CSV TEMPLATE
Contractor COI tracking spreadsheet
Track contractor identity, projects, coverage dates, supporting evidence, review decisions, ownership, and next actions.
Download CSV →FREE COI TEMPLATES
Start with a clearer contractor insurance workflow.
Download practical starter files, adapt them to your contracts and projects, and keep qualified reviewers responsible for insurance requirements and decisions.
EMAIL TEMPLATE
Contractor COI request email
Give the contractor and broker a structured request with project details, requirements, deadline, and upload instructions.
Download TXT →PRINTABLE GUIDE
Contractor COI review checklist
Open the complete checklist, then print or save the page as PDF from your browser.
Open checklist →A template can help a small team establish a process. As contractors, projects, documents, reviewers, and renewal events grow, version control and audit history become harder to maintain. COIRoster connects those records in one controlled workspace.