COI tracking for GCs & property managers

One uninsured sub shouldn't become your problem.

CrewCert collects, reads, and verifies every certificate of insurance — catches the fakes, flags real coverage gaps, and chases renewals automatically. So you always know exactly who's covered.

No credit card required · set up in minutes

Delgado Electric LLCCompliant
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%Compliant
  • Compliant142
  • Expiring soon14
  • Deficient5
  • 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
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.Deficient
General liability$500KBelow $1M
Workers' comp$500KValid
UmbrellaNot required
Coverage Assurance

Catch the fakes and the gaps others miss.

CrewCert reads the actual document — not just a checkbox. It flags doctored or altered certificates, impossible dates, limits that don't add up, and missing endorsements, and routes them to a human. The trust competitors can't match.

⚠ 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.

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 and scans.

2

We read & verify

Coverages, limits, and dates transcribed — fakes and gaps flagged.

3

You approve

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

4

We chase & fix

Renewals reminded, deficiencies auto-corrected with the broker.

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 60 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 certificates, projects, templates and users. You only pick a plan by how many vendors you track. 30-day free trial, no card.

Crew
$19/mo

Up to 25 vendors · 500 documents a month

Start free trial
Contractor
$49/mo

Up to 100 vendors · 2,000 documents a month

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, verify, and chase — so you never hold the risk.

Start your free trial