COI tracking software for GCs outgrowing spreadsheets.

Why spreadsheets break down

A COI tracker usually starts as a spreadsheet because it is fast. The problem is that certificates arrive by email, agents send revisions, expiration dates change, and project teams need a simple cleared/not-cleared answer. Once the tracker is stale, everyone goes back to searching inboxes.

What a useful COI tracker should include

• Subcontractor and project assignment
• General liability, workers' comp, and auto certificate status
• Expiration dates and expiring-soon flags
• Insurance agent contact details
• Missing document and AP hold reports
• Reviewer notes for anything that needs human confirmation

Start with a free audit

Before asking you to migrate anything, ClearSub starts with a free COI expiration audit. Send your current tracker and sample COIs. We return a report of missing, expired, and expiring-soon documents.