COI Tracking That Pays for Itself
Stop chasing COIs in spreadsheets. CertTrack Lite automatically extracts certificate data and alerts you before coverage expires—no data entry required.
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PDF Upload, Zero Data Entry
Upload any certificate of insurance PDF and our AI extracts the key fields—insurer, policy number, limits, expiry date—automatically. No manual typing. No copy-paste errors. One upload per certificate keeps your entire roster current.
Expiry Timeline Dashboard
See every certificate in your portfolio on a single timeline. Spot upcoming expirations at a glance. Sort by agent, vendor, or coverage type. Know where you stand in seconds, not after an hour digging through email folders.
Automated Expiry Alerts
Receive automatic reminders at 30, 15, and 5 days before a certificate expires. Choose email, SMS, or both. No more expired COIs slipping through because someone forgot to check the spreadsheet.
Built for Small Teams
Designed for agencies with 1-10 agents and contractors managing subcontractor coverage. No enterprise software required. No lengthy onboarding. Start tracking certificates the same day you sign up.
Why Existing Options Fall Short
Built for large agencies with dedicated IT support and budgets. Pricing starts at hundreds per month, onboarding takes weeks, and COI tracking is just one module buried in features you don't need. Small shops cannot justify the cost or complexity.
These platforms were designed to run all aspects of a small independent agency. COI tracking is a secondary feature, not a focused solution. You pay for the full platform even if you only need certificate compliance. Setup and learning curves are significant.
The approach most small agencies use today—and the approach that consistently fails. Certificates expire. Updates get missed. Nobody has a clear view of portfolio status. It's free, but the liability exposure is not.