Connect contractors to projects
Assign subcontractors to the work they support so reviewers can evaluate the insurance evidence in the right project context.
FOR GENERAL CONTRACTORS
Know which subcontractor records need attention before work continues.
COIRoster gives general contractors one place to organize subcontractors, project requirements, COI documents, expiration activity, and human compliance decisions.
Define project requirements
Record expected coverages, limits, additional insured status, waiver conditions, and other evidence requirements for each project.
Collect documents securely
Send an upload link that lets a contractor provide current evidence without creating a COIRoster account.
Separate roles clearly
Give owners, administrators, compliance managers, and viewers access that matches their responsibilities.
Review and decide
Use OCR-assisted information to focus the review, then let a qualified person approve or reject the submitted evidence.
Stay ahead of expirations
Send automatic reminders at 90, 30, and 7 days while preserving the outreach history for the team.
FROM ROSTER TO DECISION
A repeatable contractor compliance workflow.
Create the project and its requirements, add the subcontractor, assign them to the project, collect current evidence, review the document, and record the decision. When the recorded expiration approaches, COIRoster starts the update process again.
Built to support review, not replace it
COIRoster helps teams organize evidence and follow-up. It does not guarantee coverage, interpret every policy term, or replace legal, insurance, or professional advice.
COMMON QUESTIONS
COI tracking in a project environment.
Why connect a subcontractor COI to a project?
Projects can have different limits, endorsements, entities, and work periods. The assignment gives reviewers the context needed to compare evidence with the correct requirements.
Can subcontractors upload documents without joining the workspace?
Yes. A secure upload link lets the subcontractor submit evidence while internal roles and decisions stay inside the compliance workspace.
Who makes the final compliance decision?
A qualified member of the organization does. COIRoster organizes requirements, evidence, extraction, and history but does not replace professional judgment.
How to track subcontractor COIs
Follow the complete seven-step process from requirements to monitoring.
OCR-assisted COI review
Reduce repetitive reading while preserving human control.
Contractor COI expiration guide
Know what to verify when evidence on file is no longer current.
Automatic renewal reminders
See the reminder sequence that starts 90 days before recorded expiration.