COI Tracking Software That Keeps You in Control

COI tracking software collects, reviews, and renews certificates of insurance from vendors, subcontractors, and other third parties. It replaces spreadsheets and inbox follow-up with automated requests, expiration tracking, and structured review against your insurance requirements. The best platforms also review endorsements, since the certificate alone does not confirm coverage like additional insured status. PINS is self-service COI tracking software, so your team keeps every approval decision while automation handles the chasing.

The best COI tracking software depends on your volume, your requirements, and how much control you want to keep in-house. Teams managing more than 100 vendors or subcontractors a year usually need dedicated software to stay ahead of expirations, endorsement issues, and renewal follow-up. Self-service platforms like PINS automate the repetitive work and keep compliance decisions with your team. Managed services handle review externally, which reduces internal work but puts a third party between you and your vendors. For a full breakdown, see Best COI Tracking Software in 2026 or compare PINS to other platforms.

Any organization that requires vendors, subcontractors, tenants, or service providers to carry insurance needs a way to collect and verify that coverage. General contractors, public agencies, airports, property managers, and insurance agencies are the most common users. The tipping point is usually when spreadsheets and email follow-up start missing expirations, endorsement issues, or audit requests. At that point, manual tracking creates more exposure than it prevents.

In-house COI tracking means your team runs the compliance program with software that automates collection, review, and renewals. You keep control of approvals, waivers, and exceptions, and you see status in real time. Outsourced COI management means a third-party service collects and reviews documents for you. That reduces internal work, but review and approvals happen inside their process, so exceptions that need your context come back to your team anyway. For a full breakdown of the tradeoffs, read the in-house vs. outsourced COI tracking guide.

Yes. PINS is self-service software, not a managed service. PINS AI reviews each submission and returns findings, and your team decides whether to approve, reject, waive, or request changes. Every decision is logged on the vendor record, so the history is ready at renewal and audit time.

Yes. PINS has native integrations with Procore and Vista by Viewpoint. In Procore, commitments flow into PINS, insurance status appears in Procore, and project managers get a direct link to the vendor record in PINS. In Vista, PINS supports AP vendor and subcontract workflows and writes insurance status back to support payment control. An open API is available for other systems.

PINS pricing is based on the number of COIs you actively track at any given time. To see pricing for your program, share your email and annual COI volume on the PINS pricing page. Larger programs can request a custom quote.

Onboarding typically runs 60 or 90 days, depending on the number of vendors and requirement sets. A dedicated implementation rep guides setup from day one. That same rep stays your contact after launch. Support is US-based and available by phone or email, 8am to 4pm Pacific.