Tracking vendor certificates of insurance manually in a spreadsheet is time-consuming and error-prone, with no easy way to automate chasing vendors for updates.
Existing options either require vendors to use a portal (which they avoid by texting photos) or rely on manual data entry into spreadsheets; there's no solution that automates the chasing process while accepting casual submissions like photos.
Workarounds Described
- Uses a spreadsheet with many columns to manually track COI details
- Vendor texts a photo of the certificate instead of using a portal, requiring manual data entry
Implied Software Gaps
- Software that can extract COI data from a photo and automatically populate a tracking system
- Automated chasing system that sends reminders via text/email without vendor portal login
COI Tracker Pro
COI Tracker Pro streamlines vendor insurance compliance by extracting data from uploaded certificates (including photos), tracking key requirements like additional insured and waiver of subrogation, and automating renewal reminders via email and text. It eliminates manual data entry and keeps a full history of certificates for audit purposes.
- Automated extraction of COI data from PDFs and photos using OCR
- Automated reminder emails/texts to vendors at set intervals before expiry
- Real-time status dashboard flagging missing requirements like additional insured
- Vendor database with ability to bulk import and track by trade
Existing Solutions Mentioned
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