Create Free Renewal Checklist
COI & insurance document tracking

COI tracking without spreadsheets

Track certificates of insurance, expiration dates, vendor insurance documents, renewal reminders, and missing records in one simple dashboard.

Create Free Renewal Checklist See How It Works
No credit card to start Track by vendor, location, or project Reminders before documents expire

Made for

Property managersEvent organizersContractorsVendorsMulti-location businessesOperations teams
The problem

COIs get messy when every vendor and project has a different expiration date

Most teams track insurance certificates across email, PDFs, spreadsheets, shared drives, and calendar reminders. It works — until a document expires quietly or gets lost.

  • COIs expire on different dates
  • Vendors send updated PDFs by email
  • Missing certificates are hard to see
  • Requirements differ by contract, location, or project
  • Teams do not always know who owns follow-up
  • Expired documents are often noticed too late
Before · scattered everywhere
Email
Spreadsheet
PDF
Drive folder
Calendar
After · one COI tracking dashboard

Every certificate, expiration date, reminder, and responsible person in one place.

Free tool

Start with a free COI tracking checklist

Create a starter checklist for insurance certificates, vendor documents, renewal dates, and reminders your business may want to track.

General liability certificate Varies
Workers comp certificate Varies
Auto liability certificate Varies
Umbrella / excess liability Varies
Vendor agreement insurance req. Varies

Checklist is for internal tracking only. Always verify insurance requirements and coverage details with the appropriate professional, contract owner, or issuing party.

How it works

From scattered COIs to one organized dashboard

STEP 1

Add vendors, contractors, or projects

Create records for each person, company, location, or project you need documents for.

STEP 2

Upload insurance certificates

Store PDFs, images, certificate details, expiration dates, notes, and responsible people.

STEP 3

Get reminders before expiration

See what is expired, due soon, missing, or active before it becomes a problem.

What you can track

Track the insurance documents your business depends on

Certificates of insurance

Store COIs with expiration dates, vendor details, and notes.

General liability insurance

Track liability certificates and renewal deadlines.

Workers comp certificates

Keep workers comp documents organized by vendor or contractor.

Auto liability certificates

Track auto-related insurance records and expiration dates.

Umbrella / excess liability

Store excess coverage certificates and renewal notes.

Vendor documents

Track contractor, vendor, and partner document status.

Contract requirements

Add notes about required limits, coverage types, or document rules.

Missing documents

Flag records that need an updated upload or expiration date.

Renewal reminders

Send reminders before insurance certificates expire.

Custom documents

Track any recurring insurance or vendor document.

Your dashboard

Know which COIs are expired, due soon, missing, or active

See insurance document status by vendor, location, project, category, and responsible person.

ABC Plumbing 3 documents
general_liability_2026.pdf Expires 06/30/26 Due Soon
workers_comp_2026.pdf Expires 11/02/26 Active
auto_liability — not uploaded No file on record Missing
Upcoming reminders
9 days ago Metro Electric · auto liability expired
In 18 days ABC Plumbing · liability renewal due
In 221 days GreenBuild · certificate active
  • COI expiration tracking
  • Vendor document records
  • File uploads
  • Responsible person assignment
  • Renewal reminders
  • Missing document tracking
  • CSV import / export
  • Renewal status report
  • Monthly summary
Use cases

Built for teams that need insurance documents organized

Property managers

Track vendor COIs, contractor documents, insurance certificates, and expiration dates.

Event organizers

Collect and track vendor insurance documents before events.

Contractors & trades

Track subcontractor insurance certificates and renewal dates.

Multi-location businesses

Track insurance records across locations, offices, or facilities.

Small operations teams

Keep vendor insurance documents out of email folders and spreadsheets.

Pricing

Simple tracking for COIs, renewals, documents & reminders

Free
$0

Try it before you commit.

  • Free checklist
  • Basic spreadsheet export
  • 1-location sample dashboard
Create Free Checklist
Starter
$9 /month

For one location.

  • Track licenses and documents
  • Upload files
  • Email reminders
  • Renewal dashboard
Start Tracking
Growth
$19 /month

For up to 5 locations.

  • Everything in Starter
  • Multi-location dashboard
  • CSV import / export
  • Monthly renewal report
  • Team assignment
Start Tracking
Multi-Location
$49 /month

For up to 20 locations.

  • More locations & documents
  • Manager-ready reports
  • Priority support
Start Tracking

Founding customer pricing for early users. Plans may change later.

Why it stays simple

Built to organize insurance documents, not replace insurance review

  • No complicated vendor portal required
  • Upload PDFs or phone photos
  • Import from spreadsheets
  • Track by vendor, project, or location
  • Cancel anytime
  • For small businesses, not enterprise teams
Important

RenewalLog helps you organize insurance documents, expiration dates, reminders, and internal status. It does not verify coverage, issue certificates, provide legal advice, or guarantee compliance. Always review insurance requirements with the appropriate professional, agency, or contract owner.

FAQ

Questions, answered plainly

Is RenewalLog insurance verification software?
No. RenewalLog helps organize COIs, documents, expiration dates, reminders, and status. It does not verify coverage or replace insurance review.
Can I upload COI PDFs?
Yes. You can upload PDFs, images, or phone photos and attach them to vendors, locations, or projects.
Can I track vendors and contractors?
Yes. You can track insurance documents by vendor, contractor, location, project, or custom category.
Does RenewalLog request COIs from vendors automatically?
For now, RenewalLog focuses on tracking, uploads, status, and reminders. Vendor request workflows can be added later.
Can I import an existing spreadsheet?
Yes. CSV import is supported, so you can bring over the vendors and dates you already track.
Can I track more than insurance certificates?
Yes. RenewalLog can also track permits, licenses, inspections, certifications, contracts, and other recurring renewals.

Stop letting insurance certificates expire in your inbox

Create a free COI tracking checklist and see the insurance documents your business may want to track by vendor, location, or project.

Create Free Renewal Checklist See How It Works
Create Free Renewal Checklist