Free COI tracking spreadsheet
A certificate-of-insurance tracker you can use today — real formulas, not an empty grid. No email address required, no gate: just the file.
- One row per policy, with dropdowns for policy type and endorsements
- Working formulas: days-until-expiry and an automatic EXPIRED / RENEW SOON / OK status
- Traffic-light rows — expired certificates turn red on their own
- Columns for additional-insured and waiver-of-subrogation, matched to what your contracts ask
- A worked example row and a plain-English how-to sheet
Works in Excel, Google Sheets and Numbers. Free, no signup.
An honest note
This sheet genuinely works — up to roughly a dozen policies. Past that, the weekly re-check gets skipped, a renewal slips, and you find out from your client instead of your tracker. That failure mode is what CompliCloud replaces: subs upload their COIs through a no-login link, expiries are watched automatically, and one live share link proves compliance to anyone who asks. Free for 7 days, no card.
When the spreadsheet stops scaling, the upgrade takes an afternoon
CompliCloud stores your documents and emails you before anything expires. Free to try for 7 days, no card needed.
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