COI tracking for general contractors & property managers

One uninsured sub shouldn't become your problem.

CrewCert collects and reads every certificate of insurance, checks it against your requirements, flags coverage gaps and documents worth a second look, and chases renewals automatically. So you always know where every vendor stands.

Start free — 30 daysSee how it works

No credit card required · set up in minutes · iPhone & Android app — Android coming soon

Delgado Electric LLCClear to work
General liabilityTravelers$1M / $2MValid
Workers' compThe Hartford$1MValid
UmbrellaTravelers$5MValid
Harbor Point PlumbingExpiring soon
General liabilityNationwide$1M / $2MValid
Automobile liabilityProgressive$1M CSLExp 12 days
Professional liabilityChubb$1M / $2MValid
6
coverages checked, per vendor
Minutes
to set up — no sales call
0
spreadsheets to maintain
24/7
renewals chased for you
Your command center

Your whole book of vendors, at a glance.

A live compliance score, risk at a glance, and the exact coverage gaps to fix next — ranked by how many vendors each one hits. The overview COI tracking always left out.

Compliance score

166 assessed vendors
86%Clear to work
  • Clear to work142
  • Expiring soon14
  • Not enough coverage5
  • Expired2
  • No certificate3

Risk distribution

142
Low
14
Medium
10
High

Top coverage gaps

vendors affected
  • General liability each-occurrence below required8
  • Missing waiver of subrogation6
  • Additional insured not shown4
  • Automobile liability expired3
On the job site

Check a sub's coverage before they walk through the gate.

CrewCert comes with an iPhone and Android app built for the field, not just the office. Photograph a certificate on site and CrewCert reads the coverages, limits and dates for you — then you confirm it, right there on your phone.

  • Snap a certificate instead of scanning it
  • Clear your review queue from the truck
  • See who's clear to work on each project
  • Get a notification before a vendor's coverage lapses
  • Send a vendor their upload link before they leave the site
Download on the App StoreComing soon to Android
The CrewCert phone app reviewing a certificate for Brava Plumbing: it flags a general liability aggregate below the required $2,000,000 and an authenticity concern, with Approve and Reject buttons.
Coverage, not just paperwork

Know who's actually covered — coverage by coverage.

Every vendor, every policy — general liability, auto, workers' comp, umbrella — with the limits and dates checked against your requirements. Not a green checkbox that lies: a real, per-coverage answer.

Summit Roofing Co.Not enough coverage
General liability$500KBelow $1M
Workers' comp$500KValid
Umbrella—Not required
Coverage Assurance

Surface the gaps — and the documents worth a second look.

CrewCert reads the actual document — not just a checkbox. It flags signs a certificate was edited after it was issued, impossible dates, limits that don't add up, and missing endorsements, and routes them to a person to decide.

⚠ Possible authenticity issue — review carefully
  • highInsured name looks like an unfilled form field.
  • mediumAggregate limit is lower than each-occurrence — that shouldn't be possible.
  • lowPDF was edited after it was created.
Auto-Fix

Deficient vendor? We draft the fix and send it.

When something's short, CrewCert drafts the exact correction — the right limits, endorsements, and holder — and emails it to the vendor. Weeks of back-and-forth become one click.

To: [email protected]
Certificate correction needed — Summit Roofing Co.
• Increase the General liability each-occurrence limit to at least $1M (currently $500K).
• Add Northgate Builders as additional insured on General liability.
Self-service · no more chasing

Your vendors do the paperwork.

Send a secure link — no login, nothing to install. They see exactly what you require and what's still missing, and upload their certificate straight into your review queue. The chasing just… stops.

crewcert.org/portal/•••
Upload your certificate of insurance
Northgate Builders requests a current COI for Delgado Electric.
General liability — min $1M / $2M, additional insured
Workers' comp — min $1M
↑ Upload certificate (PDF or image)
Contract → requirements

Build a requirement template from your contract.

Upload a subcontract and CrewCert reads the insurance it demands — coverages, limits, endorsements, and the holder — into a ready-to-use template. No more decoding fine print by hand.

subcontract-2026.pdf →
Extracted requirements
• General liability — $1M / $2M, additional insured, waiver of subrogation
• Automobile liability — $1M combined single limit
• Workers' compensation — $1M · holder: Northgate Builders

How it works

1

Certificates come in

Vendors email your private inbound address, or you upload PDFs, scans and phone photos.

2

We read & check

Coverages, limits and dates transcribed, gaps flagged — and PDFs checked for signs of tampering, for your reviewer to weigh.

3

You approve

Confirm in a click. Code, not guesswork, decides compliance.

4

We chase & fix

Renewals chased automatically. One click sends a deficient vendor exactly what their broker needs to fix.

Everything you need to stop chasing paper

Clear to workGroup vendors by job or property — see instantly who's covered for each.
Exceptions with a paper trailAccept a vendor despite a gap — with a documented, audit-logged reason and expiry.
Document vaultW-9, license, contract & lien waiver on every vendor — and you can require them.
Renewals & reportsEverything expiring in the next 120 days, plus a printable audit-ready compliance snapshot.
Import & exportBring your subs in from a spreadsheet; export your roster back out anytime.
Owner escalation & digestWhen a sub lapses you hear about it — plus a weekly summary of what needs attention.

Simple pricing

Everything included on every plan — unlimited projects and templates, and AI extraction up to 200 certificates a day (fair use). You only pick a plan by how many vendors you track. 30-day free trial, no card.

Crew
$19/mo

Up to 25 vendors

Start free trial
Contractor
$49/mo

Up to 100 vendors

Start free trial

Cancel anytime from your settings. Full pricing details.

Know your vendors are covered.

Start free for 30 days. Import your vendors, set your requirements, and let CrewCert collect, check, and chase — so nothing slips through unnoticed.

Start your free trial