COI collection and tracking
We request certificates, follow up on missing ones, and record the insurer, coverage dates and the document on file.
Operations support
Insurance operations
Know which certificates are current before anyone asks.
We collect certificates of insurance, keep them in one tracker, and remind you before they expire. Document handling only, with no coverage advice and no policy sales.
Certificate trackerSample view
| Vendor | Insurer | Expires | Status |
|---|---|---|---|
| Vendor A | Insurer 1 | Mar 14, 2027 | Current |
| Vendor B | Insurer 2 | Nov 02, 2026 | Expires soon |
| Vendor C | Insurer 3 | Sep 30, 2026 | Expired |
| Vendor D | Not on file | None | Missing |
Illustration with placeholder names. Your tracker is built from your own documents.
What we handle
Certificates, renewals and the paperwork around them.
Renewal reminders
Expiring certificates flagged ahead of time, with renewal requests sent on the schedule you choose.
Onboarding packets
W-9, certificate, license or authority letter, and signed agreement gathered and checked for completeness.
Policy and claims paperwork
Policy details entered and claim documents indexed and checked for completeness, so files stay organized.
Who it's for
Anyone who has to keep other people's insurance documents current.
Trucking and freight
Brokers and carriers keeping carrier certificates current. See also our dispatch service.
Contractors and property managers
Managing subcontractor and vendor certificates across many jobs or properties.
Agencies and small businesses
Anyone with a growing stack of policy documents and no one to keep them in order.
How the pilot works
Start small, check the quality, and decide afterward.
- 01Send a sampleA short vendor list or a few documents, plus how you handle it today.
- 02Agree the scopeWe sign an NDA and agree in writing on the work, access and turnaround.
- 03Pilot batchWe complete your sample. A second person reviews it before it comes back.
- 04Ongoing workIf it's a fit, we continue. Pricing is agreed in writing first.
Clear boundaries
This is administrative support. We track and organize documents; the decisions stay with you.
What we do
- Collect and file certificates and packet documents
- Record coverage dates and track expirations
- Send renewal and missing-document requests
What we don't do
- Advise on coverage or limits
- Sell, bind or place policies
- Approve or reject a vendor on your behalf
Questions
Which documents can you track?
Certificates of insurance, plus items such as W-9s, licenses, authority letters and signed agreements. Ask about anything else and we'll say whether we can handle it.
Do you give insurance advice?
No. We handle documents and reminders only. We don't advise on coverage, sell policies, or decide whether coverage is acceptable.
How is my data protected?
We sign an NDA before work starts, limit access to the people working on your account, use two-factor authentication, and keep client documents off personal devices.
How is it priced?
The pilot scope and the ongoing price are agreed in writing before any work starts. Tell us how many vendors or documents you have and we'll propose a structure.
Try it on a small batch of certificates.
Send a short vendor list or a few documents and we'll show you how we'd track them.
- hello@yourforce.io
- Response time
- Within one business day
- Pricing
- Agreed in writing before any work starts