How CertiGuard
Simplifies COI Tracking
Three simple steps to automate certificate of insurance management and eliminate manual tracking. No technical expertise required.
Start Free TrialUpload Certificates
Upload subcontractor insurance certificates in any format—PDF, image, or email attachment. Our AI-powered system extracts all relevant data automatically:
- Insurance carrier name
- Policy numbers
- Coverage amounts
- Effective and expiration dates
- Insured name and address
- Additional insured status
Reality check: Our AI achieves high accuracy on standard ACORD forms. Complex or handwritten certificates may require manual review.
Drag & drop certificates here
or click to browse
Certificate Expiring Soon
ABC Plumbing Co. - Expires in 30 days
Reminder Sent
XYZ Electric - Email + SMS sent
Automate Reminders
CertiGuard monitors every certificate 24/7 and automatically sends reminders before expiration. You configure the schedule once, and we handle the rest:
- 30-day advance notice via email
- 15-day reminder with SMS alert
- 7-day urgent notification
- Escalation to project managers if no response
- Automated follow-ups until renewed
Note: SMS notifications available on Professional and Enterprise plans. Reminder schedules are customizable to match your workflow.
Track Compliance
Your real-time dashboard shows the compliance status of every subcontractor. Instantly identify issues and generate audit-ready reports:
- Color-coded compliance status
- Filter by project, sub, or date
- Export reports to PDF or CSV
- Mobile access from job sites
- Historical certificate archive
Truth: CertiGuard tracks and organizes your certificates—but compliance is still your responsibility. We provide tools, not legal guarantees.
Compliance Score
91% - 42 of 46 certificates current
What CertiGuard Does (and Doesn't Do)
✓ What We Do:
- • Track certificate expiration dates
- • Send automated renewal reminders
- • Organize and store COI documents
- • Generate compliance reports
- • Verify certificate data accuracy
✗ What We Don't Do:
- • Guarantee legal compliance
- • Provide insurance or legal advice
- • Replace insurance brokers
- • Verify carrier financial strength
- • Automatically renew policies
Important: CertiGuard is a tracking and organization tool. You remain responsible for ensuring your subcontractors maintain adequate insurance coverage. We recommend consulting with your insurance broker or legal counsel for coverage requirements.
Get Started in Minutes
No complex setup. No training required.
Sign Up
Create your free account in 30 seconds
Add Subs
Import subcontractor list (optional)
Upload COIs
Bulk upload existing certificates
Automate
Set reminder schedules and go