COI tracking software
COI tracking software built for general contractors
Automatically collect certificates of insurance from every subcontractor, get alerts before they expire, and keep every project audit-ready without chasing anyone.
No credit card required · Cancel anytime
If you're a general contractor, you already know the drill: a sub promises to send their COI, three weeks go by, the job starts anyway, and now you're exposed. PaperBoss is COI tracking software that eliminates the chase. Send a link, the sub uploads in 60 seconds (no account needed), and you get notified 30/60/90 days before expiration.
Automated COI collection
Send a single upload link. Subs upload their certificate with no account, no login, no app. Every document lands in your secure vault, tagged and searchable.
30/60/90-day expiration alerts
PaperBoss watches every COI expiration date and emails both you and the sub before coverage lapses. No more surprise gaps mid-project.
Additional Insured verification
Flag COIs that are missing the AI endorsement or the wrong project listed. Catch coverage gaps before a claim exposes them.
Auto-Read AI field extraction
Every uploaded COI is read automatically. PaperBoss extracts carrier name, policy number, expiration dates, coverage limits, and endorsement details — no manual data entry required.
Audit-ready CSV export
Export every sub, every COI, every expiration date in one CSV. Hand it to your insurance auditor and close the WC audit in minutes.
How it works
Add your subs
Import a list or add subs one at a time. Takes under a minute per sub.
Send upload links
PaperBoss emails each sub a frictionless upload link. No account, no app download.
Track and stay alerted
Your dashboard shows who’s compliant, who’s expiring, and who hasn’t uploaded yet.
Frequently asked questions
What is COI tracking software?
COI tracking software automates the collection, storage, and expiration monitoring of Certificates of Insurance from vendors or subcontractors. For general contractors, it replaces the spreadsheet + email chase with a single dashboard showing who’s compliant and who’s about to expire.
How is PaperBoss different from Billy, myCOI, or TrustLayer?
PaperBoss is built for small and mid-size GCs who need simple, transparent pricing. Billy and myCOI have high vendor minimums and enterprise pricing. PaperBoss starts at $29/mo with no minimum, and subs upload through a link with no account required.
Do subs need to create an account?
No. Subcontractors receive a secure upload link and upload their COI in under a minute. No login, no app, no password reset emails.
How much does COI tracking software cost?
PaperBoss starts at $29/month for the Starter plan, with Pro at $79/mo and Business at $149/mo. All plans include a 14-day free trial with no credit card required.
Can I track W-9s and WC exemptions too?
Yes. PaperBoss tracks COIs, W-9s, Workers’ Comp exemptions, and custom document types, all from the same dashboard.
Ready to stop chasing COIs?
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