USE CASES
Each team sees the same evidence through a different operational lens. COIRoster keeps the contractor, project, requirements, review, and renewal history connected.
GENERAL CONTRACTORS
SituationSubcontractors move across active projects with different insurance requirements.
RiskA current-looking COI may not satisfy the correct project.
WorkflowAssign the contractor, define requirements, collect evidence, record a review, and monitor expiration.
ResultProject teams see which assignments need attention before work continues.
CONSTRUCTION OPERATIONS
SituationRecords are spread across inboxes, shared drives, calendars, and worksheets.
RiskDuplicate outreach and unclear ownership make follow-up harder to control.
WorkflowCentralize contractors, uploads, review states, renewal milestones, and notifications.
ResultTeams work from missing, expiring, rejected, and pending-review records instead of manually reconciling files.
PROPERTY MANAGERS
SituationVendors perform recurring work across properties and projects.
RiskThe correct evidence and requirement context are hard to locate.
WorkflowMaintain a vendor directory, connect records to assignments, review evidence, and follow expirations.
ResultEach location or project has a clearer view of current contractor documentation.
COMPLIANCE & RISK TEAMS
SituationReviewers need consistent information without surrendering professional judgment.
RiskAn opaque automatic status can hide missing context.
WorkflowReview source documents and extracted fields, compare requirements, identify blockers, and record the person, date, reason, and decision.
ResultA more defensible record that distinguishes software assistance from human approval.
ONE SHARED PROCESS
Define what applies before deciding whether evidence is sufficient.
Keep the original file and supporting documents connected to observations.
Let qualified reviewers own the final decision and its reasoning.
