Everything You Need for
COI Compliance Tracking
CertiGuard combines AI automation, smart alerts, and reporting tools to help you manage certificate of insurance tracking efficiently.
AI-Powered Data Extraction
Upload certificates in any format—PDF, JPEG, PNG, or screenshots. Our AI extracts carrier names, policy numbers, coverage amounts, effective dates, and expiration dates. Works with standard ACORD forms and common certificate formats.
Note: Complex or handwritten certificates may require manual review.
Automated Expiration Alerts
CertiGuard monitors certificates 24/7 and sends customizable reminders before expiration. Configure your reminder schedule (e.g., 90, 60, 30, 14 days) and delivery method (email, SMS, or both).
Note: SMS notifications available on Professional and Enterprise plans only.
Real-Time Compliance Dashboard
View compliance status across all projects at a glance. Color-coded indicators show which certificates are current, expiring soon, or overdue. Filter by project, subcontractor, or date range.
Certificate Validation
Configure your coverage requirements (General Liability, Workers' Comp, Auto, Umbrella) and CertiGuard will flag certificates that don't meet minimum thresholds. Review and approve before accepting.
Note: You remain responsible for verifying coverage adequacy.
Secure Upload Links
Generate unique upload links for each subcontractor. They receive a simple link via email, upload their certificate, and you're notified automatically. No account creation required for subs.
Compliance Reports
Generate reports showing current compliance status, expiration timelines, and certificate history. Export to PDF or Excel for insurance audits, owner meetings, or internal reviews.
Subcontractor Management
Maintain a centralized database of all your subcontractors. Track contact info, active projects, certificate history, and compliance status. Add notes and custom tags for organization.
Mobile Access
Access CertiGuard from your phone, tablet, or desktop. Check compliance status from the job site, review certificates on the go, and send reminders from anywhere.
Security & Compliance
Your certificate data is encrypted in transit (TLS) and at rest (AES-256). Role-based access controls ensure only authorized team members can view sensitive documents.
Note: SOC 2 certification in progress.
Document Storage
Store all certificates, endorsements, and communications in one secure place. Full-text search across documents. Automatic version control tracks certificate updates over time.
Built for Security & Reliability
Enterprise-grade security with straightforward implementation
Security Features
- 256-bit AES encryption at rest
- TLS 1.3 encryption in transit
- Role-based access control
- Regular security audits
SOC 2 certification in progress
Integrations
- CSV/Excel import & export
- Email integration (Gmail, Outlook)
- Zapier support (coming soon)
- API access (Enterprise only)
Additional integrations in development