Insurance compliance made simple

COI Tracking for Contractors & Vendors

Stop chasing contractors for updated insurance certificates. TrackMyVendor helps you collect, store, and monitor Certificates of Insurance (COI) with automatic expiration alerts.

Why COI tracking matters

Working with uninsured or underinsured contractors exposes your organization to significant liability. Common challenges include:

Insurance policies expire without notice
COI documents scattered across emails and folders
No easy way to verify coverage is current
Manual tracking in spreadsheets is error-prone

How TrackMyVendor handles COI tracking

Upload and store COI documents

Upload PDF or image files of Certificates of Insurance for each vendor. Documents are stored securely and accessible anytime you need them.

Track expiration dates

Enter the policy expiration date when uploading. TrackMyVendor monitors all dates and shows you which policies are current, expiring soon, or already expired.

Get automatic expiration alerts

Receive email reminders at 90, 60, 30, and 7 days before a COI expires. Never be caught off guard by lapsed insurance coverage.

See compliance status at a glance

Each vendor shows a clear compliance score based on their complete documentation profile — licenses, insurance, tax documents, safety records, and more. Quickly identify which vendors need attention.

COI tracking works best with complete vendor profiles

Insurance is just one piece of vendor compliance. TrackMyVendor lets you track everything in one place:

Insurance Certificates

Upload COIs and track expiration dates

Contractor Licenses

Verify and monitor license status

Tax & Business Docs

W-9s, registrations, and EINs

Safety, Contracts & More

OSHA certs, signed agreements, background checks

Who needs COI tracking?

COI tracking is essential for anyone who works with outside contractors:

HOA and community association managers
Property and facility managers
General contractors managing subcontractors
Small businesses hiring contractors

Frequently asked questions

What file types can I upload for COI documents?
You can upload PDF files and common image formats (JPG, PNG). Most COI documents from insurance providers come as PDFs, which work great with TrackMyVendor.
How far in advance do I get expiration alerts?
You'll receive email reminders at 90, 60, 30, and 7 days before a COI expires. This gives you plenty of time to request updated certificates from your vendors.
Can I track multiple insurance policies per vendor?
Yes — you can upload multiple COI documents per vendor. This is useful when contractors carry different types of coverage (general liability, workers comp, etc.).

Start tracking COI documents today

Simple setup, automatic reminders, and clear compliance visibility. No enterprise software required.

Start free — track up to 3 vendors

No credit card required