COI tracking guides
Practical, plain-English guides for small general contractors and property managers who have to keep subcontractor and vendor insurance certificates up to date.
How to track subcontractor certificates of insurance (free spreadsheet template)
A step-by-step system: requirements, one row per policy, an automatic status formula, renewal reminders and audit history. Includes a free .xlsx template.
Read the guide →What to check on a COI: additional insured, waiver of subrogation, limits and more
A box-by-box walkthrough of the ACORD 25, and why the "Y" in the additional-insured column isn't the endorsement.
Read the guide →COI tracking software for small contractors, compared
Free tiers, published prices and who actually chases renewals, from spreadsheets to done-for-you services.
Read the comparison →How to request a certificate of insurance from a subcontractor (free email templates)
Copy-and-paste emails for new subs, 30-day renewal reminders, corrections and expired certificates.
Get the templates →Free COI tracker template: one row per policy, automatic status, amber/red highlighting.