COI Tracking Software Pricing — From Free to $59/mo
No contracts, no sales call, no guessing. Here's exactly what you get and exactly what it costs.
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 subcontractors — 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
- ✓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
- ✓Bulk import — add your roster from CSV or a certificate archive
- ✓Integrations — API key, webhooks, Zapier, Make, Slack and Teams
- ✓Compliance reports (PDF & Excel)
No contracts. Cancel anytime.
Want us to do the setup for you?
One-time setup packageIf you're coming off a spreadsheet and a folder of PDFs, we'll do that first migration for you instead of handing you an import template. It's a one-time service that works alongside any plan, including Free.
Data cleaning
We de-duplicate the roster, straighten out company names that appear three different ways, and reconcile the rows that are really the same contractor.
Bulk contractor import
Your existing list loaded as real contractor profiles, with contacts and trades — from a spreadsheet, a system export, or whatever shape it is in now.
Legacy documents uploaded
Your back catalog of COIs, W-9s and license copies attached to the right contractor, with coverage dates and limits read off each PDF.
Price on request. It depends on how many contractors and documents you're bringing over, so tell us roughly what you have and we'll quote it.
Email support@trackmyvendor.comEasier to talk it through? Book a 15-minute call.
What's included in each plan
Swipe the table to compare plans
| Feature | Free | Starter | Pro |
|---|---|---|---|
| Limits | |||
| Subcontractors tracked | Up to 25 | Unlimited* | Unlimited* |
| Users / seats | 1 | 2 | Unlimited |
| Core Features | |||
| License verification (TX, FL, CA, WA, OR, IL & CO) | ✓ | ✓ | ✓ |
| Expiration tracking (in-app) | ✓ | ✓ | ✓ |
| Weekly compliance summary email — everything expired or expiring, every Monday | ✓ | ✓ | ✓ |
| Contractor self-service portal (magic link) | ✓ | ✓ | ✓ |
| COI, W-9 and license management | ✓ | ✓ | ✓ |
| Other documents by category (contracts, financials, licensing, insurance) | ✓ | ✓ | ✓ |
| Timestamped audit trail | ✓ | ✓ | ✓ |
| Automation | |||
| AI COI parsing — no manual data entry | ✓ | ✓ | ✓ |
| AI W-9 parsing — name, TIN & tax classification | ✓ | ✓ | ✓ |
| AI-parsed endorsements — additional insured, waiver of subrogation, primary & non-contributory | ✕ | ✕ | ✓ |
| Automated email alerts at 90/60/30/7 days — to your team and the contractor | ✕ | ✓ | ✓ |
| Calendar feed — subscribe deadlines into Google Calendar, Outlook or Apple Calendar | ✕ | ✓ | ✓ |
| Reporting & Exports | |||
| Compliance reports (PDF & Excel) | ✕ | ✕ | ✓ |
| Team & Projects | |||
| Projects — group subs by job or property, with per-project coverage requirements | ✕ | ✕ | ✓ |
| Compliance enforcement (flag non-compliant subs per project) | ✕ | ✕ | ✓ |
| Team invites & roles | ✕ | ✓ | ✓ |
| Bulk import from spreadsheet or certificate archive | ✕ | ✕ | ✓ |
| Integrations | |||
| API key, outbound webhooks, Zapier, Make, Slack & Teams | ✕ | ✕ | ✓ |
| Trial | |||
| 30-day free trial | — | ✓ | ✓ |
*Unlimited under fair use. Paid plans carry a 1,000-contractor ceiling — well above what a typical GC or property manager tracks. If you're approaching it, email us and we'll raise it.
What does COI tracking software typically cost?
COI tracking software ranges from free spreadsheets to enterprise platforms that run four figures a month. Here's the market at a glance, and where TrackMyVendor fits.
Swipe the table to compare plans
| Type of tool | Typical cost | Who it's for |
|---|---|---|
| Spreadsheets & free trackers | $0 | A handful of subs, manual follow-up, no alerts or document parsing |
| Small-business COI software (TrackMyVendor) | $0–$59/mo flat | GCs & property managers who want automation without a sales call or contract |
| Enterprise platforms (myCOI, TrustLayer, Billy) | $200–$1,000+/mo* | Risk & procurement teams that need an implementation project and dedicated support |
*Enterprise COI platforms don't publish pricing; ranges are based on what customers report and typically require a sales call, annual contract, and minimum commitment. If you're tracking up to a few hundred subs and don't need an enterprise risk suite, small-business COI software is almost always the better fit.
Evaluating alternatives? See how TrackMyVendor compares to myCOI, Billy, and TrustLayer →
Frequently Asked Questions
Do I need a credit card to start?
What happens when I hit the 25-contractor limit on the Free plan?
Can I cancel anytime?
Is my data secure and where is it stored?
Does my price go up as I add more contractors?
How does TrackMyVendor pricing compare to myCOI or Billy?
What if I need more than Pro?
Start verifying your subs today.
Free plan includes 25 subs, forever. Starter and Pro include a 30-day free trial.
Start Free — No Credit Card RequiredAlready have an account? Log in
Rather see it first? Book a 15-minute walkthrough — optional, and you can start free without one.
Not sure which plan fits? Read about TrackMyVendor for general contractors or property managers.