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COI Keeper

Forward the certificate. We'll handle the rest.

Forward the email your sub sent. COI Keeper reads the dates and limits for you, reminds your subs before coverage lapses, and gives you an audit-ready report showing every sub was covered. No typing.

For general contractors working with 5 to 100 subs. Founding members get 50% off for life.

Forwarded email

From
mike@baysideplumbing.com
To
coi+harbor@in.getcoikeeper.com
Subject
Fwd: Renewed COI

Here's our updated certificate for this year.

ACORD25_Bayside.pdf

Read from certificate

No typing

Bayside Plumbing LLC

  • General liabilityExp Mar 14

    $1,000,000 each occurrence

  • AutoExp Mar 14

    $1,000,000 combined single

  • Workers' compExp Jan 2

    Statutory

Confirm

Subcontractors

  • Bayside Plumbing

    Confirmed just now

    Covered

  • Summit Drywall

    Auto expires in 12 days

    Expiring

  • Ridgeline Electric

    GL expired 5 days ago

    Expired

The problem

Tracking certificates by hand doesn't hold up.

  • The spreadsheet finds out too late

    You learn a policy lapsed when there's a claim, an audit, or an owner asking for proof.

  • Chasing subs eats your week

    Calling and emailing for renewed certificates is admin work nobody signed up for.

  • Audits charge you for gaps

    If you can't prove a sub was covered, your insurance auditor can charge you extra premium on what you paid them.

How it works

Four steps. No typing.

  1. Step 1

    Forward the email

    Send the certificate your sub emailed you to your COI Keeper address. A phone photo works too.

  2. Step 2

    It's read for you

    Policy types, limits and expiration dates are filled in automatically. You confirm with one click. No typing.

  3. Step 3

    Subs get reminded

    Automatic emails 30 days, 14 days and on the day a policy expires, with a link to upload the renewal.

  4. Step 4

    Audit-ready, any time

    One report shows every sub was covered for the policy period, with the certificates attached.

Pricing

Simple, flat pricing.

2 months free with annual

Crew

For smaller crews and growing shops.

$29/month

  • Up to 25 subs
  • Forward-by-email with automatic reading
  • Reminders to subs
  • Audit report

Company

For GCs running several jobs at once.

$59/month

  • Up to 100 subs
  • Everything in Crew
  • Up to 5 team members

Billed monthly. Cancel anytime. Founding members lock in 50% off for life.

Entry-level COI compliance software typically runs $800–$2,000 a year, plus setup.

FAQ

Common questions.

Stop tracking certificates in a spreadsheet.

Join the waitlist for early access. Founding members get 50% off for life.