CoiLoop

Compliance & Process

COI Tracking

The ongoing practice of collecting, verifying, and monitoring subcontractor certificates so coverage never lapses.

COI tracking is the workflow of gathering certificates, checking them against requirements, and watching expiration dates across every active subcontractor. Done well, it ensures no one works uninsured and every coverage gap is caught early.

The hard part is not the first collection, it is staying current as policies renew and subs come and go. This is precisely the chase CoiLoop automates: subs upload through a magic link, the certificate is reviewed against your requirements, and you are warned before anything expires.

Track this on every subcontractor

CoiLoop collects COIs and W-9s through no-login links, uses AI to read each certificate and check limits, endorsements, and dates against your requirements, and warns you before anything expires.