Managing vendor certificates of insurance manually in spreadsheets leads to lapses and risk exposure.

Existing tools like myCOI and Jones may not offer easy CSV import, limited free tiers, or adequate notification flexibility, causing users to fall back to spreadsheets.

Severity

4High

Willingness to Pay

explicit

Added

Apr 23, 2026

Workarounds Described

tracking vendor COIs in Excel
finding out a cert lapsed after something went wrong

Implied Software Gaps

Automated COI expiration tracking with reminders
Bulk vendor import from existing spreadsheet

App Concept

COITracker Pro

COITracker Pro is a simple, affordable platform that eliminates spreadsheet tracking for vendor insurance certificates. It automatically reads expiry dates from uploaded COIs and sends reminders. With CSV import for bulk vendor onboarding and free tier for small ops, it replaces manual tracking without complexity.

Key Features

Auto-extract expiry dates from uploaded COI documents
Automated email reminders to vendors and you at 30/14/7 days before lapse
CSV import for bulk vendor list onboarding
Dashboard showing compliance status across all vendors

Target Users: Small to mid-size business owners and office managers in general business services managing 40-200 vendors.

Revenue Model: Freemium: free for up to 5 vendors, $9/mo for 50 vendors, $19/mo for 200 vendors

Existing Solutions Mentioned

ExcelmyCOIjones

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