Secure COI collection
Send contractors a dedicated upload link so they can provide PDF, JPG, or PNG evidence without creating an account.
COI TRACKING FEATURES
One workflow from contractor upload to human decision.
COIRoster keeps certificates of insurance, project requirements, extracted fields, renewal activity, and review history connected.
OCR-assisted review
Extract common policy details and dates to speed up review while keeping a qualified person responsible for the final decision.
Project requirements
Track the coverages, limits, endorsements, and evidence expected for each project and assigned contractor.
Automatic renewal emails
Notify contractor contacts at 90, 30, and 7 days before expiration and again after expiration, with duplicate protection.
Compliance decisions
Approve or reject documents after review and preserve the decision context for the team.
Roles and visibility
Separate owner, administrator, compliance manager, and viewer access so each teammate sees the appropriate tools.