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"Our organization has used [COI Track] for about a year. Before we used the program we had just listed our Subcontractors on an Excel spreadsheet with the date their liability insurance expired. We didn't usually track how much the insurance was for, which we now can easily track online. A great feature is that it automatically e-mails you and lets you know which Vendors/Subcontractors have expired, or soon to expire, certificates.

[Succeed] has excellent customer service. If you are even considering a program to track liability insurance, this organization is the best choice. Whenever I have a question or concern, it is always answered quickly and efficiently. I have absolutely no regrets or complaints about using their service."
Katrina Englehart
Stellar J Construction

COI Track

An Ounce Of Prevention Is Worth Thousands In Unintended Liability

Track Your Insurance Certificates Automatically With COI Track Software
Certificate of Insurance (COI) tracking software helps keep track of vendors, contractors, and supplier certificates of insurance whether there are one or 100,000. The entire database is stored online in an easy-access format allowing users to view it from virtually any workstation with access to the web.

The tool is a simple and efficient system, yet has features sophisticated enough for the most complex projects.

Get Alerts Before There's A Problem
Utilize the internal survey tool to create custom questionnaires to determine whether contractors/vendors have proper controls in place, and to assure they have the insurance and limits you require before you hire them. The system even alerts you by email when a certificate in the system expires.

Avoid costly insurance exposures or compliance penalties by generating reports for each of your contractors/vendors and their corresponding certificates of insurance to satisfy all of your audit requirements.

Saves You Time
With COI Track, you can automate administrative tasks to save hours of repetitious work and protect your company from potentially huge liabilities. We can also manage the process for you! Set-up is quick and easy. Simply add data from the certificate issued by the insurance agent into the corresponding fields in the system. Don't pay for another company's accidents. Avoid costly losses by making sure all your vendors and contractors carry proper levels of insurance. COI Track does the work for you.

Benefits At A Glance