Directory
Search clients, vendors, and contacts from one list.
Nationwide
COI compliance tracking built for businesses that depend on outside vendors.
Certificate of insurance tracking for property managers and contractors across the country
One bad vendor can drag your whole business into their liability
Expiration alerts before coverage lapses. See who is coming due, and prepare renewal reminders at 90, 60, and 30 days.
25% Compliant · Grade D · 46
1 of 4 vendors compliant · 1 expiring this month · 2 critical
D25%
Compliance trend
| Company | Needs attention | Projects | Vendors | Not compliant |
|---|---|---|---|---|
| Sample – HighCrew LLC | 3 need attention | 1 | 4 | Sample – Short Fuse HVAC, Sample – Late Electric, Sample – Unreviewed Plumbing |
Links & Updates
See allFrom us, not a news report. Small business owners, including escape rooms, gyms, and restaurants, can be left holding the risk when a vendor they did not vet has no insurance. We did not add an escape-room card because we did not verify a sourced case that fit this list.
Local
Over $98,526,000 in fines, judgments, and settlements in these cases.
Nationwide
$169,750,000 in fines, judgments, and settlements in these cases.
Each group total adds only the stated fines, judgments, settlements, and the $5.5 million forfeiture. Domingos restitution is counted as $55 million of the “$55M+” figure, so the Local total is higher than the number shown. Proposed OSHA penalties, the Evolve payments alleged in a pending case, and the Pinellas estimate of losses prevented are not included.
In the account
Files on the vendor
Certificate files and supporting documents, stored on that vendor.
Verify panel
Record an agent confirmation and the Florida lookups you actually opened.
Analytics
Expirations, trades, states, and uploads over time, next to the Needs Attention list.
How it works
Four steps, using what the account already does. Nothing here depends on a vendor portal.
- 01
Add vendors
Add each vendor to a client, with a trade, a state, and contact details. The directory lists clients, vendors, and people so you can search them later. Vendors can also be attached to a project when a job needs its own list.
- 02
Collect certificates
Upload the certificate (PDF, JPG, or PNG) and supporting documents — endorsements, licenses, a workers’ comp exemption, a W-9 — onto that vendor. Someone signed in to the account files them. There is no vendor login and no public upload link.
- 03
Check them against the requirements
Each certificate is compared with the requirements on file: occurrence and aggregate limits, additional insured, waiver of subrogation, primary and noncontributory, and the expiration date. A missing required line is flagged. The verify panel is where you record an agent confirmation (phone or email) and Florida lookups such as workers’ comp, DBPR, and Sunbiz. A state other than Florida is marked out of state, with a note to check that state’s insurance department and any trade notes on file.
- 04
Reminders at 90, 60, and 30 days
The daily check prepares a renewal reminder at 90, 60, and 30 days before a policy expires. Turn vendor reminders on for a client when you want those messages queued. They are emailed only after an email provider is connected. Until then, the reminder stays in the outbox and nothing is sent on its own. Needs Attention and the analytics pages still show what is expiring, expired, missing, or unverified.
Who it’s for
Teams that collect vendor certificates and need to know which ones are still good.
Property managers
Keep the vendors for your properties in one account: certificates, expirations, and who still needs a look.
General contractors
Track subcontractors by trade, and attach them to a project when a job needs its own list.
HOAs and condo associations
Hold the association’s vendor insurance on a client login that sees only that association.
Why this, instead of a spreadsheet or a big suite
State-by-state awareness
Every vendor and client carries a state. Built-in lookups and trade requirements start with Florida today, and a vendor or client from another state is flagged with a prompt to check that state’s insurance department and any trade notes on file.
Simpler than a spreadsheet
A spreadsheet can list dates. This account also compares limits and endorsements to the requirements you saved, files the certificate on the vendor, and lists what needs attention.
Lighter than an enterprise suite
It is one tracker for vendors and certificates, not a system you have to staff. The price and the vendor cap are on this page.
Setup with a person
A one-time setup fee covers getting the account in place. Optional done-for-you follow-up is someone contacting vendors for updated certificates — not an automatic email.
Pricing
Starting prices. Every plan is the same tracker. The difference is how many vendors are included. There is no checkout on this site.
Starter
Starting at
$99/mo
Up to 50 vendors
Growth
Starting at
$249/mo
Up to 200 vendors
Pro
Starting at
$499/mo
Up to 500 vendors
One-time setup is $250–$500. Optional done-for-you vendor follow-up is a person contacting vendors for updated certificates. It is separate from the in-app reminders, which are not emailed until a provider is connected.
FAQ
Is this insurance or legal advice?
No. The account compares a certificate to the requirements saved on that client. It is an administrative check, not insurance, legal, or coverage advice.
Can a vendor upload a certificate without signing in?
No. A person signed in to the account uploads the file. There is no vendor login and no public upload link.
Are renewal reminders emailed on their own?
The daily check prepares a reminder at 90, 60, and 30 days before a certificate expires. Vendor email goes out only when reminders are turned on for that client and an email provider is connected. Until a provider is connected, the reminder is saved in the outbox and nothing is sent. A gap-report reminder can also be saved as a draft for you to copy; that draft is never sent automatically.
What does the check look at?
Occurrence and aggregate limits, additional insured, waiver of subrogation, primary and noncontributory, and the expiration date. A missing required line is flagged — general liability, auto, workers’ comp, and umbrella. Professional liability is checked only if you mark it required. The verify panel is a separate step: confirm with the producing agent, and record the Florida lookups.
What if the vendor is not in Florida?
The state is stored on the vendor and on the client. Anything other than FL is marked out of state, with a note to check that state’s insurance department before you take the work on. Trade notes are shown when the file has them. They are a reference, not a line-by-line review of that state’s code.
Who can see a client’s vendors, and how do we start?
Sign-in is required. A client login sees only that company, and it is read-only. Admins see the firms on the account. There is no payment form on this site. The prices are starting points. Request a demo to confirm the plan, the one-time setup fee, and whether you want done-for-you vendor follow-up.
Request a demo
Tell us the kind of portfolio you track — properties, jobs, or an association — and we’ll confirm the plan and the setup fee.
Already have a login? Log in.