Certificate of insurance tracking software
Keep every certificate current without a spreadsheet.
Checkmate brings certificate requests, document review, decisions, and renewals into one record for every subcontractor, vendor, and tenant.
Get Started Free- Secure upload links with no submitter account
- Requirement-by-requirement findings for human review
- Expiration reminders and renewal history
Quick answer
COI tracking software collects certificates of insurance, compares them with the requirements for a specific project or building, records the review decision, and follows each policy through expiration and renewal. Checkmate also keeps the supporting endorsements and other compliance documents with that record.
Replace the spreadsheet, not the reviewer
A spreadsheet can record an expiration date. It cannot show which requirement a document supports, whether an endorsement was attached, or why someone approved an exception.
Checkmate keeps the requirement, submitted evidence, automated finding, and human decision together. Your team can see what is ready, what needs a closer check, and what to request next.
Follow the complete certificate lifecycle
The workflow starts with the rules for a project, building, contract, or lease. It continues through collection, review, approval, expiration, and the replacement submission.
- Set reusable insurance requirements
- Invite many companies at once
- Read certificate fields and attached endorsements
- Approve or ask for specific changes
- Follow up before and after expiration
- Reuse approved evidence when it still meets a new request
Use the same process beyond COIs
Insurance is often only one part of a third-party compliance file. Checkmate can request W-9s, licenses, bonds, experience modification rate letters, and OSHA 300A summaries alongside the certificate.
Each document keeps its own requirement and review result while the project or building retains one current status view.
Primary sources
Frequently asked questions
What does COI tracking software do?
It organizes certificate requests, policy details, compliance checks, decisions, expiration dates, reminders, and renewal documents by company and requirement.
Do vendors need a Checkmate account?
No. A vendor, subcontractor, or tenant can upload through a secure link scoped to its request.
Does software make the final compliance decision?
No. Checkmate presents findings and supporting evidence. An authorized person approves the submission or asks for changes.