For General Contractors

COI tracking software for general contractors

Track Certificates of Insurance from subcontractors and vendors, stay ahead of renewals, and catch compliance gaps before site access or payment release.

Want to see how AI review works for endorsements and supporting documents? Explore the AI Assistant.

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PINS COI tracking dashboard for general contractors

Trusted by teams managing subcontractor insurance at scale

Checking compliance when cutting a check is too late

Insurance issues often surface only when payment is about to be released.

Site access gets denied

Expired or missing COIs often surface only when a subcontractor is about to start work.

Endorsement details are easy to miss

Additional insured, waiver of subrogation, and completed operations details are buried in forms that take time to review.

Certificate holder wording is wrong or missing

A COI can look complete at a glance while still missing project-specific naming or wording requirements.

Waiver history gets lost

Exception decisions for sole proprietors and other edge cases often live in email threads instead of a shared system.

Higher-risk trades need closer oversight

Haulers, truckers, crane operators, and environmental contractors create more exposure when renewals lapse.

Why teams choose PINS

Keep control without the manual effort

Most teams end up choosing between doing everything themselves or handing off visibility to someone else. PINS gives you a third option.

Manual

You track COIs in a spreadsheet, the process is reactive, time-intensive, and hard to scale.

PINS

Your team stays in control while COI collection, review, renewals, and compliance tracking are automated in one system.

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Full Service

You outsource COI review, but often lose speed, context, day-to-day visibility, and you’re always pulled back in to make exceptions.

Step 1

Collect from subcontractors and brokers

Automate requests and renewal follow-up with an easier upload experience for subcontractors and brokers.

Step 2

Review COIs and supporting documents

Use OCR and AI-assisted review to catch missing coverage and endorsement issues faster.

Step 3

Track compliance by vendor and project

See who is compliant, what is missing, and where follow-up is needed across projects.

Step 4

Approve with context and keep documentation ready

Keep waiver and exception history in one place and export documentation when leadership, owners, or auditors ask for it.

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Fits your stack

Works alongside the systems your team already uses

PINS helps general contractors manage insurance compliance without replacing the systems they already use for project management or accounting. Keep teams moving in the tools they know, while PINS handles insurance tracking and review.

Give project teams visibility into insurance status while keeping compliance tracking centralized in PINS.

Support accounting and operational workflows with clearer compliance tracking tied to subcontractor records.

API

Connect PINS to your internal systems and workflows when you need more flexibility across platforms.

What risk teams say after switching

I love PINS, the product, the team, I love the communication and how they immediately jump in to help when we need it.

Korbi Petersen

Insurance Coordinator

Wells Construction

FAQ

Questions general contractors ask before switching

See how PINS helps construction teams track subcontractor insurance, stay in control of approvals, and reduce manual follow-up.

How does PINS help general contractors track subcontractor insurance?

PINS helps general contractors collect, review, track, and follow up on subcontractor insurance in one system. Your team can see what is compliant, what is missing, and where follow-up is needed across vendors and projects, without relying on spreadsheets or email threads.

Can our team stay in control of approvals and exceptions?

Yes. PINS helps automate collection, renewals, and compliance tracking, but your team stays in control of approvals, waivers, and exception decisions. That means you can move faster without giving up visibility or oversight.

Does PINS review endorsements and supporting documents?

Yes. PINS uses OCR and AI-assisted review to help your team review COIs, endorsements, and supporting insurance documents faster. It helps surface missing coverage, endorsement issues, and other compliance gaps so your team can make the final decision with better context.

Can subcontractors or brokers upload documents without logging in?

Yes. PINS makes it easier for subcontractors and brokers to submit insurance documents through a simple upload workflow. That helps reduce back-and-forth, improve response rates, and keep renewals moving.

Can we track compliance by project as well as by subcontractor?

Yes. PINS helps your team track insurance compliance across both subcontractors and projects, so you can quickly see where coverage is current, where documents are missing, and where follow-up is still needed.

How quickly can we get started?

Most teams can get started quickly once insurance requirements, workflows, and key stakeholders are aligned. PINS is designed to fit the way construction teams already work, so your team can centralize tracking and reduce manual effort without changing how decisions are made.