A field guide to COI compliance.

Practical guidance for the people who set insurance requirements, review certificates, and follow exceptions through to correction.

Browse the field guide

Diamond Flooring starts next week. Travis finds that the general liability limit needs an increase and the additional insured is not listed, emails the vendor, verifies coverage with the insurance broker, and updates the new COI in the system before work begins.

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field guides

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operating tracks

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downloads ready to use

Find the answer. Then use it.

Choose the work in front of you. Every guide is built around a decision, a document, or a next step—not a glossary definition.

Guidance ends. Travis keeps going.

The library shows what good verification requires. Travis performs it against your documents, contacts the vendor, tenant, subcontractor, or broker, and checks the replacement when it comes back.

Tenants and vendor insurance, tracked end to end

Diamond Flooring has an upcoming coverage expiration date

in motion

Email

To vendor

Your renewal is missing the required endorsement.

Phone

Broker call

Requirements confirmed. Correction in progress.

Text

From vendor

Updated certificate sent — can you confirm?

Let Travis do the checking and chasing.

Start with real certificates and real requirements. Travis will show what is missing and stay with the correction.

Start free. Paid plans include COI tracking and Travis actions.