AI-powered platform that helps insurance carriers automate certificate of insurance review, manage ongoing contractor compliance, and reduce renewal risk.
Carriers upload COIs on contractor behalf
Extract and validate coverage data
Pass/fail with remediation steps
Automated reminders and renewal tracking
Designed specifically for carrier compliance, underwriting, and operations teams managing contractor risk across portfolios, programs, and regions.
Programs requiring ongoing contractor insurance verification and compliance monitoring.
Subcontractor insurance programs managing thousands of certificates at scale.
Environments processing thousands of COIs requiring consistent enforcement.
Carrier-managed compliance workflows requiring audit-ready documentation.
Carrier teams spend countless hours reviewing certificates, chasing contractors for corrections, and managing compliance across spreadsheets, inboxes, and PDFs.
Manual review creates backlogs, delays projects, and frustrates stakeholders
Requirements applied differently across reviewers and time periods
Missing documentation creates liability exposure and audit failures
COI Trackr replaces manual COI review with automated evaluation and centralized compliance management, while keeping carriers fully in control.
Carriers define compliance rules once. The platform enforces them automatically across your entire contractor portfolio 24/7, without human error.
A streamlined workflow from certificate submission to continuous compliance.
Bulk upload or API integration to ingest COIs on behalf of contractors.
OCR + AI evaluates coverage, limits, endorsements, and policy wording.
Pass/fail outcomes with exact remediation steps for non-compliant certificates.
Contractors access the portal to upload supporting documents like licenses and permits.
Compliance gaps are a hidden cause of churn and missed renewals. COI Trackr transforms compliance from a reactive task into a revenue safeguard.
Never miss a policy expiration date again
Flag upcoming lapses before they become problems
Maintain contractor compliance around the clock
End last-minute renewal scrambles
Not a generic compliance tool. A platform engineered specifically for insurance carrier workflows and requirements.
Custom compliance rules tailored to your requirements, not generic templates.
Fully isolated carrier environments with dedicated data separation.
Carrier-controlled branding, domains, and communication workflows.
Complete compliance documentation trail for regulatory requirements.
Handle large contractor portfolios effortlessly with no performance degradation.
SOC 2 compliant infrastructure with enterprise-grade data protection.
COI Trackr is a white-label platform that carriers can operate under their own brand, domain, and workflows. Shared engine. Fully isolated environments.
Compliance Rules
Define your requirements
Access Control
Manage contractor access
Workflows
Custom review processes
Branding
Your logo, colors, domain
Shared engine. Fully isolated environments.
COI Trackr is onboarding a limited number of carrier design partners to shape the future of automated compliance management.
Priority access to platform features, updates, and new capabilities before general release.
Shape compliance workflows, feature roadmap, and platform direction with direct input.
Discounted license pricing locked for two years with preferential contract terms.
This program is intentionally limited. Apply to join the founding cohort.
Apply NowSee how COI Trackr can automate your compliance operations and protect your renewal revenue.