COI tracking software · 14-day Pro trial · No credit card to start
Certificate of insurance tracking that prevents liability.Auto-read COIs. Enforce compliance. Never miss an expiry.
CertGuard is vendor compliance software for property managers and contractors. It extracts data from COI PDFs, flags under-insured vendors, reminds subs before documents lapse, and exports audit-ready reports — without a compliance team or enterprise budget.
Free forever tier · Full Pro trial for 14 days · Paid plans from $59/mo · Cancel anytime
One uninsured vendor incident can cost far more than a year of CertGuard.
Product tour
See the full value — from vendor upload to audit-ready report
Each step shows what property managers get: less email chasing, automatic compliance checks, and proof you're covered when owners or insurers ask.
Stop spreadsheet COI tracking
Replace email chaos and shared drives with one dashboard that auto-reads PDFs and never forgets an expiry date.
Compliance intelligence, not just storage
Flag under-insured vendors, verify additional insured endorsements, and export audit-ready reports — not just file cabinets with reminders.
Enterprise power without enterprise pricing
Webhooks, team seats, and scheduled reports from $59/mo. No $500+/mo contracts, sales demos, or annual lock-in.
Vendor COI management built for real operations
Everything you need to collect, verify, and renew vendor insurance certificates — from smart PDF reading to Zapier integrations and self-service account management.
Smart PDF extraction
Upload a COI — CertGuard reads expiry dates, GL limits, coverage types, and additional insured endorsements. No manual data entry.
Compliance rules engine
Set minimum GL limits, required coverages, and additional insured requirements. Non-compliant certs are flagged before they become liability.
Vendor self-service portal
Vendors upload via a secure branded link. No account, no fees, no endless email threads.
Automated expiry reminders
You and your vendors get alerts at 30, 15, 7, and 1 day before a COI expires — customizable per organization.
Compliance dashboard
Compliant, expiring, expired, and non-compliant — see every vendor's status at a glance with search and filters.
Audit-ready PDF & CSV exports
One-click compliance reports for landlords, insurers, or internal audits — PDF for presentations, CSV for spreadsheets.
Webhooks & scheduled reports
Push compliance events to Zapier or Make. Email weekly or monthly compliance summaries to your team automatically.
Team access & roles
Invite colleagues with owner, admin, or read-only member roles. Pro includes up to 5 seats; Business is unlimited.
Self-service account management
Manage billing, team members, and integrations yourself. Close your account anytime — no retention calls required.
Built for teams who can't afford a lapsed COI
Enterprise tools lean on sales demos and logo walls. CertGuard is self-serve — try the full product in minutes, no commitment.
Used by teams in
Sound familiar?
Common workflows we built CertGuard to replace.
Property manager
Before
COIs lived in email threads and a spreadsheet. We found out a vendor was uninsured only after an incident.
With CertGuard
Every vendor has a portal link. CertGuard flags expiring and under-insured certs before anyone steps on site.
GC / subcontractor coordinator
Before
Chasing 40+ subs for updated COIs ate hours every week — especially during renewal season.
With CertGuard
Upload a COI once, limits are read from the PDF, and vendors get reminded automatically at 30/15/7/1 days.
Facilities director
Before
Auditors wanted a compliance report. We spent a day pulling files from shared drives.
With CertGuard
One-click PDF or CSV compliance report with vendor status, expiry dates, coverage limits, and flagged issues.
Why teams choose CertGuard over alternatives
CertGuard sits between budget COI trackers and expensive enterprise platforms — more intelligence than $29/mo tools, without the sales calls and $500+/mo price tags.
| Feature | CertGuard | COI Tracker | VendorCover | Enterprise* |
|---|---|---|---|---|
| Transparent online pricing | Yes | Yes | Yes | No |
| Free tier (no credit card) | 5 vendors | 3 vendors | Yes | No |
| Self-service signup (no sales call) | Yes | Yes | Yes | No |
| Smart PDF extraction (expiry & limits) | Yes | No | Limited | Yes |
| Compliance rules engine | Yes | No | Yes | Yes |
| Vendor self-service portal | Yes | Yes | Yes | Yes |
| Automated expiry reminders | Yes | Yes | Yes | Yes |
| COI, W-9, license, bond & permit tracking | Yes | COI only | COI focus | Yes |
| CSV vendor import | Yes | Paid tiers | Yes | Yes |
| PDF compliance audit report | Yes | Pro plan | No | Yes |
| CSV compliance export | Yes | No | No | Yes |
| Additional insured verification | Yes | No | No | Yes |
| Webhooks (Zapier / Make) | Starter+ | No | No | Yes |
| Scheduled compliance email reports | Starter+ | No | No | Yes |
| Self-service close account | Yes | Yes | Yes | Contact sales |
| Team members | Up to 5+ | Limited | Yes | Yes |
| Price for ~25 vendors | $59/mo | $29/mo | $49/mo | $500+/mo |
| Price for ~100 vendors | $129/mo | $59/mo | Custom | $500+/mo |
Comparison based on publicly listed features and pricing as of 2026. Enterprise tools (Jones, TrustLayer, myCOI) typically require a sales call.
vs. budget tools ($29–59/mo)
Pay a bit more, get PDF extraction, compliance rules, multi-doc tracking, and audit reports — not just reminders and file storage.
vs. VendorCover ($49/mo)
Similar compliance focus, but CertGuard adds additional insured verification, CSV exports, Zapier webhooks, W-9/license tracking, and a free tier to try before you buy.
vs. enterprise ($500+/mo)
Skip the demo calls and annual contracts. Self-serve signup, transparent pricing, live in 5 minutes — built for SMBs, not Fortune 500 procurement.
Transparent COI software pricing — no sales calls
Free forever for 5 vendors. Every signup includes a 14-day Pro trial with unlimited PDF extraction, compliance rules, and up to 100 vendors.
Free
Try CertGuard with up to 5 vendors — no credit card required.
- Up to 5 vendors
- COI & certificate tracking
- Vendor self-service portal
- Expiry reminders
- 3 free PDF extractions
- Compliance dashboard
Starter
For small teams managing essential vendor compliance.
- Up to 25 vendors
- Everything in Free
- Unlimited PDF extraction
- Compliance rules & additional insured checks
- CSV import & CSV/PDF compliance exports
- Webhooks & scheduled email reports
Starter: $59/mo (25 vendors) · Pro: $129/mo (100 vendors) · Business: $249/mo (unlimited vendors)
Frequently asked questions
Everything you need to know about COI tracking with CertGuard.
- What is CertGuard?
- CertGuard is vendor compliance software for tracking Certificates of Insurance (COIs). It auto-reads COI PDFs, enforces your coverage requirements, sends expiry reminders, and gives vendors a free upload portal — built for property managers, general contractors, and facilities teams.
- How is CertGuard different from COI Tracker or VendorCover?
- Budget COI tools ($29–49/mo) focus on storage and reminders. CertGuard adds smart PDF extraction, compliance rules that flag under-insured vendors, additional insured verification, CSV/PDF audit exports, and Zapier webhooks — at $59–129/mo, still far below enterprise platforms.
- Do I need to talk to sales?
- No. Sign up online, complete onboarding in about 5 minutes, and start tracking vendors immediately. Enterprise tools like Jones, TrustLayer, and myCOI typically require demos, custom quotes, and annual contracts.
- Does CertGuard read COI PDFs automatically?
- Yes. Upload a COI and CertGuard extracts expiry dates, general liability limits, workers comp, auto liability, and additional insured endorsements. You can always review and override extracted fields.
- Do vendors pay to use the portal?
- Never. Vendors upload documents through a secure link — no account, no subscription, and no fees on their end.
- Can I start free?
- Yes. The Free plan covers 5 vendors forever with no credit card. Every new account also gets a 14-day Pro trial with full PDF extraction, compliance rules, and up to 100 vendors. Paid plans start at $59/mo after trial.
- What happens when a COI expires?
- CertGuard sends automated reminders to you and the vendor at configurable intervals (default: 30, 15, 7, and 1 day before expiry). Expired or non-compliant documents are flagged on your dashboard so you can block site access before liability exposure.
- Does CertGuard integrate with Zapier or other tools?
- Yes, on Starter plan and above. Connect webhooks to Zapier, Make, or your own systems for events like document uploads, non-compliant COIs, and vendor status changes. Scheduled compliance summary emails are also available.
- Can I export compliance data for audits?
- Yes. Export a print-ready PDF compliance report or download a CSV spreadsheet with vendor status, expiry dates, coverage limits, and compliance issues — included on Starter plan and above.
- Can I cancel or close my account?
- Yes. Cancel a paid subscription anytime from Settings → Manage billing (Stripe). To permanently delete your organization and all data, use Settings → Close account. Team members can leave an organization without deleting the company account.