Upload the document
Drop in the PDF or a phone photo of the COI, license or certification card and file it against the employee or vendor it belongs to.
Compliance register for GCs & property managers
When a vendor's insurance lapses, it's your liability
The subcontractor's certificate expired in March. The roof leaked in June. The carrier denies the claim, and the exposure lands on your policy and your contract. SiteCOI tracks the expiration date on every certificate of insurance, trade license and safety certification you rely on, and tells you before it lapses — not after a claim or an audit finds it.
- Day reminders
- 90/60/30/7
- Expiring-soon window
- 30 days
- Employees + vendors
- 1 register
Day reminders
Expiring-soon window
Employees + vendors
A compliance gap is invisible until it costs you
Nothing breaks when a certificate expires. The sub still shows up. The work still gets done. The invoice still gets paid. The gap only surfaces at the worst possible moment — when a claim is filed, when your carrier audits your subs, when an owner asks for current certificates before releasing a draw.
By then the fix isn't a phone call. It's an uninsured loss, a failed audit, or a crew sitting idle while someone chases a renewal that should have arrived weeks earlier.
The COI folder goes stale
Certificates get emailed once at onboarding, filed, and never opened again until someone needs one.
Nobody owns the calendar
Renewal dates live in one person's spreadsheet, or in their head, and that person is on a jobsite.
Carriers cancel mid-term
A policy can lapse for nonpayment months before its printed expiration date, and nobody tells you.
Certifications expire quietly
An OSHA card or CDL medical card runs out and the employee keeps working on your site.
What SiteCOI tracks
Two kinds of contacts, each with the documents that actually carry an expiration date.
Employee
People on your payroll
Trade licenses
Electrical, plumbing, HVAC, mechanical — state and municipal
OSHA & safety certifications
OSHA 10/30, scaffold competent person, fall protection, confined space
Commercial driver's licenses
CDL class and endorsements, DOT medical cards
Equipment operator cards
Crane, forklift, aerial lift certifications
Vendor / subcontractor
Companies you hire
Certificates of insurance
General liability, auto, umbrella — with policy numbers and carriers
Workers' comp certificates
Coverage proof per sub, per policy period
Business licenses
State registration, contractor license, local permits
Bonding
Surety, license and performance bonds with expiration dates
How it works
Details are extracted
Carrier or issuing authority, policy or license number, and issue and expiration dates are pulled off the document. You confirm them before the record is saved.
Reminders go out automatically
Every record is watched. Notices go to you — and to the vendor or employee — at 90, 60, 30 and 7 days before expiration, then daily once it lapses.
See what manual tracking is costing you
Adjust the numbers to match your current process. The estimate shows the time your team spends chasing and re-checking documents every month.
Vendors + employees
Chasing and checking documents
Whoever does this work
$
Estimated monthly savings
17.3 hrs
Time saved per month
$693
Value of that time
That's before counting what a single unnoticed lapse in coverage could cost you.
Fewer things than a document system — done without anyone remembering
SiteCOI is not a contract management platform. It tracks expiration dates on compliance documents and chases them. That's the whole product.
Every COI and certification in one register
- Spreadsheet
- Partly
- Storage tool
- Yes
- SiteCOI
- Yes
Expiration status calculated for you
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Reminders before a document lapses
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Details read off the document, not retyped
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Nothing lapses because someone forgot to look
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Contract redlining, e-signature, clause search
- Spreadsheet
- No
- Storage tool
- Yes
- SiteCOI
- No
A spreadsheet can hold the same dates. It just never tells you when one passes.
Who this is for
Built for
- General contractors carrying a bench of subcontractors and holding their COIs as a condition of payment
- Property managers responsible for vendor insurance across a portfolio of buildings
- Safety and HR managers tracking OSHA cards, trade licenses and CDLs for a crew
- Anyone answerable when an owner, carrier or auditor asks for current certificates
Not built for
- Solo contractors tracking their own license and insurance — a calendar reminder does that for free
- Teams that need contract redlining, e-signature or clause search
- Companies looking for a general document management system
SiteCOI earns its price when you're accountable for other people's paperwork. If it's only your own, you don't need it.
Pricing
Tiers differ by how many contacts you track. Extraction, reminders, users and document storage are the same on every plan — there is no version of this product that watches your dates less carefully.
Register
$199/month
Up to 50 tracked contacts
One property portfolio or a single active jobsite.
Book a demoPortfolio
Most common$299/month
Up to 200 tracked contacts
Multiple sites or a full subcontractor bench.
Book a demoEnterprise
$399/month
Up to 750 tracked contacts
Regional GCs and multi-portfolio management companies.
Book a demoIncluded on every plan
- Unlimited documents per contact
- Automatic detail extraction on every upload
- Reminders at 90/60/30/7 days and daily past due
- Unlimited users on your team
- Document storage and audit export
Annual billing available. Above 750 contacts, we'll quote by portfolio.
Extraction accuracy and data security
See your own register before you buy
A 25-minute walkthrough with a real certificate of insurance from your files. We load it, extract the dates, and show you the reminder schedule it would produce. No trial signup, no credit card.
Already set up? Sign in to your register. Questions? contact@sitecoi.com