500+ Trusted Businesses
Automate your COI tracking so you never miss expirations, reduce risk, and save hours on paperwork.
Built for small homebuilders who struggle to track COIs OR waste time in spreadsheets. Zero manual data entry. Starts at $40/month.
*No long-term commitment, cancel anytime.*
BENEFITS
Take Control of Your Project Liability
Take Control of Your Project Liability
Take Control of Your Project Liability
The fastest way to convert tracking chaos (or zero tracking) into 100% verifiable compliance.
The fastest way to convert tracking chaos (or zero tracking) into 100% verifiable compliance.
The fastest way to convert tracking chaos (or zero tracking) into 100% verifiable compliance.
Zero Manual Data Entry
Our AI reads the ACORD form instantly, eliminating manual typing, errors, and wasted admin time. This is the end of transcription mistakes.
Zero Manual Data Entry
Our AI reads the ACORD form instantly, eliminating manual typing, errors, and wasted admin time. This is the end of transcription mistakes.
Zero Manual Data Entry
Our AI reads the ACORD form instantly, eliminating manual typing, errors, and wasted admin time. This is the end of transcription mistakes.
Instant Audit Trail (Risk-check)
Quickly see who is compliant and who is not at a glance. Easily generate audit logs for banks, insurance carriers, and owners, proving due diligence.
Instant Audit Trail (Risk-check)
Quickly see who is compliant and who is not at a glance. Easily generate audit logs for banks, insurance carriers, and owners, proving due diligence.
Instant Audit Trail (Risk-check)
Quickly see who is compliant and who is not at a glance. Easily generate audit logs for banks, insurance carriers, and owners, proving due diligence.
Set-It-and-Forget-It Reminders
Automatically notifies the sub, the admin, and the project manager before a COI expires. Keeps your projects moving without risk or delays.
Set-It-and-Forget-It Reminders
Automatically notifies the sub, the admin, and the project manager before a COI expires. Keeps your projects moving without risk or delays.
Set-It-and-Forget-It Reminders
Automatically notifies the sub, the admin, and the project manager before a COI expires. Keeps your projects moving without risk or delays.
Simple Team Access
Invite your admin and project managers with secure logins. Collaborate instantly without the complex user management of expensive enterprise systems.
Simple Team Access
Invite your admin and project managers with secure logins. Collaborate instantly without the complex user management of expensive enterprise systems.
Simple Team Access
Invite your admin and project managers with secure logins. Collaborate instantly without the complex user management of expensive enterprise systems.
Centralized COI Storage
Keep all your vendor insurance certificates in one secure, organized dashboard—no more chasing emails and paper files.
Centralized COI Storage
Keep all your vendor insurance certificates in one secure, organized dashboard—no more chasing emails and paper files.
Centralized COI Storage
Keep all your vendor insurance certificates in one secure, organized dashboard—no more chasing emails and paper files.
Support from a Builder
Get fast help from people who understand compliance risk and the unique challenges of small custom-home builders—not a generic call center.
Support from a Builder
Get fast help from people who understand compliance risk and the unique challenges of small custom-home builders—not a generic call center.
Support from a Builder
Get fast help from people who understand compliance risk and the unique challenges of small custom-home builders—not a generic call center.
PROCESS
From Chaos to Compliant in Minutes
From Chaos to Compliant in Minutes
From Chaos to Compliant in Minutes
Stop sorting through paper folders. Drag, drop, and let the AI build your compliance dashboard.
Stop sorting through paper folders. Drag, drop, and let the AI build your compliance dashboard.
Stop sorting through paper folders. Drag, drop, and let the AI build your compliance dashboard.
01
Upload COIs
Drag and drop your entire folder of existing certificates. Our AI automatically parses each PDF to extract dates, policy numbers, and agent emails.
01
Upload COIs
Drag and drop your entire folder of existing certificates. Our AI automatically parses each PDF to extract dates, policy numbers, and agent emails.
01
Upload COIs
Drag and drop your entire folder of existing certificates. Our AI automatically parses each PDF to extract dates, policy numbers, and agent emails.
02
AI Populates the List
The data appears instantly in your dashboard. You simply scan the rows to ensure the AI read the PDF correctly - edit anything in seconds if needed.
02
AI Populates the List
The data appears instantly in your dashboard. You simply scan the rows to ensure the AI read the PDF correctly - edit anything in seconds if needed.
02
AI Populates the List
The data appears instantly in your dashboard. You simply scan the rows to ensure the AI read the PDF correctly - edit anything in seconds if needed.
03
Sync and Link with Quickbooks Online
Connect QuickBooks Online to import your vendor list. Simply link your COIs to your vendors to verify they match and unlock payment visibility.
03
Sync and Link with Quickbooks Online
Connect QuickBooks Online to import your vendor list. Simply link your COIs to your vendors to verify they match and unlock payment visibility.
03
Sync and Link with Quickbooks Online
Connect QuickBooks Online to import your vendor list. Simply link your COIs to your vendors to verify they match and unlock payment visibility.
04
We Chase the Agent
The system tracks expiration dates and emails the Insurance Agent directly to request the renewal. You stay in the loop, but you don't have to do the chasing.
04
We Chase the Agent
The system tracks expiration dates and emails the Insurance Agent directly to request the renewal. You stay in the loop, but you don't have to do the chasing.
04
We Chase the Agent
The system tracks expiration dates and emails the Insurance Agent directly to request the renewal. You stay in the loop, but you don't have to do the chasing.
THE COI ADVANTAGE
The Only Compliance Tool Built by a Custom Home Builder.
The Only Compliance Tool Built by a Custom Home Builder.
The Only Compliance Tool Built by a Custom Home Builder.
Most software is built by tech companies who have never stepped on a job site. We built this to solve our own headaches as a custom home builder.
Most software is built by tech companies who have never stepped on a job site. We built this to solve our own headaches as a custom home builder.
Most software is built by tech companies who have never stepped on a job site. We built this to solve our own headaches as a custom home builder.
We Chase the Agent, Not the Sub
Subcontractors are great at building but terrible at paperwork. Our system emails their Insurance Agent directly for renewals so you stop wasting time chasing them.
We Chase the Agent, Not the Sub
Subcontractors are great at building but terrible at paperwork. Our system emails their Insurance Agent directly for renewals so you stop wasting time chasing them.
We Chase the Agent, Not the Sub
Subcontractors are great at building but terrible at paperwork. Our system emails their Insurance Agent directly for renewals so you stop wasting time chasing them.
No "Enterprise" Bloat
You don't need a 3-month onboarding course. If you can drag and drop a file, you can use this system. It’s effective, simple, and costs less than a job site lunch.
No "Enterprise" Bloat
You don't need a 3-month onboarding course. If you can drag and drop a file, you can use this system. It’s effective, simple, and costs less than a job site lunch.
No "Enterprise" Bloat
You don't need a 3-month onboarding course. If you can drag and drop a file, you can use this system. It’s effective, simple, and costs less than a job site lunch.
Built for Builders, by a Builder
Designed specifically for general contractors and homebuilders, COI Automate understands your workflow and simplifies insurance management.
Built for Builders, by a Builder
Designed specifically for general contractors and homebuilders, COI Automate understands your workflow and simplifies insurance management.
Built for Builders, by a Builder
Designed specifically for general contractors and homebuilders, COI Automate understands your workflow and simplifies insurance management.
Compliance Dashboard
Payment Safety Checks
Expiration Alerts
AI-Powered Extractions
Compliance Dashboard
Payment Safety Checks
Expiration Alerts
AI-Powered Extractions
Compliance Dashboard
Payment Safety Checks
Expiration Alerts
AI-Powered Extractions
Team Access
QuickBooks Sync
Auto Reminders
Audit-Ready Logs
Team Access
QuickBooks Sync
Auto Reminders
Audit-Ready Logs
Team Access
QuickBooks Sync
Auto Reminders
Audit-Ready Logs
Product
Instant Risk Snapshot
Instant Risk Snapshot
You don't have time to stare at software all day. When you do log in, see exactly who is missing coverage and who is expiring in seconds. If the numbers aren't red, you can get back to work.
You don't have time to stare at software all day. When you do log in, see exactly who is missing coverage and who is expiring in seconds. If the numbers aren't red, you can get back to work.
Product
The Spreadsheet Killer
The Spreadsheet Killer
Forget about manual data entry. Our AI populates this master list for you. Filter by "Expired" or "Active" in one click to find exactly what you need without breaking a formula.
Forget about manual data entry. Our AI populates this master list for you. Filter by "Expired" or "Active" in one click to find exactly what you need without breaking a formula.
Product
The "Whole Picture" View
The "Whole Picture" View
Don't just track files—track relationships. Sync your accounting software to see a complete history of every certificate a specific vendor has ever sent you.
Don't just track files—track relationships. Sync your accounting software to see a complete history of every certificate a specific vendor has ever sent you.
PRICING
Compliance Costs Less Than a Job Site Lunch
Full access. Your first 60 days are completely free.
Builder Plan
$39/month
For builders who want to automate the busy work.
Unlimited COI Uploads and Storage
AI-Powered Data Extraction
Automated Expiration Alerts
QuickBooks Online Sync and Linking
Dashboard Risk Overview
Search, Filter & Download Originals
Builder Plan
$39/month
For builders who want to automate the busy work.
Unlimited COI Uploads and Storage
AI-Powered Data Extraction
Automated Expiration Alerts
QuickBooks Online Sync and Linking
Dashboard Risk Overview
Search, Filter & Download Originals
Builder Plan
$39/month
For builders who want to automate the busy work.
Unlimited COI Uploads and Storage
AI-Powered Data Extraction
Automated Expiration Alerts
QuickBooks Online Sync and Linking
Dashboard Risk Overview
Search, Filter & Download Originals
White Glove Plan
$299/month
We act as your in-house compliance officer.
Includes Everything in Builder Plan
We Handle the Agents: A dedicated account manager contacts insurance agents directly to fix errors and get renewals.
New Vendor Onboarding: We chase down the docs fore very new sub you hire.
Audit Defense Prep: We ensure your folders are 100% ready for your annual General Liability audit so you don't pay extra premiums
White Glove Plan
$299/month
We act as your in-house compliance officer.
Includes Everything in Builder Plan
We Handle the Agents: A dedicated account manager contacts insurance agents directly to fix errors and get renewals.
New Vendor Onboarding: We chase down the docs fore very new sub you hire.
Audit Defense Prep: We ensure your folders are 100% ready for your annual General Liability audit so you don't pay extra premiums
White Glove Plan
$299/month
We act as your in-house compliance officer.
Includes Everything in Builder Plan
We Handle the Agents: A dedicated account manager contacts insurance agents directly to fix errors and get renewals.
We handle everything for you so your annual general liability insurance audit is as seamless as possible
Audit Defense Prep: We ensure your folders are 100% ready for your annual General Liability audit so you don't pay extra premiums
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.
I have a folder with hundreds of old, messy PDFs. Do I have to rename them before uploading?
I have a folder with hundreds of old, messy PDFs. Do I have to rename them before uploading?
I have a folder with hundreds of old, messy PDFs. Do I have to rename them before uploading?
Do I have to use Quickbooks Online to use this?
Do I have to use Quickbooks Online to use this?
Do I have to use Quickbooks Online to use this?
Who is it built for?
Who is it built for?
Who is it built for?
Who gets the renewal emails? I don't want to bother my subs.
Who gets the renewal emails? I don't want to bother my subs.
Who gets the renewal emails? I don't want to bother my subs.
Is this hard to setup? I don't have an IT "guy".
Is this hard to setup? I don't have an IT "guy".
Is this hard to setup? I don't have an IT "guy".
Is there a long-term contract?
Is there a long-term contract?
Is there a long-term contract?
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