Certificate of insurance tracking
Certificate of insurance tracking for general contractors
Track every sub, every project, and every expiration date automatically. PaperBoss keeps your certificates of insurance current so you stay covered.
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A Certificate of Insurance is only protection if it\u2019s current and names you correctly. PaperBoss is purpose-built certificate of insurance tracking software for general contractors: collect certificates without chasing, get alerts before they expire, and verify each one includes the Additional Insured endorsement and project listing you need.
Continuous expiration monitoring
PaperBoss reads each certificate’s effective and expiration dates and alerts you at 90, 60, 30, and 0 days before expiration.
Additional Insured verification
Flag certificates missing the AI endorsement, wrong project listed, or incorrect coverage limits. Fix gaps before they become claims.
Per-project certificate binders
Group certificates by project. When a GC audit or owner request comes in, pull the binder in seconds.
Centralized secure vault
All certificates stored in an encrypted vault. Full history, searchable, downloadable, and permanent.
Auto-Read AI field extraction
Every uploaded certificate is read automatically. Carrier name, policy number, expiration dates, coverage limits, and endorsements are extracted and pre-filled for your review.
How it works
Request certificates
Add each sub and PaperBoss sends a secure upload link for their COI.
PaperBoss reads and tracks automatically
Auto-Read AI extracts policy dates, carrier info, and endorsements. You see a live compliance dashboard with everything pre-filled.
Stay covered
Get alerted before lapses. Export audit reports when you need them.
Frequently asked questions
What is certificate of insurance (COI) tracking?
COI tracking is the process of collecting, storing, and monitoring certificates of insurance from vendors or subcontractors to maintain continuous coverage. GCs use COI tracking software to automate collection, monitor expiration dates, and verify that each certificate meets contract requirements.
Why is COI tracking important for general contractors?
If a subcontractor is uninsured or their coverage has lapsed, liability can transfer to the general contractor. A single uninsured incident can cost more than years of COI tracking software, which is why most large GCs require active COI monitoring.
How often should COIs be checked?
COIs should be verified at the start of each project, then monitored continuously for expiration. PaperBoss sends automated alerts at 90, 60, 30, and 0 days before expiration.
Can PaperBoss verify Additional Insured endorsements?
PaperBoss surfaces an AI checklist on every certificate so you can confirm the endorsement is present, the project is listed, and the limits meet contract requirements.
How is this different from a spreadsheet?
Spreadsheets require manual data entry, manual reminders, and manual audit prep. PaperBoss automates all three, plus every document lives in a secure vault rather than someone’s email.
Keep every certificate current.
Every day without tracking is a day you’re exposed. One uninsured sub can cost you the whole job.
14 days free · No credit card