We Built CertTrack Lite for Agents Like Us

Insurance agencies and contractors know the problem: subcontractors email PDF certificates of insurance, someone files them in a folder, and six months later nobody can remember if the coverage is still active. Spreadsheets become outdated. Expired COIs expose you to liability. And enterprise AMS systems cost more than your entire tech budget.

We built CertTrack Lite to solve exactly this problem. Our AI-powered platform extracts certificate data from uploaded PDFs, maintains a live compliance dashboard, and sends automatic expiry alerts—so you stop chasing paperwork and start managing risk.

CertTrack Lite is for agencies and contractors who don't have time for enterprise software but can't afford to let coverage lapse. We keep it simple, affordable, and focused on the one thing you actually need: knowing whether your certificates are current.

The hard insurance market means stricter certificate requirements from carriers and project owners. That's more pressure on small agencies and contractors to prove coverage compliance—without adding staff. CertTrack Lite is our answer to that pressure.