate tracking

Stop trackinginsurance certificatesin spreadsheets.

COI Tracker reads your vendors’ certificates, checks them against the coverage you require, and asks each vendor for the renewal before it lapses — so nobody on your team has to chase anyone.

Try the demoSee how it works
  • Reads the standard ACORD 25
  • Asks vendors for renewals on its own
  • Demo without an account

Certificates

3 need attention

VendorExpirationStatus
Summit Roofing & RepairSep 27, 202610 days agoExpired
Metro Electrical ContractorsOct 8, 2026expires tomorrowExpiring soon
Blue Ridge Landscaping Co.Oct 27, 2026in 20 daysExpiring soon
Harbor View CateringJan 5, 2027in 3 monthsActive
Acme Facilities ServicesApr 25, 2027in 7 monthsActive
Sample vendors. These are the certificates loaded when you open the demo.

The spreadsheet is never wrong on the day you write it.

It goes wrong three months later, when a vendor renews and nobody retypes the new date, or the person who maintained the column leaves.

You find out at the worst possible moment: an incident on a property covered by a policy that lapsed in March, or an auditor asking for a certificate that expired two renewals ago. The document was always there. Nothing was watching the date.

It reads the certificate, not a form you fill in

Drop in the PDF the broker issued. The seven fields that matter come out of it — and anything the document doesn’t contain stays empty.

What the PDF contains

ACORD  CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)  03/14/2026
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.
PRODUCER   Harborline Insurance Brokers
INSURED    Blue Ridge Landscaping Co.
           418 Mill Creek Road, Asheville NC 28801
TYPE OF INSURANCE  COMMERCIAL GENERAL LIABILITY
POLICY NUMBER  GL-8820471
POLICY EFF  10/11/2025   POLICY EXP  10/11/2026
EACH OCCURRENCE              $2,000,000
DAMAGE TO RENTED PREMISES    $   100,000
CERTIFICATE HOLDER  Riverstone Property Management

What gets tracked

Vendor / Insured name
Blue Ridge Landscaping Co.
Insurance type
Commercial General Liability
Policy number
GL-8820471
Effective date
Oct 11, 2025
Expiration date
Oct 11, 2026
Coverage limit (each occurrence)
$2,000,000
Certificate holder
Riverstone Property Management

Three things happen, in order

  1. 01

    Bring in your vendors

    Paste your vendor list from a spreadsheet and drop in the certificates you already have, all at once. Each one is filed under its vendor.

  2. 02

    Every certificate is read and checked

    Every policy, both dates and the limits, checked against the coverage you require. Anything it cannot confirm is flagged for you — never guessed.

  3. 03

    Renewals are chased for you

    Before a certificate lapses, the vendor gets an email with an upload link, and a reminder every few days until they send the new one.

One list, and the ones that need you at the top of it

Every certificate carries its status, its expiration date and how much of its coverage period is already spent. The coloured edge is what you scan.

Certificates

3 need attention

VendorExpirationStatus
Summit Roofing & RepairSep 27, 202610 days agoExpired
Metro Electrical ContractorsOct 8, 2026expires tomorrowExpiring soon
Blue Ridge Landscaping Co.Oct 27, 2026in 20 daysExpiring soon
Harbor View CateringJan 5, 2027in 3 monthsActive
Acme Facilities ServicesApr 25, 2027in 7 monthsActive
Sample vendors. These are the certificates loaded when you open the demo.

Built for the people who chase vendors for paperwork

Property management

Every contractor on every building, with the certificate holder checked against the right entity.

HOAs and boards

Landscapers, pool services and roofers, tracked by a volunteer board that changes every year.

Events and venues

Caterers, staging crews and vendors whose cover has to be valid on one specific date.

Vendor-heavy operations

Any business where dozens of suppliers each renew on their own schedule.

Pricing

Priced by vendors. Everything in it.

From $49 a month for up to 25 vendors. Every feature on every plan, and a 14-day free trial with no card.

$49/month

  • Unlimited certificates and team members
  • Every policy read from ACORD 25 PDFs, scans included
  • Automatic renewal requests to vendors
  • Compliance checks and an exportable report
Try the demo

Questions

The standard ACORD 25 “Certificate of Liability Insurance”, which is what the large majority of vendors send — every policy on it, scans included. Anything that can’t be confirmed against the document is flagged for you to check instead of being guessed at.

See it with your own certificate

The demo opens with sample vendors already tracked. Upload one of your own PDFs on top and watch what comes out of it.

Try the demoGo to the dashboard