Free · Checklist + requirements template
COI Tracking Checklist
Set insurance requirements by vendor type, review every certificate in 10 checks, and keep renewals and audits under control.
What's inside
- ★Insurance requirements by vendor type, for the US and Canada
- ★A 10-point certificate of insurance review checklist
- ★A renewal schedule and an audit-ready file list
Best for: Operations, risk and AP teams at companies that hire vendors and subcontractors
Before you startStep 1 · Requirements by vendor typeStep 2 · Review every certificate (ACORD 25 or CSIO)Step 3 · Track and renewStep 4 · Be audit-ready
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