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.

30-DAY FREE TRIAL — No credit card required

Free

$0
Up to 25 subcontractors · 1 user

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

$39/mo
Unlimited subcontractors · 2 users

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
Most Popular

Pro

$59/mo
Unlimited subcontractors · Unlimited users

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 package

If 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.com

Easier 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.

Frequently Asked Questions

Do I need a credit card to start?
No. The Free plan never requires a credit card. If you want to try Starter or Pro, you get 30 days free — still no credit card required at sign-up. We ask for payment information only when your trial ends and you decide to continue.
What happens when I hit the 25-contractor limit on the Free plan?
Your existing subs stay tracked and your data stays intact — nothing gets deleted. You just won't be able to add contractor number 26 until you upgrade to Starter. If you're close to the limit, you'll see a warning in your dashboard before you hit it. Upgrading takes about 30 seconds.
Can I cancel anytime?
Yes. No contracts, no cancellation fees, no phone call required to cancel. You can cancel from your account settings in under a minute. You keep access until the end of the billing period you already paid for, then your account drops back to Free — your data stays, you just lose the paid features.
Is my data secure and where is it stored?
Your data is stored on servers in the United States and never sold or shared with third parties. Documents you upload — COIs, W-9s, license copies — are stored encrypted. We use industry-standard TLS encryption in transit. If you cancel, you can export your data before you leave.
Does my price go up as I add more contractors?
No. Starter is $39/mo whether you have 26 subs or 260. Pro is $59/mo whether you have 2 users or 20. There are no per-contractor fees, no seat surcharges, and no usage-based billing surprises at the end of the month. The price you see is the price you pay.
How does TrackMyVendor pricing compare to myCOI or Billy?
myCOI, Billy, and TrustLayer don't publish pricing — you have to book a sales call to get a quote. Based on what customers report, enterprise COI tracking platforms typically run $200–$1,000+/month for a small GC or property management team, usually with a required demo, an annual contract, and a minimum commitment. TrackMyVendor is $0–$59/mo flat: no sales call, no contract, and no per-contractor fees. You see exactly what you pay before you ever create an account. See the full comparison →
What if I need more than Pro?
Pro covers the vast majority of GC operations. If you have specific needs — API access, white labeling, all-50-state license verification, or a dedicated implementation contact — reach out at support@trackmyvendor.com. We'll tell you honestly whether we're the right fit or whether you'd be better served by an enterprise platform.

Start verifying your subs today.

Free plan includes 25 subs, forever. Starter and Pro include a 30-day free trial.

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Not sure which plan fits? Read about TrackMyVendor for general contractors or property managers.