COI Tracking Software

Track Every Vendor's COI. Automatically.

Know which vendors are compliant, which certificates are expiring, and which need follow-up — without touching a spreadsheet.

  • 60-day expiration alerts sent to vendors automatically
  • AI reads PDFs — no manual data entry
  • Compliance dashboard with real-time status
  • Audit-ready reports in one click
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VendorShield Dashboard
Live Preview
6
Total Vendors
2
Compliant
2
Expiring
2
Action Needed
Titan Plumbing LLC
GL + WC · $2M/$1M
Compliant
76d left
Apex Electrical Co.
GL + Auto · $1M/$500K
Expiring Soon
18d left
Summit Roofing Inc.
GL + WC + Umbrella · $5M/$2M
Expired
28d overdue
Greenway Landscaping
GL · $1M/$1M
Compliant
122d left
Metro HVAC Services
GL + WC · $2M/$1M
Expiring Soon
25d left
ProBuild Framing
GL only · $500K
Coverage Gap
41d left

The COI Tracking Problem

Every general contractor and property manager knows the pain. Vendors promise to send updated certificates. Most don't.

Expired Policies

One lapsed GL policy on a job site can mean $500K+ in uninsured liability exposure.

Manual Follow-ups

Hours every week emailing vendors, calling agents, updating spreadsheets. It never ends.

Audit Failures

GC audits and owner requirements catch gaps you missed. Projects stall, bids are rejected.

How VendorShield Tracks Your COIs

1

Upload or Forward

Drag-and-drop PDFs or forward COI emails. AI extracts all policy data instantly.

2

Monitor Expirations

Dashboard shows every vendor's status. Color-coded: green, amber, red.

3

Auto-Alert Vendors

60-day, 30-day, and 7-day renewal reminders sent to vendors automatically.

4

Stay Audit-Ready

Generate compliance reports for any project, owner, or time period in one click.

Built for the Way You Work

Not another generic vendor management tool. VendorShield is purpose-built for COI compliance.

Automated Renewal Alerts

Vendors get email reminders at 60, 30, and 7 days before expiration. You don't lift a finger.

Compliance Dashboard

Real-time view of all vendor insurance status. Filter by project, status, or policy type.

Expiration Calendar

Visual calendar showing upcoming expirations across all vendors and projects.

Coverage Gap Detection

AI flags vendors with insufficient limits, missing endorsements, or policy type mismatches.

Vendor Self-Service Portal

Each vendor gets a unique upload link. They submit their COI directly — no email chains.

Audit-Ready Reports

One-click PDF reports showing compliance status for any project or time period.

Who Uses COI Tracking Software?

General Contractors

Track sub certificates across dozens of active projects. Stay compliant with owner requirements and never hold up a project start over a missing COI.

Property Managers

Monitor vendor insurance for maintenance, janitorial, landscaping, and security teams across your portfolio. One dashboard, all properties.

Construction Firms

Ensure every trade partner meets your insurance minimums before they set foot on site. Automated compliance for OCIP and CCIP programs.

Facility Managers

Track recurring vendor certificates — HVAC, electrical, elevators, fire protection. Get alerts before coverage lapses affect your building permit.

Spreadsheets vs. VendorShield

FeatureSpreadsheetVendorShield
Auto-read COI PDFs
Expiration alerts to vendors
Real-time compliance status
Coverage gap detection
Vendor self-service upload
Audit-ready PDF reports
Project-level filtering
FreeFrom $149/mo
AES-256 Encryption
Zero Data Sharing
US-Based Infrastructure

COI Tracking Software FAQ

Stop Tracking COIs in Spreadsheets

One expired policy on a job site can cost six figures. Let VendorShield track them all for you.

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14-day free trial · No credit card required · Cancel anytime