We take out the frustration of insurance compliance. COI Manager works directly with your vendors to collect, validate, and monitor Certificates of Insurance and alert you only when your attention is needed.
No more chasing vendors manually. COI Manager reaches out on your behalf and keeps everything organized automatically.
You'll only hear from us when a vendor's COI has an issue that needs your attention. No noise — just the alerts that matter.
A tight compliance record signals lower risk to your insurer. Staying on top of COIs can directly reduce your own premiums.
Track sub certificates across every active job, all in one place.
Keep vendor and tenant COIs current without lifting a finger.
Maintain a defensible audit trail and get alerted before gaps appear.
Also used by government entities, hospitals, and any organization with vendor compliance requirements.
Whichever describes you, setup takes under 5 minutes. Get Started →
Upload your vendor's name, contact, COI, and email. Takes under a minute each.
Our AI reads and pulls key details instantly. We automatically contact vendors when coverage is expired or missing details.
Each vendor gets a secure link to submit their updated COI straight into your system.
Your dashboard updates instantly. Compliance reports land in your inbox on your schedule.
Upload any PDF certificate and our AI extracts the expiration date, insured name, and certificate holder instantly. No manual data entry.
When a COI expires, vendors are automatically contacted with a direct upload link — there is no follow-up burden on your shoulders.
Every vendor gets their own private secure link to submit certificates directly into your system. No account or login required on their end.
Get a clear, up-to-date view of your entire vendor compliance status in one place. Always know where you stand — without digging through emails or files.
Everything above is included on every plan. See Plans