Automate COI tracking in 4 steps
Stop chasing certificates and start managing compliance. COISafe handles the manual work so you can focus on your projects.
Request COIs with magic links
Send secure upload links to your subcontractors. No more chasing documents via email—they can upload directly to your secure portal.
AI extracts key data instantly
Our AI reads and extracts policy details, coverage limits, and expiration dates from uploaded certificates automatically.
Review and approve in minutes
Quickly review extracted data, verify requirements, and approve or reject COIs with one click from your dashboard.
Stay ahead of expirations
Get automatic alerts before certificates expire, with follow-up reminders to keep your compliance portfolio current.
Why contractors love COISafe
Secure document storage
SOC 2 compliant storage with encrypted transfers and role-based access controls.
Audit-ready reporting
Generate compliance reports instantly. Track status across all subcontractors in one view.
The benefits you'll see
Real results from teams using COISafe
Save hours weekly
Eliminate manual data entry and document chasing. Focus on what matters most.
100% compliance
Never miss an expiration again with automated alerts and reminders.
Ready to simplify COI management?
Start your 30-day free trial. No credit card required.