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A Certificate of Insurance is a document issued by an insurance company that verifies a vendor or contractor carries active insurance coverage. It's what you require before allowing a vendor to work on your property or project.
No. Vendors receive a secure, unique link via email and can upload their COI directly — no account, login, or app required on their end.
When a COI is uploaded, our AI scans the PDF and automatically extracts key details — including the insured name, coverage dates, and expiration. No manual data entry required.
COI Manager automatically reaches out to the vendor with a direct upload link and continues following up until a new certificate is received. You're only notified if the vendor doesn't respond and your attention is needed.
Starter supports up to 20 vendors with monthly compliance reports — great for small teams. Professional includes unlimited vendors, W-9 document review and storage, custom insurance coverage review, and compliance reports on your schedule.
Yes. Every plan comes with a 90-day money-back guarantee. If COI Manager isn't the right fit, we'll refund you — no questions asked.
Absolutely. There are no long-term contracts. You can cancel your subscription at any time from your account settings.
Most users are fully set up in under 15 minutes. Add your vendors, upload their COIs, and COI Manager takes it from there.