Compliance & Process

COI Tracking Software

A tool that automates collecting, verifying, and renewing subcontractor certificates instead of using spreadsheets.

COI tracking software replaces the email-and-spreadsheet routine with a system that requests certificates, stores them, flags deficiencies, and sends renewal reminders automatically. Modern tools also use AI to read each certificate and check limits and dates against your requirements.

CoiLoop provides no-login uploads and AI-prefilled review, with your team making approval decisions. Pro adds scheduled GL and workers' comp expiry emails and annual audit exports based on recorded work periods and retained certificates. Unknown dates and gaps in certificate evidence need review; the report does not certify coverage.

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.