COI tracking software
The only COI tracking platform that also verifies your contractors are licensed — not just insured.
No credit card required
Manual COI tracking is costing you more than you think
Most GCs managing 10–150 subcontractors spend 3–5 hours a week chasing insurance certificates — that's before accounting for the real exposure.
Lost per week
Emailing subs, updating spreadsheets, hunting for the latest PDF before an inspection.
COIs expire unnoticed
Without automated alerts, policies lapse silently — often discovered only after an incident.
Coverage on a lapsed policy
A COI proves coverage existed at issue — not that it's still active today.
The gap every other platform ignores
A COI tells you the contractor had insurance when the policy was issued. It says nothing about whether their license is active, suspended, or has open complaints. TrackMyVendor verifies both — every time.
Who this is for: general contractors in Texas, Florida, and California managing 5–150 subcontractors who are tired of compliance being a full-time job.
What the software actually does for you
Every feature below answers: "What does that mean for me on a job site?"
Automated COI collection via magic link
Send a sub a link — they upload their COI directly, no account required on their end. You stop chasing email threads and they stop fumbling with portals they'll never log into again.
LLM-powered COI parsing
Our AI reads the uploaded PDF and pulls out coverage limits, policy types, and expiration dates automatically. No manual data entry, no mistyped dates causing a false "compliant" status.
Real-time contractor license verification
TX · FL · CAWe query state databases directly — Texas TDLR, Florida DBPR, California CSLB — and show you whether a contractor's license is active, expired, or suspended. No competitor does this. A clean COI and a suspended license can coexist; we catch that.
Per-project insurance requirement templates
Set minimum coverage limits at the project level — $1M GL for a tenant improvement, $2M for a ground-up build. The dashboard flags subs who don't meet the bar for that specific project, not just your default minimums.
Expiration alerts at 90 / 60 / 30 / 7 days
You get emailed before a policy lapses. Your sub gets emailed too, with the same magic link to upload the renewal — so you don't have to follow up manually.
W-9 collection in the same workflow
The magic link request can include W-9 alongside COI. One link, one submission, one less thing to chase separately before year-end 1099s.
Compliance dashboard — compliant / expiring / non-compliant
See every sub's status in one view, filtered by project. Green means fully covered and licensed. Yellow means something expires soon. Red means they should not be on site. No hunting through folders to answer the question.
How TrackMyVendor is different
Every COI tracking platform verifies the document. TrackMyVendor also verifies the entity. A contractor can carry a valid COI while their license is suspended, has open board complaints, or was never valid in your state to begin with. We query TX TDLR, FL DBPR, and CA CSLB in real time — so you know the contractor behind the certificate is actually who they say they are. That's a check no other self-service COI tool on the market performs.
What GCs are saying
"We used to find out a sub's insurance lapsed when our insurance broker asked during a renewal audit. Now I get a 30-day warning and my sub gets the same email automatically. It's changed how we onboard anyone new."
General Contractor, Texas
Managing 40+ subcontractors
Review badges from Capterra and G2 coming soon.
Simple, transparent pricing
Start free with your first 10 contractors. Paid plans start at $97/month — less than one hour of admin time saved per week.
Frequently asked questions
What is COI tracking software?
How is this different from just collecting COIs in a spreadsheet?
Does it work with Procore?
Which states do you cover for license verification?
How do subcontractors submit documents?
How much does it cost?
Start tracking COIs — and licenses — for free
First 10 contractors free. No credit card. Set up in under 10 minutes.
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