STOP CHASING
CERTIFICATES.
TRACK WHAT MATTERS.
ZOQENA connects Certificates of Insurance with coverage requirements, gaps, expirations, renewal attention, correction activity, manager review, and re-evaluation.
COI Tracking Workspace
Illustrative Portfolio View
Selected COI Record
Hudson Mechanical Group
Riverside Commercial
Needs Review
General Liability coverage gap
Required
$2.0M
Available
$1.42M
Expiration
74 days
Next Action
Review the coverage gap and request corrected information if appropriate.
Requirement Comparison
A COI should answer more than “do we have the file?”
The useful question is whether the available insurance information satisfies the requirements that apply to the vendor relationship.
Try QuickCheckGeneral Liability
Requirement Result
Required
$2,000,000
Available
$1,500,000
Why this result?
Available General Liability coverage is below the organization-defined requirement.
COI Lifecycle
Receiving the certificate is only the beginning.
A useful COI workflow connects the document to requirements, expiration attention, vendor correction, review, and re-evaluation.
03 · Evaluated
Requirement comparison
Available information is compared with the requirements defined by the organization or project.
Required
$2.0M
Available
$1.5M
Expiration Tracking
See the renewal work before the expiration date arrives.
Filter approaching COI expirations by planning window so managers can focus on records that are becoming time-sensitive.
Open COI Expiration CalculatorExpiration Queue
Next 30 Days
Lone Star Plumbing Co.
North Loop Offices
Atlantic Service Partners
South Florida Portfolio
Free COI Tools
Don’t just read about the problem. Check it.
Requirement Check
COI QuickCheck
Compare available coverage information with a client's requirement.
Expiration Planning
COI Expiration Calculator
Check how many days remain before a Certificate of Insurance expires.
Renewal attention
Coverage Analysis
Coverage Gap Calculator
Calculate the difference between required coverage and available coverage.
Gap: $580K
Renewal & Correction
A new COI is a response.
The requirement still needs a decision.
Keep document renewal progress separate from compliance status so updated insurance does not become an approval before review and re-evaluation.
COI Workflow
Requirement Result
Next
Updated COI submitted ≠ requirement automatically meets.
COI Tracking Explained
Certificate of Insurance tracking questions.
COI Tracking Software
See the coverage.
See the expiration.
See what needs attention.
Bring Certificates of Insurance, organization-defined requirements, coverage gaps, expiration attention, correction, review, and re-evaluation into one workflow.
COI Attention
Illustrative product workflow — not customer data.