Skip to content

COI tracking software pricing

Transparent COI software pricing. Start free.

Pay for vendor capacity, not every PDF, correction, seat, or reminder. Every paid plan includes the same certificate and endorsement review, unlimited reads, and automated chasing. There is no setup fee, annual contract, or sales call between you and the product.

Check a COI first

Free plan · no card · cancel paid plans any time

Starter

$79/month

Up to 50 vendors

  • ✓ Unlimited certificate reads
  • ✓ ACORD 25 face and endorsement-page review
  • ✓ Coverage, limit, date, and requirement checks
  • ✓ Additional insured, waiver, and P&NC evidence
  • ✓ Automatic vendor and insurance-agent reminders

Growth

$149/month

Up to 150 vendors

  • ✓ Unlimited certificate reads
  • ✓ ACORD 25 face and endorsement-page review
  • ✓ Coverage, limit, date, and requirement checks
  • ✓ Additional insured, waiver, and P&NC evidence
  • ✓ Automatic vendor and insurance-agent reminders

Portfolio

$299/month

Up to 500 vendors

  • ✓ Unlimited certificate reads
  • ✓ ACORD 25 face and endorsement-page review
  • ✓ Coverage, limit, date, and requirement checks
  • ✓ Additional insured, waiver, and P&NC evidence
  • ✓ Automatic vendor and insurance-agent reminders

Prequal

$499/month

500 subcontractors + prequalification

  • ✓ Unlimited certificate reads
  • ✓ ACORD 25 face and endorsement-page review
  • ✓ Coverage, limit, date, and requirement checks
  • ✓ Additional insured, waiver, and P&NC evidence
  • ✓ Automatic vendor and insurance-agent reminders

What the free COI tracking plan includes

The free plan is permanent, not a timed demo. Track up to three vendors and run up to ten certificate reads per month without entering a card. Use the same requirement checks, endorsement review, and evidence-backed verdicts as a paid account, then upgrade only when the vendor list or monthly volume grows.

If you are still evaluating the category, start with the three certificates you trust least: a poor scan, a submission with several endorsement pages, and a certificate that previously created a contract dispute. A useful trial should prove what the software reads, not merely show a polished dashboard.

Every paid COI software plan includes the full workflow

  • Unlimited certificate reads
  • ACORD 25 face and endorsement-page review
  • Coverage, limit, date, and requirement checks
  • Additional insured, waiver, and P&NC evidence
  • Automatic vendor and insurance-agent reminders
  • No-login upload links
  • Unlimited team members
  • CSV import, export, and activity history

Starter, Growth, and Portfolio differ by active vendor capacity. Prequal adds the broader subcontractor packet: W-9s, licenses, OSHA 300A summaries, EMR letters, financial statements, and contract-to-requirements extraction. Subcontractors upload free through the same no-login link; they never buy a network membership to work with you.

How to compare COI tracking software prices

A monthly headline is not the whole cost. Ask whether corrected certificates create another charge, whether team seats or requirement templates are limited, whether endorsement review is included, and whether the quoted price requires annual billing or implementation services. CoverWarden publishes the complete path above: flat monthly pricing, unlimited reads and team members, self-serve cancellation, and no setup fee.

Also compare the work left to your team. A low-cost expiration tracker can be the right choice when you only need dates. If your contracts require additional insured status, waiver of subrogation, primary and non-contributory wording, or completed-operations forms, include the cost of manually opening and verifying those pages.

Choose by vendor count, then verify with your own documents

Starter fits a small business or single property team. Growth covers a larger vendor book without changing the feature set. Portfolio supports up to 500 vendors and includes API access for teams connecting compliance data to other systems. Prequal is for general contractors and owners who need the full qualification packet as well as COI tracking.

You can begin on Free and upgrade from the billing page when the evidence earns the spend. Existing records remain in place when you change plans.