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COIs & Insurance
Request certificates, read what AI parsing extracted, and handle expirations.
- Request a COI from a contractor Send a one-time upload link for a certificate of insurance and track whether it came back.
- Upload a COI yourself File a certificate you already have, and what happens in the minute after you do.
- What AI parsing reads off a certificate The fields extracted from an uploaded ACORD 25, including per-coverage effective and expiration dates.
- Review and correct a parsed COI Check what was extracted against the PDF, and fix anything read wrong.
- Set required coverages and limits Tell TrackMyVendor which policies you require and at what limits, so certificates can be judged against them.
- Handle an expired COI What to do when a certificate lapses, and how to get the renewal without chasing it yourself.
- Why a contractor shows as Non-Compliant The four things that flip a contractor to Not compliant — and why one expired certificate often doesn't.
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