Free COI tracking spreadsheet for subcontractors

One row per policy, not per sub. GL, workers' comp and auto expire on different dates, so tracking them separately is what catches lapses.

Download (free, no signup)

How to use it

  1. Open the CSV in Excel or Google Sheets.
  2. Add one row for each policy on each certificate.
  3. Copy the 'Days left' formula down and add conditional formatting: red under 0, yellow under 30.
  4. Each Monday, email the agent on any row under 30 days.

Rather not do it yourself?

VendorPapers reads your certificates, tracks every expiration and emails renewal requests to the agent for you. Free check of up to 10 certificates, then $49/month.

FAQ

Why one row per policy?

Each policy on a COI can expire on a different date; one row per sub hides that.

Who do I ask for a renewed COI?

The insurance agent or producer listed on the certificate usually issues it.

General information, not legal, tax or insurance advice.