Sarah L.Compliance Manager
For compliance teams
Collects, reviews, and tracks vendor insurance documents daily. The primary power user of the platform.
COMING LATE 2026
The complete platform for
1 Million+ procurement, legal & risk teams need a COI solution.
The complete platform for
vendor COI compliance.
One platform for procurement, legal, and risk teams to request, track, review, and renew Certificates of Insurance across every vendor. Stop chasing COIs.
Who is this for?
Built for the teams that manage vendor risk
Mike G.Vendor / Subcontractor
For legal and contract operations
Receives insurance requests from multiple clients and needs to submit documents with zero friction.
David R.Operations Director
For operations management
Needs a real-time compliance snapshot for board meetings and risk decisions without pulling manual reports.
Lisa O.Risk Manager
For risk management teams
Sets the rules — defines what coverage is required, at what levels, for each vendor category. Owns requirement templates and exception approvals.
Carlos G.Project Manager / Site Superintendent
For project management teams
Needs a quick go/no-go answer on whether a vendor is cleared to start work on-site today.
THE PROBLEM
Most companies require COIs. Very few actually manage them well.
Insurance requirements often live in the MSA, but the real process happens in inboxes, shared drives, and spreadsheets. That means missing certificates, expired coverage, manual follow-up, and no reliable view of vendor compliance.
Missing certificates go unnoticed for months
Expiration dates not tracked across vendors
Manual email chains with no audit trail
No dashboard to see overall compliance
THE SOLUTION
Make COI tracking operational, not reactive.
Centralize vendor insurance requirements, collect COIs in one place, track review status, and automate reminders before coverage expires.
One place to see every vendor's status
Automated requests and reminders
Review workflow with compliant/deficient tracking
Risk dashboard for the whole team
FEATURES
Everything you need to manage vendor insurance
Stay ahead of renewals
Get ahead of expiration dates with automated reminders and a live queue of vendors that need follow-up.
Centralize every vendor record
Keep vendors, contacts, COIs, requirements, and review history in one place so your team is not digging through inboxes.
Request COIs without back-and-forth
Send structured COI requests to vendors and track who has responded, who has not, and what needs action.
Review faster
See required coverages, limits, and expiration dates in one workflow to quickly mark vendors compliant or deficient.
See risk at a glance
Give procurement and risk teams a dashboard showing missing COIs, expiring coverage, and vendors needing escalation.
HOW IT WORKS
Up and running in four simple steps
Add the vendor
Add the vendor and define the insurance requirements.
Request the COI
Request the COI and collect the document in one place.
Review compliance
Review the COI against your insurance requirements.
Stay compliant
Automate renewals and maintain continuous compliance.
PRICING
Simple pricing for teams with real vendor volume
Starter
For smaller teams with up to 100 vendors
✓ Self-service vendor portal with drag-and-drop uploads
✓ AI-powered COI parsing (94%+ accuracy)
✓ Automated compliance validation against your requirements
✓ Real-time compliance dashboard
✓ Full audit log and compliance history
Professional
MOST POPULARFor larger teams with up to 500 vendors
✓ Everything in Starter
✓ Email ingestion — vendors can submit COIs by email
✓ Automated expiration reminders and follow-up sequences
✓ Custom requirement templates per vendor category
✓ Priority support with dedicated onboarding
Enterprise
For organizations with up to 2000 vendors
✓ Everything in Professional
✓ Compliance exception workflows with audit trail
✓ Custom integrations with third party platforms
✓ Advanced reporting capabilities
✓ Dedicated account manager
FAQ
Common questions
Most teams are up and running within a day. Add your vendors, define requirements, and start tracking immediately.
No. The platform fits alongside your current vendor onboarding, contract management, and procurement workflows.
Yes. All data is encrypted at rest and in transit. We follow industry-standard security practices and can support your compliance requirements.
Yes. You can create custom requirement templates for different vendor categories and define specific coverage types, minimum limits, and required endorsements.
With AI-powered parsing, most COI reviews are completed in minutes. The platform automatically extracts and validates coverage details against your requirements.
Yes. Enterprise plans support multiple entities with separate requirement sets and consolidated reporting across your organization.
Stop managing vendor COIs in spreadsheets.
Start today.
The sooner you centralize, the less risk you carry.