90 days before expiration
Begin early enough for the contractor to contact their broker, confirm requirements, and prepare updated evidence.
AUTOMATIC COI RENEWAL REMINDERS
Start the renewal conversation before a COI expires.
COIRoster monitors recorded expiration dates and sends contractor contacts a consistent sequence of reminder emails, helping your team replace last-minute chasing with an organized process.
30 days before expiration
Keep the renewal visible when no replacement document has been received and approved.
7 days before expiration
Escalate attention as the recorded certificate approaches its expiration date.
After expiration
Continue follow-up when current evidence is still missing, while keeping the final decision with the compliance team.
FOLLOW-UP WITHOUT DUPLICATION
Every milestone is recorded.
The reminder history shows what was sent and when. Duplicate protection prevents the same scheduled milestone from being sent repeatedly, and a secure upload link gives the contractor a direct way to submit replacement evidence.
A reminder does not confirm coverage
An expiration date on a certificate should trigger review and updated evidence. It does not by itself prove that an underlying policy ended. COIRoster organizes follow-up; your team remains responsible for verification and compliance decisions.
OCR-assisted COI review
Surface dates and policy details from the replacement document for human review.
COI tracking for general contractors
See how reminders fit into project and subcontractor compliance workflows.