Vendor & Subcontractor COI Tracker
Download the free Vendor & Subcontractor COI Tracker spreadsheet and keep every certificate of insurance, additional insured endorsement, and minimum-limit requirement visible across your entire vendor portfolio.
Vendor & Subcontractor COI Tracker
Microsoft Excel (.xlsx) — Free
Track every COI by vendor and coverage type (General Liability, Workers Comp, Auto, Umbrella, Professional). Includes minimum-limit checking, Additional Insured tracking, Waiver of Subrogation flagging, and a compliance dashboard. No sign-up required.
Free Template DownloadWhat's Inside the Spreadsheet
Three pre-built sheets that give risk, AP, and construction teams a full compliance view of every vendor and subcontractor COI on file.
Vendor COI Tracker Sheet
21 columns: vendor, vendor ID, vendor type, trade, contact info, coverage type (one row per policy), carrier, policy number, coverage limit, per-occurrence, effective/expiry dates, status, additional insured, waiver of subrogation, required minimum, meets minimum (auto), notes.
Compliance Dashboard
COI health KPIs, unique vendor count, compliance issue tile (below-minimum, missing AI endorsement, missing waiver, expired sub COIs). Breakdowns by coverage type and vendor type. Overall compliance score across the whole portfolio.
Dropdown Lookup Lists
Editable dropdowns for vendor types, 10 coverage types (GL, WC, Auto, Umbrella, Professional, Pollution, Cyber, etc.), 14 common trades (Plumbing, Electrical, HVAC, Roofing, Concrete, etc.), and Yes/No flags.
Built for Risk, AP & Construction Teams
One expired subcontractor COI on an active job site can void your insurance coverage, trigger a stop-work order, or land you in court. This spreadsheet keeps every COI, every coverage type, and every compliance flag in one place — so the next audit is a click, not a fire drill.
- General contractors tracking subcontractor compliance across active job sites
- Property managers requiring vendor COIs for cleaning, security, and maintenance crews
- Risk & compliance officers preparing for insurance audits
- AP teams gating vendor onboarding and payment approval on valid COI
- Procurement teams enforcing minimum-coverage requirements across suppliers
Automate Vendor COI Renewal Requests
Spreadsheets work — until you have 100+ vendors, each with 2–4 coverage types, and an inbox full of certificate PDFs to chase. Remindax automates email, SMS, and WhatsApp reminders to vendors before every COI expires, stores certificates in one place, and flags any policy below your required minimums.
- Automated COI renewal reminders sent direct to vendors
- Upload COI PDFs & let AI extract expiry dates & limits
- Audit-ready compliance reports for every vendor
- Forever Free plan — no credit card required
Stop losing track of
critical deadlines.
Join 30,000+ businesses that use Remindax to automate expiry tracking, compliance, and renewal reminders — so nothing slips through the cracks.