COI Tracker

For property managers, HOAs, and GCs

Track vendor COIs without the inbox chase.

Vendors upload an ACORD 25 through a magic link. AI fills in limits, dates, and Additional Insured for you to confirm. Status refreshes every day against your org or property requirements. When the owner or lender asks, export a pack.

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What COI Tracker does

Drop in an ACORD 25

Vendors upload a PDF through a magic link — no login. Limits, dates, and Additional Insured come back filled in for you to confirm.

See who meets your requirements

Each vendor is checked against your org defaults or a property’s custom limits. Status refreshes every day. Face checkboxes never auto-pass Additional Insured, waiver, or primary and noncontributory.

Hand the owner a pack

Export a property ZIP of current COIs and a spreadsheet of who meets requirements, is expiring, or is missing.

How it works

Four steps. No vendor accounts.

  1. Step 1

    Add properties and vendors

    Import a CSV or add them one at a time. Assign each contractor to the sites they work.

  2. Step 2

    Set insurance requirements

    Org defaults apply everywhere. A property can override limits and Additional Insured wording.

  3. Step 3

    Collect the COI

    Request a COI with a magic-link upload, or record the ACORD 25 yourself. Vendors do not need an account.

  4. Step 4

    Confirm, chase, export

    You confirm endorsement lines. Daily status shows who is expired, missing, short, or coming due. Export a pack when an owner or lender asks.

What changes in the workweek

Time back. Fewer surprises when someone asks for the file.

Stop the endless email chase

Request a COI with a magic-link upload, or record the file yourself. Last contacted stays on the record.

No friction for contractors

Vendors open a link, drop a PDF, and they are done. No portal password to reset next year.

Confirm what the certificate says

AI extracts the ACORD 25. You confirm limits, dates, and Additional Insured before the file is treated as current.

Requirements at the building

Company defaults for most sites. Stricter limits or wording on a property when the owner requires it.

A pack when the owner asks

Current PDFs plus a spreadsheet of status — not a folder named FINAL_v7.

Less time, less last-minute risk

See who is missing, expiring, or short before the job starts or the lender calls.

Why we built this

The plumber is already in the building. The spreadsheet still says we’ll get it Monday.

Property managers, HOAs, and GCs still track vendor insurance in an inbox and a sheet. The ACORD looks official. The Additional Insured box is checked. The endorsement is missing. Renewal season resets the chase every twelve months.

Magic-link uploads and reminder emails are no longer rare. What is still rare is software that stays on the actual job: compare this certificate to the limits you require, at this building, and do not pretend a face checkbox is an endorsement.

We built COI Tracker for the person who has read an ACORD 25 at 4:40 on a Friday. Not a vendor marketplace. Not a forty-module suite. One workflow — collect, confirm, chase, export — with pricing you can read without a sales call.

You confirm Additional Insured. We don’t auto-green endorsements.

Read the full story

Start free. Upgrade when the roster grows.

Built for property managers, HOAs, and GCs who are still chasing COIs in a spreadsheet. No per-seat fees. Cancel anytime.

Prices are monthly. Annual billing saves 20%.

Free

$0

up to 10 vendors

Try the workflow on a real roster.

  • Up to 10 vendors
  • Magic-link uploads
  • AI extraction (you confirm)
  • Daily status
  • Basic exports
Start free

Growth

Most teams

$29/mo

per month, up to 50 vendors

Daily status, property rules, and owner packs.

  • Everything in Free
  • Up to 50 vendors
  • Chase queue you send
  • Property-specific requirements
  • Owner / lender packs
  • Email support
Get started

Scale

$79/mo

per month, up to 200 vendors

More roster, more seats, more export.

  • Everything in Growth
  • Up to 200 vendors
  • Priority support
  • CSV import
  • Team seats
  • Advanced reporting
Get started

Unlimited

$149/mo

per month, unlimited vendors

For portfolios that should not think about caps.

  • Everything in Scale
  • Unlimited vendors
  • Dedicated onboarding
  • Custom requirements
Talk to us
  • Annual billing saves 20%.
  • No per-seat fees.
  • Cancel anytime.
  • No credit card required for Free.

Start with ten vendors. No credit card.

Create a workspace, add a building, and request the first COI today. Vendors never create an account.

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