Compliance & Process

COI Tracking

The ongoing practice of collecting, reviewing, and monitoring subcontractor certificates and recorded policy dates.

COI tracking is the workflow of gathering certificates, checking them against requirements, and watching recorded expiration dates. It helps teams identify missing or outdated documents; a certificate record does not guarantee continuous coverage.

Staying current means reviewing renewals as subs come and go. CoiLoop collects documents through no-login links and tracks separate GL and workers' comp dates. Your team confirms the certificate details; Pro adds scheduled expiry emails for known dates on the latest approved COI.

Track this on every subcontractor

Collect COIs and W-9s with no-login uploads. AI prefills your review. Track GL and workers' comp dates, with expiry emails and audit exports on Pro.