For property managers and contractors with 10–100 vendors

Every expired vendor COI, found in 48 hours

Send us your vendor list and certificate folder. We find every expired, missing, and mismatched record, write every chase email for you, and hand back a 15-minute action plan. No software to learn. No per-vendor contracts.

Get your audit
Every finding source-linked 48-hour turnaround Flat price, no minimums You stay the sender
Cover page of a COI Desk diagnostic report showing 29 of 50 vendor files needing action
8expired right now
28emails written for you
41%
of businesses have lost money to expired or inaccurate COIs*
13 hrs/week
what teams report spending on certificate chasing*
1 claim
from an uninsured vendor can cost more than a decade of tracking

How it works

You forward a folder. We do the rest.

Built for the file nobody has time to clean up – before an owner report, an insurance audit, a property takeover, or the renewal scramble. Click a step to see what you'd actually get.

1

Send us your folder ~10 min of your time

A vendor list and your certificate folder – PDFs, scans, or a tracker export. Messy is fine; messy is the point.

2

We audit every record Done in 48 hours

Every certificate read, dated, and matched against your vendor list. Expired, missing, duplicate, and mismatched records flagged with the source for each finding.

3

You get the action plan 15 min to act on it

A ranked report, a renewal calendar, a clean tracker, and every chase email pre-written – you just hit send from your own inbox.

Vendor COIs – 2026 47 files
Northline_HVAC_COI_2026.pdf pdf
BlueGate_scan_old.pdf scan
cert_final_FINAL(2).pdf pdf
vendor_tracker_v3.xlsx xlsx
…and whatever else is in there any
Report page: fix-first table of expired and missing certificates, sorted by days overdue
Report page: ready-to-send chase emails, fully written
Sample COI Desk diagnostic report cover page

The deliverable

A report your owners could read

No jargon, no raw spreadsheets dumped in your lap. The packet opens with the verdict and ends with everything already done.

  • One-page scorecard – exactly how many files need action, and why
  • Fix-first list sorted by how long each gap has been open
  • Every chase email delivered as a ready-to-open draft – just press send
  • Renewal calendar that drops straight into Outlook or Google, plus a clean tracker
  • A 15-minute action plan on page one – nothing left to figure out

Pricing

Flat price. No subscriptions required. No minimums.

Enterprise COI platforms want $200–800 a month and a 200-certificate minimum – and you still do the chasing. We built this for everyone below that line.

40 vendors → Full audit · $139 one-time

Mini audit

Up to 25 vendors · one portfolio

$49$89Sale

One-time · 48-hour delivery

  • Full audit report + scorecard
  • Every chase email written
  • Clean tracker + renewal calendar
  • Free if your file is spotless
Start your mini audit
Most portfolios

Full audit

Up to 100 vendors · multi-property

$139$249Sale

One-time · priority 48-hour delivery

  • Everything in the mini audit
  • Per-property breakdown
  • Duplicate & mismatch resolution queue
  • Free if your file is spotless
Start your full audit

Monthly watch

After your audit · keeps it clean

$59/month$79Sale

Up to 100 vendors · cancel anytime

  • Weekly one-page expirables queue
  • Chase emails drafted as dates approach
  • Tracker updated as certificates arrive
  • Quarterly re-audit included
Add after your audit

Sale pricing while audit slots last each month. If your file turns out spotless – every certificate current and matched – the audit is free. Portfolios over 100 vendors get a flat written quote.

Compare

The honest comparison

Every option works at some scale. This is what each one actually costs a 50-vendor portfolio.

COI DeskCOI softwareFull-service platformsSpreadsheet
Cost at 50 vendors$139 one-time, $59/mo optional$750–2,000/yr$7,500–10,000/yr minimums"Free" + staff hours
SetupSend a folder – doneDays to weeksUp to 6–8 week onboardingYou build it
Who chases vendorsEmails written for youYou doThey doYou do
One-time cleanup optionYes – from $49No, subscriptionNo, subscription–
Annual minimumsNoneSometimes$7,500+None

Based on published vendor pricing and vendor-stated onboarding timelines, June 2026.

FAQ

Fair questions

Is this insurance advice?

No. We organize records and draft reminders. We don't interpret coverage, approve or reject vendors, edit certificates, or judge whether coverage is adequate – that stays with you and your insurance professionals. Every report states exactly what was checked and what wasn't.

Who contacts my vendors?

You do – every chase email is written for you, but it sends from your inbox so vendors hear from a name they know. Nothing is ever sent on your behalf without your written approval.

How are my files handled?

Files are exchanged through an agreed channel, processed with sensitive fields redacted, never used to train anything, and deleted on request with written confirmation. The data terms come in plain English with your scope sheet before you send a single document.

Why not just use COI software?

If you have hundreds of certificates and staff to run it, software is great. Below that, platforms typically run $200–800 a month, some with 200-certificate minimums – and you still do the setup and chasing. We're the done-for-you option sized for 10–100 vendors.

What do you need from me?

About ten minutes: a vendor list (any format) and your certificate folder or tracker export. If you can forward an email attachment, you can start an audit.

More than 100 vendors?

We quote portfolios above 100 vendors flat, in writing, before you commit – usually within a few hours of seeing the vendor count.

Find out what's expired before someone else does

48-hour turnaround. Free if your file is already perfect.