Human compliance decisions
Record compliant, pending-review, or non-compliant outcomes with reviewer notes and the evidence used. Software organizes the case; a qualified person owns the conclusion.
COI TRACKING FEATURES
One traceable workflow from contractor request to human decision.
COIRoster connects contractor records, project requirements, source documents, extracted fields, review decisions, renewal outreach, and audit history.
It gives compliance teams one place to request insurance evidence, review it against project requirements, record accountable decisions, monitor expiration dates, and follow up before evidence becomes stale.
COLLECT
Secure contractor uploads without another account.
Create a dedicated upload link for the correct contractor and project. Contractors can submit PDF, JPG, or PNG evidence without joining the internal workspace, reducing email attachments and filing errors.
- Project-connected submission
- No contractor workspace account required
- Original source file preserved
SECURE UPLOADJohnson Electrical
Downtown Office Renovation
Drop COI and endorsements herePDF, JPG or PNG
REVIEW
OCR assistance with the source document still in view.
Surface common names, policy identifiers, dates, coverage types, and limits to reduce repetitive reading. Reviewers confirm or correct extracted information and remain responsible for the final decision.
- Structured fields linked to the document
- Uncertainty remains visible
- Approval and rejection reasons preserved
DOCUMENT REVIEWCOI-2026-0842.pdf
Named insuredJohnson Electrical LLC
ExpirationDec 31, 2026
Review stateNeeds decision
COMPARE
Project requirements provide the missing context.
Record required coverages, minimum limits, certificate-holder details, additional-insured evidence, and waiver conditions by project. The same document can then be evaluated in the context of the work it supports.
- Requirements by project
- Contractor-to-project assignments
- Visible blockers and missing evidence
PROJECT REQUIREMENTSRiverside Apartments
General liability$2,000,000
Additional insuredRequired
Waiver of subrogationRequired
Automatic expiration reminders
Send scheduled outreach at 90, 30, and 7 days before the recorded expiration and after expiration, with duplicate protection and a visible notification history.
Dashboard and priority queue
See contractors tracked, compliant records, items awaiting review, and expired or non-compliant assignments, then open the cases needing attention first.
Audit history
Preserve uploads, extraction activity, update requests, reviews, decisions, and actor information so another teammate can understand what happened.
CSV and PDF exports
Export compliance information for operational reporting or save a printable dashboard view for meetings and review workflows.
Roles and limits
Separate owner, administrator, compliance-manager, and viewer responsibilities while plan limits keep contractor and member capacity predictable.
See the real workflow with your contractor process.
Request a guided demonstration using sample data or discuss how your current COI process is organized.
Request a demo