TRACK EVERY
CERTIFICATE.
STAY AHEAD.
Keep Certificate of Insurance information, requirements, expiration dates, replacement activity, and attention states in one organized workflow.
Certificate Record
Illustrative COI View
Hudson Mechanical Group
Riverside Commercial
Named insured
Hudson Mechanical Group
General Liability
$1,500,000
Auto Liability
$1,000,000
Additional Insured
Not confirmed
Expiration
Sep 18
General Liability is below the applicable requirement and Additional Insured was not confirmed.
What to Monitor
Check the certificate in context.
A COI becomes useful when the information on it is considered against the requirements that apply to the vendor relationship.
Coverage
Does the available limit meet the requirement?
Required
$2.0M
Available
$1.5M
Certificate Lifecycle
Follow the certificate through renewal.
Receiving a certificate is one stage. Expiration, replacement, review, and re-evaluation are part of the same workflow.
04 · Expiring
Expiration needs attention
As the expiration date approaches, the record can be surfaced for renewal attention.
Time Remaining
18 days
Expiration Planning
See renewal attention early.
Expiration tracking gives teams time to review approaching dates and request updated documentation before the current certificate runs out.
COI Expiration CalculatorLone Star Plumbing Co.
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Requirement Context
One certificate. Different results.
The same certificate information can satisfy one project’s requirements and still need attention under another requirement set.
Try QuickCheckHudson Mechanical Group
Available General Liability · $1.5M
Service Contract — Midtown
$1M required
Riverside Commercial
$2M required
Capital Improvement Program
$2M + Additional Insured
Certificate Tracking Explained
Common questions.
Certificate Tracking
Keep certificates and renewal attention visible.
Track certificate information, requirements, expiration dates, replacement activity, and re-evaluation in one workflow.