500+ Trusted Businesses
Certificate of Insurance (COI) Chaos. Solved.
Your all-in-one COI command center — save time, save money, stay compliant.
*No long-term commitment, cancel anytime.*
BENEFITS
Take the Headache Out of COIs
Take the Headache Out of COIs
Take the Headache Out of COIs
Stay compliant, save time, and protect your business with smarter COI management.
Stay compliant, save time, and protect your business with smarter COI management.
Stay compliant, save time, and protect your business with smarter COI management.
Centralized COI Storage
All your vendor insurance certificates in one secure, organized dashboard — no more chasing emails and paper files.
Centralized COI Storage
All your vendor insurance certificates in one secure, organized dashboard — no more chasing emails and paper files.
Centralized COI Storage
All your vendor insurance certificates in one secure, organized dashboard — no more chasing emails and paper files.
Automatic Expiration Alerts
Get notified before a COI expires so you can keep projects moving without delays or compliance risks.
Automatic Expiration Alerts
Get notified before a COI expires so you can keep projects moving without delays or compliance risks.
Automatic Expiration Alerts
Get notified before a COI expires so you can keep projects moving without delays or compliance risks.
Vendor Compliance Tracking
Quickly see which vendors are current, expiring soon, or out of compliance at a glance.
Vendor Compliance Tracking
Quickly see which vendors are current, expiring soon, or out of compliance at a glance.
Vendor Compliance Tracking
Quickly see which vendors are current, expiring soon, or out of compliance at a glance.
Team Access
Invite your team, assign roles, and collaborate in one shared workspace with secure logins.
Team Access
Invite your team, assign roles, and collaborate in one shared workspace with secure logins.
Team Access
Invite your team, assign roles, and collaborate in one shared workspace with secure logins.
Quickbooks Online Integration
Match COIs with vendors in QuickBooks to reduce unpaid risks and stay audit-ready.
Quickbooks Online Integration
Match COIs with vendors in QuickBooks to reduce unpaid risks and stay audit-ready.
Quickbooks Online Integration
Match COIs with vendors in QuickBooks to reduce unpaid risks and stay audit-ready.
Dedicated Support
Get fast help from people who understand builders, contractors, and the unique challenges of managing COIs.
Dedicated Support
Get fast help from people who understand builders, contractors, and the unique challenges of managing COIs.
Dedicated Support
Get fast help from people who understand builders, contractors, and the unique challenges of managing COIs.
PROCESS
Our Process
Our Process
Our Process
Get up and running in minutes. COI Automate makes setup simple so you can focus on building, not paperwork.
Get up and running in minutes. COI Automate makes setup simple so you can focus on building, not paperwork.
Get up and running in minutes. COI Automate makes setup simple so you can focus on building, not paperwork.
01
Create Your Account
Sign up and set up your organization.
Invite your team so everyone's on the same page from day one.
01
Create Your Account
Sign up and set up your organization.
Invite your team so everyone's on the same page from day one.
01
Create Your Account
Sign up and set up your organization.
Invite your team so everyone's on the same page from day one.
02
Upload COIs
Easily upload vendor certificates in PDF format
Our AI automatically extracts key details
02
Upload COIs
Easily upload vendor certificates in PDF format
Our AI automatically extracts key details
02
Upload COIs
Easily upload vendor certificates in PDF format
Our AI automatically extracts key details
03
Connect to Quickbooks Online
Seamlessly link your vendors and invoices to their COIs, keeping compliance and payments in sync.
03
Connect to Quickbooks Online
Seamlessly link your vendors and invoices to their COIs, keeping compliance and payments in sync.
03
Connect to Quickbooks Online
Seamlessly link your vendors and invoices to their COIs, keeping compliance and payments in sync.
04
Match Vendors with Confidence
Align Quickbooks vendor records with COI vendor names, ensuring accuracy and reducing compliance errors.
04
Match Vendors with Confidence
Align Quickbooks vendor records with COI vendor names, ensuring accuracy and reducing compliance errors.
04
Match Vendors with Confidence
Align Quickbooks vendor records with COI vendor names, ensuring accuracy and reducing compliance errors.
THE COI ADVANTAGE
Why Choose COI Automate?
Why Choose COI Automate?
Why Choose COI Automate?
Simplify insurance compliance with automation — COI Automate tracks, monitors, and alerts so you can focus on building, not paperwork.
Simplify insurance compliance with automation — COI Automate tracks, monitors, and alerts so you can focus on building, not paperwork.
Simplify insurance compliance with automation — COI Automate tracks, monitors, and alerts so you can focus on building, not paperwork.
Automated COI Tracking
Never chase down vendors again. COI Automate collects, stores, and monitors certificates for you in one place.
Automated COI Tracking
Never chase down vendors again. COI Automate collects, stores, and monitors certificates for you in one place.
Automated COI Tracking
Never chase down vendors again. COI Automate collects, stores, and monitors certificates for you in one place.
Expiration Alerts & Compliance
Stay protected with automatic reminders when coverage is expiring or missing, reducing liability and project delays.
Expiration Alerts & Compliance
Stay protected with automatic reminders when coverage is expiring or missing, reducing liability and project delays.
Expiration Alerts & Compliance
Stay protected with automatic reminders when coverage is expiring or missing, reducing liability and project delays.
Built for Builders, by Builders
Designed specifically for general contractors and homebuilders, COI Automate understands your workflow and simplifies insurance management.
Built for Builders, by Builders
Designed specifically for general contractors and homebuilders, COI Automate understands your workflow and simplifies insurance management.
Built for Builders, by Builders
Designed specifically for general contractors and homebuilders, COI Automate understands your workflow and simplifies insurance management.
Compliance Dashboard
Vendor Tracking
Expiration Alerts
Secure Uploads
Compliance Dashboard
Vendor Tracking
Expiration Alerts
Secure Uploads
Compliance Dashboard
Vendor Tracking
Expiration Alerts
Secure Uploads
Team Access
QuickBooks Sync
Auto Reminders
Centralized Storage
Team Access
QuickBooks Sync
Auto Reminders
Centralized Storage
Team Access
QuickBooks Sync
Auto Reminders
Centralized Storage
Product
Insight Dashboard
Insight Dashboard
Save time with the insight dashboard that gives you a perfect snapshot of your COI status, where you're at risk, and what is upcoming.
Save time with the insight dashboard that gives you a perfect snapshot of your COI status, where you're at risk, and what is upcoming.
Product
COI Overview
COI Overview
Track all the details of your COIs in one place. One click search. One click filters. One click editable cells so you can make any changes.
Track all the details of your COIs in one place. One click search. One click filters. One click editable cells so you can make any changes.
Product
Vendor Details
Vendor Details
Get a quick snapshot of all the COIs linked to a particular vendor.
Get a quick snapshot of all the COIs linked to a particular vendor.
PRICING
Two Plans - Incredible Value
Start free for 60 days, then a flat monthly subscription. No hidden fees, no extra tiers — just COI management that works.
Builder Plan
$39/month
Simple Pricing. No Surprises.
Upload & Store COIs – Keep all certificates organized in one secure place
AI-Powered Data Extraction – Instantly pull key details from COI PDFs
Smart Duplicate Detection – Avoid errors with automated duplicate checks
Expiration Tracking & Alerts – Get notified before coverage lapses
Search, Filter & Edit – Quickly manage and update your COI records
Detailed COI View & Downloads – Access full certificate details or download originals anytime
Dashboard Overview – Monitor compliance with easy-to-read metrics
Data Validation & Versioning – Ensure accuracy and track updated certificates for vendors
QuickBooks Integration – Link vendors to their COIs and see everything in one place
Automated Email Reminders – Schedule alerts with customizable templates
Fuzzy Vendor Matching – Smart linking for faster, more accurate compliance tracking
Vendor-COI Linking - Link multiple COIs to Quickbooks Online vendors
*No commitment – cancel anytime*
Builder Plan
$39/month
Simple Pricing. No Surprises.
Upload & Store COIs – Keep all certificates organized in one secure place
AI-Powered Data Extraction – Instantly pull key details from COI PDFs
Smart Duplicate Detection – Avoid errors with automated duplicate checks
Expiration Tracking & Alerts – Get notified before coverage lapses
Search, Filter & Edit – Quickly manage and update your COI records
Detailed COI View & Downloads – Access full certificate details or download originals anytime
Dashboard Overview – Monitor compliance with easy-to-read metrics
Data Validation & Versioning – Ensure accuracy and track updated certificates for vendors
QuickBooks Integration – Link vendors to their COIs and see everything in one place
Automated Email Reminders – Schedule alerts with customizable templates
Fuzzy Vendor Matching – Smart linking for faster, more accurate compliance tracking
Vendor-COI Linking - Link multiple COIs to Quickbooks Online vendors
*No commitment – cancel anytime*
Builder Plan
$39/month
Simple Pricing. No Surprises.
Upload & Store COIs – Keep all certificates organized in one secure place
AI-Powered Data Extraction – Instantly pull key details from COI PDFs
Smart Duplicate Detection – Avoid errors with automated duplicate checks
Expiration Tracking & Alerts – Get notified before coverage lapses
Search, Filter & Edit – Quickly manage and update your COI records
Detailed COI View & Downloads – Access full certificate details or download originals anytime
Dashboard Overview – Monitor compliance with easy-to-read metrics
Data Validation & Versioning – Ensure accuracy and track updated certificates for vendors
QuickBooks Integration – Link vendors to their COIs and see everything in one place
Automated Email Reminders – Schedule alerts with customizable templates
Fuzzy Vendor Matching – Smart linking for faster, more accurate compliance tracking
Vendor-COI Linking - Link multiple COIs to Quickbooks Online vendors
*No commitment – cancel anytime*
White Glove Plan
$299/month
Outsource all of your COI management needs to us!
Includes everything in the builder plan
Dedicated account manager to manage new-vendor COIs, and any correspondence with vendor's insurance agents
We handle everything for you so your annual general liability insurance audit is as seamless as possible
No long-term contracts!
White Glove Plan
$299/month
Outsource all of your COI management needs to us!
Includes everything in the builder plan
Dedicated account manager to manage new-vendor COIs, and any correspondence with vendor's insurance agents
We handle everything for you so your annual general liability insurance audit is as seamless as possible
No long-term contracts!
White Glove Plan
$299/month
Outsource all of your COI management needs to us!
Includes everything in the builder plan
Dedicated account manager to manage new-vendor COIs, and any correspondence with vendor's insurance agents
We handle everything for you so your annual general liability insurance audit is as seamless as possible
No long-term contracts!
100% Safe Purchase
60-Day Money Back Guarantee
CLIENTS USING COI AUTOMATE
FAQ'S
Got a quick question?
We're here to help you make the right decision. Explore our frequently asked questions and find answers below.
Why is managing COIs so difficult?
Why is managing COIs so difficult?
Why is managing COIs so difficult?
How does COI Automate help?
How does COI Automate help?
How does COI Automate help?
Who is it built for?
Who is it built for?
Who is it built for?
What happens when a COI expires?
What happens when a COI expires?
What happens when a COI expires?
Is my data secure?
Is my data secure?
Is my data secure?
Can I try it for free?
Can I try it for free?
Can I try it for free?
Start Saving More and Streamlining Your COI Management Today.
Built by a custom home builder — we know your COI headaches. Try COI Automate free for 60 days. If it doesn't save you time, you won't pay a dime.
Start Saving More and Streamlining Your COI Management Today.
Built by a custom home builder — we know your COI headaches. Try COI Automate free for 60 days. If it doesn't save you time, you won't pay a dime.
Streamlining certificate of insurance management for custom homebuilders and general contractors.
© 2025 COI Automate
Streamlining certificate of insurance management for custom homebuilders and general contractors.
© 2025 COI Automate
Start Saving More and Streamlining Your COI Management Today.
Built by a custom home builder — we know your COI headaches. Try COI Automate free for 60 days. If it doesn't save you time, you won't pay a dime.
Start Saving More and Streamlining Your COI Management Today.
Built by a custom home builder — we know your COI headaches. Try COI Automate free for 60 days. If it doesn't save you time, you won't pay a dime.
Streamlining certificate of insurance management for custom homebuilders and general contractors.
© 2025 COI Automate
Streamlining certificate of insurance management for custom homebuilders and general contractors.
© 2025 COI Automate