Franchisee COI Tracking for Franchises, Chains and Cooperative Groups
Every franchisee is supposed to carry the insurance your agreement requires, with you named as additional insured. Collect each certificate through a link that needs no login, have it read and checked against your minimums, and get a renewal before a policy lapses, not after a claim.
Free for up to 25 franchisees. Set up in minutes, not an implementation project.
- Northgate #112 FranchiseeCompliant
- Harbor Point #087 FranchiseeUmbrella expires in 12 days
- Summit Equipment Supply SupplierGL below $2M
Franchisees, locations, suppliers and members, in one system
One roster for everything your system collects insurance from, with a list for each kind of party.
Franchisees
Usually required: General liability, auto, workers' comp and umbrella at the minimums your franchise agreement sets, with the franchisor named as additional insured.
In TrackMyVendor: Each franchisee's certificate read on upload and checked against your minimums. The additional insured endorsement can be required, and on Pro it's read off the endorsement page.
Locations
Usually required: A mall or landlord lease that asks more of one store than your system standard does.
In TrackMyVendor: Each location as an assignment with its own minimums and documents, so the airport store can owe more than the strip-mall one.
Approved suppliers and vendors
Usually required: The suppliers, installers and service vendors your system approves, each with their own certificate and W-9.
In TrackMyVendor: Collected the same way, on their own list beside your franchisees.
Co-op and buying-group members
Usually required: Members who must carry minimum coverage to stay in the group or its programs.
In TrackMyVendor: Tracked like franchisees, with renewals chased automatically and a status you can see at a glance.
Separate lists per kind of party come with third-party categories on Pro. Per-location minimums come with assignments, also on Pro.
Franchisee insurance compliance without the spreadsheet
One link per franchisee
No portal login. Owners upload from a phone, and the page lists what they still owe.
Checked against your minimums
Limits and per-coverage dates read off each certificate and compared with what your agreement requires.
Endorsements, not just boxes
A ticked box on a certificate isn't coverage. On Pro, endorsement pages are read to confirm you're actually additional insured.
Renewals chased for you
On Starter and above, alerts go to the franchisee with their upload link before each policy lapses.
Simple, transparent pricing
Start free with up to 25 franchisees. Separate lists for franchisees, suppliers and members, per-location requirements and endorsement reading are on Pro.
Free
Free forever. No credit card. No expiration date on the free tier.
- ✓AI COI parsing and AI W-9 parsing — carrier, limits, policy dates, name, TIN and tax classification read for you
- ✓Any other document, filed by category — contracts, financials, licensing, insurance
- ✓License tracking in all 50 states, plus automated daily state-database verification
- ✓Magic link uploads — your subs send documents without an account
- ✓Expiration tracking across every license, certificate and W-9
- ✓Weekly compliance digest by email
- ✓Timestamped audit trail
Starter
Solo GC or property manager tired of chasing renewals manually — less than the cost of discovering one expired license on inspection day.
- ✓Everything in Free
- ✓Unlimited franchisees — no 25-record ceiling
- ✓Automated email alerts at 90/60/30/7 days — sent to your team and the contractor
- ✓Calendar feed — subscribe every deadline into Google Calendar, Outlook or Apple Calendar
- ✓Bulk import — add your roster from CSV or a certificate archive
- ✓Invite a second user to your account
Pro
Multiple job sites or properties, with a foreman or office manager who also needs access.
- ✓Everything in Starter
- ✓AI-parsed endorsements — additional insured, waiver of subrogation, primary & non-contributory, read off the endorsement pages
- ✓Projects — group subs by job or property, with per-project coverage requirements
- ✓Unlimited users & team roles
- ✓Integrations — QuickBooks Online, Zapier, Make, Slack and Teams
- ✓Compliance status reports (PDF & Excel)
- ✓Insurance audit report — every sub's coverage and gaps over your policy year, for your premium audit
- ✓Third-party categories — vendors, tenants, renters or franchisees on their own lists, in one roster
No contracts. Cancel anytime. See the full plan comparison →
Frequently asked questions
How do franchisors track franchisee certificates of insurance?
Can franchisees and suppliers be kept apart?
Do you read our FDD or franchise agreement?
Can one location require more than our system standard?
Do franchisees need an account?
Can our insurance broker manage this for us?
Do you check product liability or cyber coverage?
Every franchisee covered, every renewal on time
Franchisees, suppliers and members in one roster, with alerts before anything lapses.
Get started free — no credit cardNo credit card required
Explore More
Custom Compliance Rules
Default insurance minimums, required documents and per-project overrides
Project Management
Group vendors by project or job
Certificate Holder vs. Additional Insured
The endorsement distinction that decides who's protected in a claim
COI Audit Checklist
Eight things to check before approving any certificate
Alerts and Reminders
Get notified before documents expire
Contractor Onboarding Software
Onboard subcontractors without the back-and-forth
Integrations
Connect compliance alerts to the tools your team already uses
Plans & Pricing
View plans and start your free trial