Free COI tracker template (Excel)
A free spreadsheet for tracking certificates of insurance, licenses and W-9s, with expiration dates that color themselves current, expiring or expired.
What’s in the tracker
- One row per document: COIs, endorsements, licenses, W-9s and safety certifications
- Days left and status (current, expiring, expired) calculated from the expiration date, with color coding
- Columns for carrier, policy number, general liability, auto, umbrella and workers’ comp limits
- An additional insured column and a column for which GCs have your current certificate, or which sub sent theirs
- Filters and a frozen header, ready for 500 rows. Works in Excel and Google Sheets
When the spreadsheet stops keeping up
A spreadsheet works until someone forgets to check it. TradeOwed reads the dates for you, sends reminders at 60, 30, 7 and 0 days, and resends renewals to every GC automatically. Try it free for 14 days.