Are you still chasing vendors for updated COIs?
Follow-up emails and calls take time away from managing your properties.
Automated COI tracking for property managers
Stop chasing vendors for insurance certificates.
Track COI expirations, send automated reminders, and see which vendors need attention across every property—from one clear dashboard.
No credit card required. Free plan available.
Vendor ManagementUpload PortalExpiring SoonAutomated Reminders
The daily COI burden
Does this sound familiar?
Have you discovered an expired COI too late?
Missing an expiration can create a compliance gap before anyone notices.
Can your spreadsheet follow up automatically?
A spreadsheet stores dates, but it cannot request documents or remind vendors for you.
How COI Guardian Works
From vendor onboarding to automatic compliance — in just a few simple steps.
Add Your Vendor
Add your vendor or contractor in less than a minute.
30 secUpload the COI
Upload the Certificate of Insurance or request it directly from the vendor.
1 minAutomatic Compliance Tracking
COI Guardian continuously monitors expiration dates and compliance status.
24/7Smart Email Reminders
Automatic reminders are sent before every insurance expiration.
AutomaticStay Protected
Keep every property compliant and eliminate manual spreadsheet tracking.
Always
Everything happens automatically, so you never miss a COI expiration again.
Start FreeEverything you were doing in a spreadsheet
Except it remembers the dates, sends the emails and keeps the paperwork.
One compliance dashboard
See at a glance who's valid, expiring, expired or missing a certificate — across every building you manage.
Reminders that chase for you
Automatic emails at 60, 30, 7 and 0 days, plus overdue follow-ups. Set your own timing in one click.
Vendor upload portal
Send a secure link. Your plumber uploads the new COI in a minute — no account, no password, no email chains.
Review and approve
Every certificate lands in a review queue with the policy details so you can approve or reject in seconds.
Property-level view
Instantly answer the question that matters: is anyone working at this building uninsured right now?
Custom requirements
Define required coverage types and minimum limits. Anything below the bar is flagged as non-compliant.
Controlled team collaboration
Keep everyone aligned on COI compliance
Give each teammate the right level of access while keeping sensitive administrative and billing controls protected. Team Management is available on Professional and Business.
Clear responsibilities
Assign Owner, Admin, and Member roles so every person understands what they can manage.
Protected control
Owner-only billing and role controls help prevent unauthorized administrative changes.
Built to scale
Work with up to 10 total seats on Professional or support an unlimited Team on Business.
Roles and responsibilities
- Owner
- Full Team control. Can invite Admins and Members, manage roles, remove users, and manage billing.
- Admin
- Can invite, resend, revoke, and remove Members. Cannot manage other Admins, the Owner, or billing.
- Member
- Read-only Team access. Cannot manage invitations, roles, members, or billing.
Team seats by plan
- Free
- Owner only
- Professional
- Up to 10 total seats
- Business
- Unlimited
Seat totals include the Owner, active members, and pending invitations.
No credit card required to start.
Simple, transparent pricing
Start free for 2 vendors. Upgrade when you need more power. No setup fees, no hidden charges.
Free
Try COI Guardian with real vendors, zero commitment.
Best for Solo landlords managing 1 property
$0/month
- Up to 2 vendors
- 1 property
- 1 user — Owner only
- Certificate upload & storage
- Status dashboard
- Basic email reminders
Professional
The plan most property managers start with.
Best for Small property managers & landlords
$29/month
- Up to 150 vendors
- Unlimited properties
- Team Management — up to 10 total seats
- Vendor upload portal (no login required)
- Custom reminder schedules
- CSV export
- Custom insurance requirements
- Document review & approval queue
Business
For teams that need automation and their brand on every email.
Best for Property management companies
$69/month
- Unlimited vendors & properties
- Team Management — unlimited seats
- Everything in Professional
- AI/OCR certificate reading
- Automatic data extraction
- Automatic compliance checking
- Advanced reporting
- Company logo & branded emails
Team Management is available on Professional and Business. Seat totals include the Owner, active members, and pending invitations.
14-day free trial
Professional and Business are free for 14 days. No credit card required to start.
Cancel anytime
No annual contracts. Change your plan or cancel whenever you want. Your data stays yours.
Frequently Asked Questions
Everything you need to know before getting started with COI Guardian.
Protect Every Property. Automatically.
Replace spreadsheets with automated COI tracking, smart reminders and a centralized compliance dashboard. Spend less time chasing vendors and more time managing your properties.
Secure Cloud PlatformSetup in Under 5 MinutesAutomated Vendor Reminders
Start FreeNo credit card required. Free plan available.