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 guideTravis
Diamond Flooring Starts Next Week
2 coverage gaps—we've reached out and resolved this before work begins.
- Emailed Vendor
- Verified with Insurance Broker
- Updated new COI in system
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.
29
field guides
5
operating tracks
3
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.
01
5 guides
For property managers
Build a defensible tenant and vendor insurance program across every property.
- 01COI Tracking for Property Managers: The Complete Guide
- 02How to Keep Tenants Insurance-Compliant Across a Portfolio
- 03Insurance Requirements in Commercial Leases: What Property Managers Should Require (+ Template Language)
- 04Vendor Insurance Requirements: A Property Manager's Checklist
- 05COI Requirements by Vendor Type: A Reference Guide for Property Teams
02
5 guides
For general contractors
Set subcontractor requirements, verify the full stack, and keep work moving.
- 01Subcontractor Insurance Requirements: What GCs Should Require (+ Template Language)
- 02COI Tracking for General Contractors: The Complete Guide
- 03How to Collect COIs from Subcontractors (Without Chasing for Weeks)
- 04Subcontractor Insurance Verification: Beyond Checking the Expiration Date
- 05OCIP vs CCIP: Wrap-Up Insurance Explained (and What It Means for COI Tracking)
03
5 guides
Templates & tools
Working spreadsheets, requirement exhibits, request language, and review checklists.
- 01Free COI Tracking Spreadsheet Template (+ When You'll Outgrow It)
- 02Vendor Insurance Requirements Template (Free One-Pager)
- 03Certificate of Insurance Request Letter: Templates for Every Situation
- 04Insurance Requirements Lease Clause: Sample Language for Commercial Leases
- 05COI Review Checklist: The 60-Second Version and the Real One
04
7 guides
COI fundamentals
Understand what the certificate says, what the endorsements prove, and where risk hides.
- 01How to Read a Certificate of Insurance (ACORD 25): A Field-by-Field Walkthrough
- 02Additional Insured vs. Certificate Holder: The Difference That Decides Claims
- 03CG 20 10 vs CG 20 37: The Two Additional Insured Endorsements Explained
- 04Waiver of Subrogation, Explained in Plain English
- 05Primary and Noncontributory: What It Means and Why Your Contracts Require It
- 06Certificate of Insurance Expiration Tracking (and Why It's Not Compliance)
- 07What to Do When a Vendor's COI Is Non-Compliant: A Step-by-Step Process
05
7 guides
Comparisons
Compare the systems, service models, and follow-up work behind COI software.
- 01Certificate of Insurance Tracking Software: What It Should Actually Do (2026 Guide)
- 025 Compliance Depot Alternatives for Property Managers (2026)
- 03Best myCOI Alternatives in 2026 (Now That myCOI Is illumend)
- 04Best TrustLayer Alternatives in 2026
- 05Best Jones Alternatives in 2026 (for CRE and Construction Compliance)
- 06Best NetVendor Alternatives in 2026 (for Property Management Vendor Compliance)
- 075 Billy Alternatives for Construction COI Compliance (2026)
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
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.