COI Tracking Software
Know Which Vendors Are Insured. Instantly.
Upload an ACORD 25 PDF, review compliance status at a glance, and get renewal reminders before coverage lapses. Simple COI tracking for property managers and contractors.
7-day trial after secure checkout and payment method setup • Cancel before renewal
2,000+
COIs tracked before COI File
30/14/7
renewal reminders
ACORD 25 workflow
CSV
vendor import & export
Everything you need to track vendor insurance
No more spreadsheets. No more missed expirations. Just simple COI tracking that works.
AI-Assisted PDF Extraction
Upload an ACORD 25 PDF and review extracted coverage limits, dates, and additional insured status.
Expiration Alerts
Get automatic alerts 30, 14, and 7 days before a certificate expires. Never be caught off guard.
Compliance Dashboard
See which vendors are compliant, which are expiring, and which have lapsed - at a glance.
Vendor Upload Portal
Let vendors upload their own COIs. Stop chasing certificates by email.
Property Requirements
Configure property-specific certificate-holder and endorsement wording checks.
CSV Vendor Import
Bring in your existing vendor roster and export vendor data as CSV.
How it works
Three steps from ACORD 25 PDF to a reviewable compliance status.
Upload an ACORD 25 PDF
Upload a PDF and review the extracted policy details.
See Compliance Status
Green = compliant. Red = expired. Yellow = expiring soon. No guessing.
Get Alerts Before Expiry
Automatic alerts at 30, 14, and 7 days. Never be surprised again.
Simple, transparent pricing
7-day trial after secure checkout and payment method setup. Cancel before renewal.
Base
Up to 10 active vendors
- Up to 10 active vendors
- AI-assisted ACORD 25 PDF extraction
- Automated renewal emails at 30, 14, and 7 days
- Vendor self-upload portal with secure magic links
7-day trial starts after secure checkout and payment method setup. Then $39/mo.
Growth
Up to 50 active vendors
- Up to 50 active vendors
- Everything in Base
- Broker CC on renewal notices
- CSV vendor import and roster export
- Property and project tagging
7-day trial starts after secure checkout and payment method setup. Then $89/mo.
Pro
Unlimited active vendors
- Unlimited active vendors
- Everything in Growth
- Expanded capacity for large portfolios
- Property-specific certificate-holder and endorsement checks
7-day trial starts after secure checkout and payment method setup. Then $199/mo.
Your selected plan is carried into checkout. See the exact vendor limit and monthly price before you pay.
Built for people who track COIs
Whether you manage 5 vendors or 500, COI File adapts to your workflow.
Free templates & resources
Download our free COI tracking templates - no signup required for the email template.
COI Tracking Spreadsheet
Free Excel & Google Sheets template to track vendor insurance.
COI Requirements Checklist
What to check on every certificate of insurance.
Email Template
Copy-paste email template to request vendor COIs.
Want to learn more first? Read our complete COI tracking guide and certificate of insurance guide.
Looking for the best tool? Compare COI tracking software or check out free COI tracking options.
Browse all free templates, read the blog, or see our transparent pricing.
Learn COI tracking
Guides, best practices, and resources for property managers and contractors.
Pillar Guide
COI Tracking: The Complete Guide
How to collect, review, and manage vendor certificates of insurance, from first upload through renewal.
Read guide →Pillar Guide
Certificate of Insurance: What It Is & How to Read One
Everything about COIs, what they cover, how to read an ACORD 25 form, common requirements, and how to verify one.
Read guide →From the Blog
Best COI Management Software 2026
An honest comparison of COI File, myCOI, Jones, TrustLayer, and BCS, with pricing, features, and who each is best for.
Read comparison →Ready to stop tracking COIs in spreadsheets?
Join property managers and contractors who trust COI File for vendor insurance compliance.
Start Free →7-day trial after secure checkout and payment method setup • Cancel before renewal