COI tracking for general contractors
Clear COIs.
Clear crews.
Collect, review, and renew subcontractor insurance without chasing files across inboxes, folders, and spreadsheets.
Free
20 subcontractors
No logins
for subcontractors
Human review
on every approval
One record
through every renewal
The spreadsheet knows a date. The job needs an answer.
CoiLoop connects the certificate, project requirements, approval decision, and next renewal in one record.
One link replaces the portal conversation.
Ask for exactly what the project needs.
COI, W-9, and exemption documents arrive through the same private request.
Keep the burden off the sub.
They upload from a phone. No account, app, or password is required.
The CoiLoop workflow
Faster review. Your decision stays human.
AI organizes the certificate facts. Your team compares them to the project and records the final call.
Request
Send one private link for every document the project requires.
Collect
Subs upload from a phone with no account and no portal password.
Review
AI prefills the facts. Your team confirms the final decision.
Renew
Upcoming expirations return to view before work is interrupted.
Every review leaves a trail.
Keep the certificate, requirements, notes, and approval history together. When the owner or auditor asks, the record is already there.
Private
Short-lived document links limit access.
Traceable
Review decisions stay in the activity history.
Simple pricing
Start free. Upgrade when the work grows.
No demo gate or setup fee. Move up when you need unlimited projects, subcontractors, and seats.
Free
$0
20 subs, 1 project
Pro
$24
per month, unlimited
Questions before the first upload.
- Do subcontractors need an account?
- No. They open a private link on their phone and upload the requested documents without signing in.
- Does AI approve certificates?
- No. AI prefills the review. Your team confirms the information and makes every approval decision.
- What does CoiLoop track?
- COIs, W-9s, exemption documents, project requirements, review decisions, and policy expiration dates.
- How is data protected?
- Documents stay in private storage and are viewed through short-lived signed links. Company data is isolated with row-level security.
Give every COI a place to land.
Start with one project and bring the next renewal into the same loop.