Certificates of insurance — not website certs

Tracking COI made easy

Forward the cert. We pull the dates and remind you before it lapses.

COIinbox is for office managers at general contractors and property-management shops. Vendors email or upload an ACORD 25 PDF. You see the list. They get a chase email. No vendor login.

Request access

Shop · $79/mo. Payment link sent after you request access.

Who it is for

The person who already lives in a shared inbox and a spreadsheet of expiry dates. Not an enterprise risk platform. Not a broker.

GC office managers

Subs keep sending PDFs. You need the dates on a wall before someone shows up on site with a lapsed cert.

Property-manager offices

Vendors, contractors, and service techs. Same job: current certificates on file, reminders before they go stale.

Not for vendors

Vendors do not create accounts. They email or upload a PDF. If a date is coming due, they get a chase. That is all.

What you get

We read the certificate you sent and put the fields on a list. We track dates. We do not decide if anyone is insured or if the limits are enough.

  • Named insured Who the policy is issued to
  • Carrier The insurer named on the form
  • Policy number As printed on the ACORD 25
  • Coverages GL, Auto, WC, Umbrella — whatever is on the page
  • Limits The dollar figures next to those coverages
  • Dates Effective and expiry. This is what we chase.

How it works

Email or upload. We extract. You watch the list. Vendors get reminded. If they ignore two chases, we escalate to you.

1. Vendor sends an ACORD 25

They email the PDF or you upload it. Insurance certificates of insurance only. We do not handle TLS or website certificates.

2. You see the list

Named insured, carrier, policy number, coverages, limits, dates. The buyer account sees every row. The vendor does not get a login.

3. Reminders, then escalate

30 days, 14 days, and 7 days before expiry, then expired. If a vendor ignores two chases, we escalate to the buyer.

Shop

$79/mo

One plan for the office that already chases certs by hand.

What $79/mo covers

Email or upload intake, the extracted list, and the reminder cadence. Checkout is not on this page — we will send the payment link after you request access. There is no self-serve button here that goes nowhere.

  • ACORD 25 PDF by email or upload
  • Buyer list of insured, carrier, policy #, coverages, limits, dates
  • Vendor chase at 30 / 14 / 7 days, then expired
  • Escalate to the buyer after two ignored chases
  • No vendor accounts

We track the dates on the certificate you sent. We do not say whether anyone is insured or whether coverage is enough.

Request access

Tell us who you are and we will follow up with the Shop payment link. If the form does not load, use the link under it.

Office details

GC or property-manager office. We will not ask your vendors to sign up.

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