Certificates of insurance

Tracking COI made easy

We pull the dates and remind you before a cert lapses.

For office managers at general contractors and property-management shops. You see the list. Vendors do not get a login.

Create account

Shop · $79/mo. We email the payment link after you fill in the form.

Who it is for

The person already living in a shared inbox and a spreadsheet of expiry dates. Not a broker. Not an enterprise risk platform.

GC office managers

Subs send certificates. You need the dates on a wall before someone shows up with a lapsed one.

Property-manager offices

Vendors, contractors, and service techs. Same job: current certificates on file, reminders before they go stale.

Not for vendors

Vendors do not create accounts. If a date is coming due, they get a reminder email. That is all.

What you get

After you are a customer, we read each certificate and put the fields on a list. We track dates. We do not decide if anyone is insured or if the limits are enough.

  • Named insured Who the policy is issued to
  • Carrier The insurer named on the form
  • Policy number As printed on the certificate
  • Coverages GL, Auto, WC, Umbrella, whatever is on the page
  • Limits The dollar figures next to those coverages
  • Dates Effective and expiry. This is what we remind them about.

How it works

You start here. After you pay, certificates come in by email. We extract. You watch the list. Vendors get reminder emails. If they ignore two, we email you.

1. You create an account

Tell us your office. We send the $79/mo link. Certificates wait until you are a customer.

2. You see the list

Named insured, carrier, policy number, coverages, limits, dates. Your office sees every row. The vendor does not log in.

3. Reminders, then we email you

30 days, 14 days, and 7 days before expiry, then expired. After two ignored reminders, we email the buyer.

Shop

$79/mo

One plan for the office that already tracks expiry dates by hand.

What $79/mo covers

  • The extracted list: insured, carrier, policy #, coverages, limits, dates
  • Reminder email at 30 / 14 / 7 days, then after expiry
  • Email you after two ignored reminders
  • No vendor accounts

We track the dates on the certificate. We do not say whether anyone is insured or whether coverage is enough.

Sign up for tracking

Your office. We email the $79/mo payment link.

Office details

GC or property-manager office. We will not ask your vendors to sign up.