Make it easy for your subs.
A private upload link works on their phone. No passwords to remember or accounts to create.
Less chasing.
More building.
Collect COIs and W-9s, review the details, and stay ahead of renewals. Built for general contractors.
Harbor House/ Sample project
A clearer view.
A human decision.
AI brings the important fields into view. You check the certificate and make the call.
Always a person in the loop
COI · SAMPLE DOCUMENT
Certificate of
Liability Insurance
Westline Electric
PolicyholderWestline Electric LLC
Policy numberGL-482061
General liability$1,000,000
Aggregate$2,000,000
EffectiveOct 14, 2026
ExpiresOct 14, 2027
Illustrative data1 of 1
Ready for your review
Westline ElectricNeeds review
General liability · COI
- Each occurrence
- $1,000,000
- Aggregate
- $2,000,000
- Expiration date
- Oct 14, 2027
Confirmed by your team
An easier way
to send documents.
Your sub opens a private link and uploads the documents from their phone. That’s it.
Built for the way subs work
CoiLoop
Let’s get your
documents in.
Requested for Harbor House
Westline Electric LLC
Add your certificatePDF, JPG, or PNG
Private link. No account needed.
Everything in one request.
Certificate of InsuranceGeneral liability
RequestedW-9Taxpayer information
RequestedFiles land in the project record, ready for your team to review.
Before it expires,
it’s on your radar.
Track the next renewal in your dashboard. With Pro, reminders go to subs and their brokers, too.
Email reminders on ProWestline Electric · Next renewal
General liability expires October 14, 2027
90 daysFirst reminder
60 daysFollow up
30 daysCheck in
7 daysFinal reminder
Oct 14Expiration
Explore the workflow. All project data here is fictional.
Free for 20 subs. No card required.Built for the field office.
COI collection, review & renewal.No logins for subcontractors
A human behind every approval
Documents stored privately
Your day has
enough moving parts.
Give certificates, W-9s, and renewal dates a home outside your inbox, so your team can find what needs attention.
Keep the record together.
Documents, project requirements, and review decisions stay connected, so your team has the context.
See what needs attention.
Find missing documents and upcoming expirations without opening another spreadsheet.
A clearer path
from request to renewal.
A simple loop that keeps the document, the decision, and the next step together.
Request.
Add your subcontractor and send a private link for the documents your project needs.
See the requestCollect.
Your sub uploads a COI or W-9 from their phone. No account stands in the way.
Review.
AI prefills certificate details. You check the information against your requirements and approve.
Try the reviewRenew.
Expiration dates stay visible. Pro adds email reminders for your subs and their brokers.
See remindersStart with the next project.
Room to grow from there.
Start collecting documents for free, then add Pro when you need more room.
Free
For your first project$0/ month
Free for up to 20 subcontractors.
Start free- 20 subcontractors · 1 project · 1 user
- No-login COI and W-9 uploads
- AI-prefilled review with human approval
- In-app GL and workers’ comp date tracking
- Subcontractor roster CSV export
Pro
For the whole operation$24/ month
Billed monthly. Cancel anytime.
Explore Pro- Everything in Free
- Unlimited subcontractors, projects, and seats
- GL and workers’ comp expiry email reminders
- Team roles and activity history
- Work-period audits and document exports
A few things
worth knowing.
Straight answers before you collect your first certificate.
Do my subcontractors need an account?
No. They open a private link and upload the requested documents from their phone or computer. No login or password is needed.
Does AI approve certificates?
No. AI prefills the review with details from the certificate. Your team checks the source document, confirms the information, and makes every approval decision.
Will CoiLoop remind subs before a policy expires?
All plans include in-app expiration tracking. Pro adds email reminders at 90, 60, 30, and 7 days before expiration, with the option to include the subcontractor’s broker.
Does a document approval verify active coverage?
No. CoiLoop organizes documents and review decisions. It does not provide carrier-direct or live policy verification, insurance advice, or certification of coverage.
Can I export records for an audit period?
Record each subcontractor’s work periods on either plan. On Pro, choose an audit date range and export the matching roster with relevant retained certificates. Unknown work dates and gaps in certificate evidence are flagged for review. Reconcile the report with your job or payment records; CoiLoop cannot recreate missing history or certify coverage.
How are the documents protected?
Documents are stored privately and opened through short-lived signed links. Company data is isolated so each organization can access its own records.
Keep the paperwork moving.
Get back to building.
Start free with 20 subcontractors and your next project.