Vendor COI tracking for facilities
Every vendor in your buildings, insured and on file.
For campuses, schools, hospitals and corporate facilities. Vendors upload their certificates from a link, Certy checks each one against your requirements, and renewals get chased automatically.
From $49/month · Vendors never need an account · 30-day money-back guarantee
- General liability$1M / $2M
- Auto liability$1M CSL
- Additional insured on GL
- Auto expiresin 19 days
- Vendor emailed with the fix list · just now
Illustration with example data
Why it matters
A certificate on file isn’t a certificate in force.
Dozens of vendors, one coordinator
HVAC, janitorial, elevator, fire and life safety, pest control, landscaping. Each one has a certificate that expires on its own schedule.
Procurement says “on file”
The certificate was collected at onboarding three years ago. Nobody has looked at it since.
Risk management asks for a report
Which vendors working in our buildings are currently insured? The answer shouldn’t take a week.
Every vendor, one screen
Answer risk management in ten seconds.
Every vendor gets a status from their latest COI (compliant, expiring, expired, not compliant or missing) with the reason spelled out.
Start tracking vendorsCompliant
41Expiring ≤ 30d
5Missing
2How it works
Set it up once. Stay current.
Set your vendor requirements
The limits and endorsements in your vendor agreements: GL, auto, umbrella, workers’ comp and additional insured.
Send every vendor a link
Each vendor gets a private upload page that lists exactly what you need. No account required.
Keep every vendor current
Every COI is read and checked, and vendors are reminded before anything lapses.
Coverage timeline
Every vendor renewal, months ahead.
Fair questions
What facilities teams ask first.
“Procurement already collects COIs.”
At onboarding, usually. Certy keeps them current after that: it reads each renewal, checks it and chases the vendors who don’t send one.
“Our CMMS has a vendor record.”
Keep it. Certy is the place where the certificate is actually read and checked, with a status your team can see at a glance.
“We have strict data requirements.”
Certificate files are private and only accessible to your account. You can export all your data at any time.
Done for you
Send us your COIs. We’ll set you up.
Starting is the hard part. Email us the certificates you already have — a folder, a zip, a messy inbox export — and we’ll load your first 50 vendors, set your requirements with you, and send their upload links. Free with any plan.
- Your first 50 vendors loaded for you
- A short call to match your contract’s insurance requirements
- Upload links sent to every vendor on day one
- 30-day money-back guarantee
Features
Everything you need to stay covered.
Reads any COI
PDFs and phone photos of ACORD 25 certificates, with policies, limits, dates and endorsement boxes extracted.
Checks your requirements
Plain-English reasons when a certificate falls short, including the certificate holder name.
Renewal reminders
Automatic emails before coverage lapses, and weekly while a COI is missing or not compliant.
Vendor upload links
Add the link to your vendor onboarding packet so renewals come back to the same place.
One view across sites
Filter to vendors that are expiring, expired or missing before risk management asks.
Bulk import
Paste your vendor list and request certificates from everyone at once.
Pricing
Priced by vendors, not by square feet.
Every plan includes vendor upload links, reminders and compliance checks.
Starter
For small crews and single properties.
- 25 active vendors
- 50 AI certificate reads / month
- Vendor upload links — no login for vendors
- Automatic expiry & missing-COI reminders
- Compliance check against your requirements
Growth
For busy GCs and growing portfolios.
- 150 active vendors
- 300 AI certificate reads / month
- Vendor upload links — no login for vendors
- Automatic expiry & missing-COI reminders
- Compliance check against your requirements
Pro
For large subcontractor and vendor lists.
- 500 active vendors
- 1,000 AI certificate reads / month
- Vendor upload links — no login for vendors
- Automatic expiry & missing-COI reminders
- Compliance check against your requirements
30-day money-back guarantee — if it isn’t right for you, we refund your first payment.
FAQ
Questions, answered.
- 01
Which facilities teams use Certy?
Facilities and operations teams at schools and universities, hospitals and clinics, corporate campuses, manufacturing plants, and multi-site retail.
- 02
Which vendors should we track?
Anyone who works in or on your buildings: HVAC, electrical, plumbing, elevator, fire and life safety, janitorial, security, pest control, landscaping, snow removal and contractors on capital projects.
- 03
Do vendors need an account?
No. Each vendor gets a private upload link that lists your requirements and accepts a PDF or photo of their certificate.
- 04
Can you set it up for us?
Yes. Email us your current COIs and we’ll load your first 50 vendors, set your requirements and send their upload links. Free with any plan.
Know which vendors in your buildings are covered today.
Send your first upload link in minutes, or email us your COIs and we’ll do it. 30-day money-back guarantee.
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