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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Collecting, verifying, and reporting on Certificates of Insurance (COIs) may not be the most thrilling or glamorous task, yet it remains an essential component for any organization aiming to mitigate the risks associated with claims and lawsuits that could significantly harm their operations. With COI Tracker, we alleviate the hassle and frustration often associated with gathering and validating COIs on your behalf. Our sole focus is to track COIs for your business exceptionally well. By utilizing our comprehensive COI tracking service, you can say goodbye to hours spent on phone calls, chasing down responses, and repeatedly sending emails for certificate requests. Additionally, you can also eliminate the need to monitor renewal dates, as we handle that aspect for you. Vendors and subcontractors often express how easy and straightforward it is to submit their COIs through COI Tracker. While our automated system streamlines the process, rest assured that if you ever require assistance, we are just a phone call away and ready to prioritize your needs. In this way, we ensure not only efficiency but also peace of mind for your organization.

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

Screenshots View All

Screenshots View All

No images available

Integrations

Citizen RIMS

Integrations

Citizen RIMS

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

COI Tracker

Country

United States

Website

coitracker.com

Vendor Details

Company Name

TradeGuard

Founded

2026

Country

United States

Website

trade-guard.pro

Alternatives

Alternatives

No Alternatives