Compliance and Verification

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Frequently Asked Questions

COI tracking is the systematic process of collecting, verifying, and monitoring Certificates of Insurance to ensure vendors and subcontractors maintain valid coverage. You need it to minimize liability, prevent coverage gaps, and fulfill contractual or le

COI tracking automates compliance monitoring, alerts, and expiration tracking. COI management often also includes document review, policy interpretation, and issuing corrective follow‑ups—typically blending human expertise with technology.

They are invited to create a vendor portal through your specific account where they will upload a copy of their COI. All uploaded COIs sync automatically for review.

Industry best practice is to retain COIs at least five years after project completion or vendor engagement. Some contracts may recommend keeping records indefinitely.

Non‑compliant COIs are flagged with clear deficiency details. Vendors receive correction requests, and internal reviewers can approve overrides or escalate issues as needed.
Technical Support

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