COI Tracking Software That Remembers Your Renewals for You
Upload your certificates of insurance and licenses once, and CompliCloud tracks every expiration, alerts you before anything lapses, and hands clients a clean proof link — no login required.
Free for 7 days. No card needed.
Right now your COIs and licenses are scattered across email, a folder in the truck, and a renewal date you're mostly sure about. Then a client asks for current proof and you're scrambling — or a policy quietly lapses and nobody notices until it matters. Keeping it all in your head stops working the moment you have more than a handful of documents.
Alerts long before the deadline
CompliCloud emails you at 90, 60, 30, and 7 days before any certificate or license expires on the paid plans (the trial alerts 30 days ahead), so renewals happen on your schedule instead of in a last-minute scramble.
One link proves you're covered
Share a clean, read-only link with clients, general contractors, or auditors. They see exactly which of your documents are current — no login, no PDF hunt, no back-and-forth.
Every document in one dashboard
COIs, business licenses, trade certifications, and more, all in one place — sorted by what's current and what's coming up for renewal, so nothing hides in an inbox.
Start free, no card
Try it free for 7 days with no credit card — set up your documents and see the reminders work. Move up to Pro at $19/mo or Business at $49/mo when it earns its keep.
Add it from the job site
Snap a photo of a new certificate with the free CompliCloud iPhone app, or manage everything from your laptop. Your documents stay in sync either way.
Not just COIs
Business licenses, trade certifications, safety cards, endorsements — if it has a renewal date and a client might ask for it, CompliCloud keeps it current and easy to find.
How it compares
The sweet spot between a spreadsheet and a $300-a-month platform.
Everything you need to stay compliant — without the busywork of one or the price tag of the other.
A spreadsheet
compliance_tracker_FINAL_v3.xlsx$0 plus hours of your time
- All manual — you type in every document, date and renewal yourself, forever.
- No reminders. You have to remember every expiry date, or find out on the job.
- No mobile app, no share links, no subcontractor tracking.
Big compliance tools
Talk to sales first$150–$300+ per month
- Reminders, live sharing, subcontractor tracking — genuinely all in there.
- A sales call to even start. Demo only — nothing to try for free.
- No mobile app for the job site.
CompliCloud
The sweet spot$0–$59 per month
General liability insurance
Reminder sent automatically, 30 days ahead
Workers’ comp certificate
Valid until Jan 22, 2027
OSHA 30 site safety card
Valid until Nov 8, 2026
Summit Drywall
Subcontractor COI · lapse alerts on Business
Your Company LLC
All documents current- Set up yourself in minutes — free to start, no card, no sales call.
- iPhone app on the App Store, for the days you’re on-site.
- One live link proves your status — clients and auditors never need an account.
Example data — the same status chips the real dashboard uses.
Free to start like the spreadsheet, automatic like the big tools — and nobody books a call. That’s the sweet spot.
Pricing’s right below. No demo call needed to see it.
Simple pricing.
Try it free for 7 days — no card. Cancel paid plans anytime.
Free trial
$0 for 7 days
no card needed
- 3 documents
- Expiration alerts, 30 days ahead
- 1 active share link
- Works on phone and desktop
Pro
Most popular$19 per month
billed $228 a year
- Unlimited documents
- Custom reminders: 90, 60, 30 and 7 days
- Unlimited share links
- Up to 3 extra alert recipients
- Priority support — replies within 1 business day
Business
$49 per month
billed $588 a year
- Everything in Pro
- Track your subcontractors' COIs
- No-login upload links for subcontractors
- Automatic alerts when a subcontractor lapses
- Up to 10 extra alert recipients
- One dashboard for your whole crew
Questions
What is COI tracking software?
It's a tool that stores your certificates of insurance and other compliance documents in one place and watches their expiration dates for you. Instead of tracking renewals in a spreadsheet or from memory, CompliCloud sends alerts before anything lapses and lets you share proof with a single link.
Does it track licenses and certifications too, or just COIs?
Both. You can store COIs, business licenses, trade certifications, safety cards, and any other document with a renewal date. Everything you upload gets the same expiry alerts and can be included in a share link.
How do the share links work?
You generate a read-only link and send it to a client, general contractor, or auditor. They open it in a browser and see which of your documents are current — no account or login needed on their end. You control what's shared and can turn a link off anytime.
Is there a free trial?
Yes — 7 days free with up to 3 documents, and no credit card. Pro starts at $19/mo and Business at $49/mo when you need more documents or subcontractor COI tracking.
Do I need to install anything?
No. CompliCloud runs in your web browser, so you can start on your laptop in minutes. There's also a free iPhone app if you'd rather add and check documents right from the job site.