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ease
features
design
support

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Description

C2COI is an intuitive, cloud-based system designed for the management and tracking of certificates of insurance. With this tool, you can effectively oversee your COIs, ensuring that insurance coverage remains uninterrupted for all involved professionals. The dashboard provides a comprehensive overview of crucial COI data related to your business partners, making it easy to view at a single glance. You can efficiently search for partner policies based on either the date or the type of policy and obtain a detailed list of all certificates along with their expiration dates. This system keeps you prepared for audits at all times. C2COI diligently monitors the policies of your partners and alerts both you and them as expiration dates approach. Serving a variety of sectors—including contractors, property managers, insurance agents, and compliance managers—C2COI streamlines the management and tracking of insurance certificates. By automating this process, you can significantly reduce both time and financial expenditures, benefiting staff and management, particularly during the annual policy audit period. Ultimately, the adoption of C2COI not only enhances efficiency but also fosters stronger partnerships through enhanced communication regarding insurance status.

Description

TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.

API Access

Has API

API Access

Has API

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$150/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

C2COI

Founded

2018

Country

United States

Website

c2coi.com

Vendor Details

Company Name

TradeGuard

Founded

2026

Country

United States

Website

trade-guard.pro

Alternatives

Alternatives

No Alternatives