COI & Vendor Compliance — Automated

Never Chase a
COI Again

Upload vendor COIs. AI extracts coverage details and flags risks in seconds. Vendors self-serve. You get audit-ready reports. From $49/mo.

14-day free trial · No credit card required

VendorShield Dashboard
3 Compliant1 Expiring1 Expired
ABC Electric
$2M GL · Expires Aug 2026
Risk: 12
Active
Metro Plumbing
$1M GL · Expires Apr 2026
Risk: 45
Expiring
Summit HVAC
$500K GL · Expires Feb 2026
Risk: 89
Expired
ProBuild Concrete
$5M GL · Expires Dec 2026
Risk: 8
Active
ClearView Glass
· Expires
Pending
4.2hrs
Saved per week on COI admin
97%
Vendor compliance rate
<2min
COI review with AI

How It Works

Three steps to full vendor compliance. No spreadsheets, no email chains.

1

Upload COIs

Drag & drop PDFs or invite vendors to upload directly through their own portal.

2

AI Analyzes

AI extracts policy details, scores risk, and flags coverage gaps against your requirements.

3

Stay Compliant

Get alerts before expirations. Run audit reports. Vendors self-renew. Done.

Everything You Need

Built for general contractors and property managers who are tired of spreadsheets and email chains.

Upload COIs

Drag & drop PDFs. AI instantly extracts coverage, limits, dates, and insurer info.

AI Risk Scoring

Every COI gets a 0-100 risk score. Gaps, exclusions, and low limits flagged automatically.

Expiration Alerts

Get notified 30/14/7 days before expiry. Auto-remind vendors to upload renewed COIs.

Vendor Self-Serve

Vendors get their own portal to upload COIs. No more email tag — invite link, done.

Audit Reports

One-click compliance reports. Show auditors, owners, and lenders you're covered.

Compliance Rules

Set minimum coverage requirements by vendor category. Auto-flag non-compliant vendors.

Sound Familiar?

Chasing vendors for updated COIs via email

Vendors upload through their own portal automatically

Manually checking coverage amounts and dates

AI extracts all details from PDFs in seconds

Finding out a COI expired after an incident

Automated alerts 30/14/7 days before expiry

Scrambling when an auditor asks for records

One-click audit report with full compliance history

Simple Pricing

Flat monthly. No per-vendor fees. No surprises.

Starter

For small GCs with up to 25 vendors

$49/mo
Start Free Trial
  • Up to 25 vendors
  • Unlimited COI uploads
  • AI analysis & risk scoring
  • Expiration alerts
  • Vendor self-serve portal
  • Email support
Most Popular

Pro

For growing firms with complex compliance needs

$99/mo
Start Free Trial
  • Unlimited vendors
  • Everything in Starter
  • Custom compliance rules
  • Audit-ready reports
  • Auto-vendor reminders
  • API access
  • Priority support

Enterprise

For large operations with multiple entities

$149/mo
Contact Us
  • Everything in Pro
  • Multiple organizations
  • SSO / team management
  • Custom integrations
  • Dedicated success manager
  • SLA guarantee

Ready to Shield Your Business?

Join GCs and property managers who stopped chasing COIs and started sleeping better.

Start Your Free Trial