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Features

Everything you need in COI Shield

Certificate of Insurance tracker for vendors and subcontractors. Monitor expirations, match requirements, and export compliance summaries.

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Navigate COI Shield

Move between the main app page, support, features, and legal pages without backing out to the main directory.

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Vendor certificate tracking

Store certificates by vendor and project with expiration timelines.

Requirement matching

Compare submitted limits and endorsements against configured requirements.

Expiration reminders

Schedule reminders at configurable windows before lapse dates.

Compliance flagging

Identify missing coverage, low limits, or expired records quickly.

Renewal workflow

Track renewal requests and response status by vendor.

Offline-first operation

Review and update compliance records from field sites without backend dependency.

How it works

Set requirements

Create global or project-specific coverage standards.

Add certificates

Capture vendor certificate data and key limits.

Monitor and export

Track flags, reminders, and export compliance summaries.