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COI Tracker

Live tracker of every vendor's certificate of insurance — coverage types, limits, endorsements, expiry. Automatic 30/60/90-day renewal alerts.

What you see

COI Tracker lists every vendor COI on file — or required but not yet received. Columns: vendor, carrier, policy #, coverage type(s), limits, expiry, additional-insured flag, waiver-of-subrogation flag, compliance status.

Every control

+ Upload COI

Opens the COI Tracker engine to analyze the certificate before adding to the tracker.

Compliance status pill

Compliant / Partial / Non-compliant / Expired.

Renewal alerts strip

Top of the view: list of COIs expiring in the next 30 / 60 / 90 days.

Coverage detail panel

Click a vendor row to see coverage breakdown and required-vs-actual comparison.

Mark COI received

For vendors where you've requested a COI but not yet received one — tracks outstanding requests.

Filter: compliant / expired / expiring soon

Sidebar filters.

Export PDF

Compliance audit report.

Export XLSX

Raw table.