Resources
Tools and guides for COI tracking teams
Evaluate platforms, understand endorsements, and build a compliance program that works.
Evaluating Software
Actively comparing COI platforms? Start here
The right platform depends on more than document collection. Use these resources to compare operating models, workflow fit, control, implementation, and the work that remains after go-live.
COI Tracking Software Evaluation Checklist
Compare platforms across 22 questions and 8 categories, with space to record answers side by side.
How to Choose COI Tracking Software
Compare operating models, review workflows, integrations, support, and the details that matter after implementation.
Keep control or outsource the process?
See how each model affects visibility, speed, cost, third-party experience, and exception handling.
In-house control vs. outsourced review
Compare how each model handles approvals, exceptions, communication, and cost
Proven workflow vs. a newer platform
Compare implementation, contract-level requirements, permissions, support, and activity visibility.
Clearer workflow vs. manual workarounds
Compare endorsement review, reporting, assignments, non-compliance, and day-to-day execution.
Blog
Learning about COI tracking
Guides and explainers on certificates, endorsements, compliance programs, and how teams manage COI tracking in practice.
What Endorsements Should I Require from Subcontractors?
The three endorsements every subcontract should include, what each one does, and how to verify the language is in the document.
COI Tracking for General Contractors
How GCs manage subcontractor COI compliance across active projects and commitments.
COI Tracking for Public Agencies
Decentralized contracting, audit accountability, and what a well-run public agency program looks like.
Additional Insured Endorsements Explained
CG 20 10 vs CG 20 37, what each covers, and how to verify the endorsement language.
Primary and Non-Contributory
What the language should say and why a certificate checkbox is not confirmation.
Waiver of Subrogation Explained
Why it needs to cover both GL and workers comp, and what the endorsement language should say.
How Weak COI Tracking Creates Exposure
The claim scenarios that start with a certificate that looked fine.
Tools
Quick assessments and estimates
Interactive tools for teams evaluating their current COI compliance process.
Stop Reviewing.
Start Approving.
