01
Collect
Drop in documents or send a free upload link to vendors and employees.
Built for general contractors & property managers
SiteCOI: stop chasing expired COIs.
Stay ahead of missing credentials.
Read subcontractor insurance documents and employee licenses, flag coverage gaps, and stay ahead of expirations — in one compliance register.
14-day trial on Register & Portfolio. Done-for-you setup included if needed, at no extra charge.
- Subcontractor COIs
- Employee credentials
- Job-site requirements
FROM DOCUMENT TO DECISION
Less retyping. Less chasing. More visibility.
See how SiteCOI connects document collection, AI-assisted verification, project compliance, and reporting.
Know what needs attention. Before the job starts.
COIs, employee licenses, and safety certifications in one live register.
- Active, expiring, expired, and missing documents
- Coverage and endorsement gaps
- Contacts and documents together
ON FILE DOESN'T ALWAYS MEAN COMPLIANT
A current COI can still leave a gap.
Compare what's on the certificate with what your project requires — not just whether the date is current.
Coverage limits
General liability, auto, umbrella, and workers' comp.
Required endorsements
Additional Insured and Waiver of Subrogation.
Human verification
Check Expected vs. Actual beside the source document, then edit a deficiency email before sending.
General Liability · Example review
Subcontractor certificate vs. job-site requirements
RequirementExpectedOn document
GL per occurrence$1,000,000$500,000
Below minimum
Additional InsuredRequiredNot confirmed
Needs review
Policy expirationCurrentIn date
Current
Review the source. Draft the deficiency email.
INSURANCE + EMPLOYEE CREDENTIALS
Two kinds of contacts. One clear register.
Subcontractors & vendors
The companies working on your sites
Certificates of insurance
GL, auto, umbrella — carriers and policy numbers
Workers' comp certificates
Coverage proof per sub
Business licenses
State and local permits
Bonding
Surety and performance bonds
Employees
The people on your payroll
Trade licenses
Electrical, plumbing, HVAC — state and municipal
OSHA & safety certifications
OSHA 10/30, fall protection, confined space
Commercial driver's licenses
CDL endorsements, DOT medical cards
Equipment operator cards
Crane, forklift, aerial lift
A CONNECTED WORKFLOW
From the first upload to the next renewal.
02
Read & verify
AI fills in the details. Your team checks the source and confirms the record.
03
Track & follow up
See compliance by contact and job site. Keep upcoming renewals visible.
Before expiration
90days
Reminder window
60days
Reminder window
30days
Reminder window
7days
Reminder window
Overdue follow-ups and a Monday summary keep outstanding documents visible.
Rather have us get you started? Done-for-you setup is included if needed.
Put a number on the paperwork
Adjust the numbers to match your process.
Vendors + employees
Chasing and checking documents
Whoever does this work
$
Monthly manual-tracking cost
17.3 hrs
Time spent per month
$693
Value of that time
Estimate based on your inputs, not a promise of savings.
More than a spreadsheet. Not a contract platform.
Document reading, compliance checks, and renewal tracking — alongside your existing contract tools.
Every COI and certification in one register
- Spreadsheet
- Partly
- Storage tool
- Yes
- SiteCOI
- Yes
Expiration status calculated for you
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Reminders before a document lapses
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Details read off the document, not retyped
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Upcoming expirations surfaced automatically
- Spreadsheet
- No
- Storage tool
- No
- SiteCOI
- Yes
Contract redlining, e-signature, clause search
- Spreadsheet
- No
- Storage tool
- Yes
- SiteCOI
- No
A spreadsheet can hold the same dates. It just never tells you when one passes.
Who this is for
Built for people answerable for other people's paperwork.
Built for
- General contractors holding subcontractor COIs as a condition of payment
- Property managers tracking vendor insurance across a portfolio
- Safety and HR managers tracking OSHA cards, licenses and CDLs
- Anyone asked for current certificates by an owner, carrier or auditor
Not built for
- Solo contractors tracking only their own license and insurance
- Teams that need contract redlining, e-signature or clause search
- General document management
Pricing
Register and Portfolio start with a 14-day free trial — cancel before it ends and you are not charged. Tiers differ only by how many contacts you track; extraction, reminders, users and storage are the same on every plan.
Register
$199/month
14-day free trial
Up to 50 tracked contacts
- 1 active project or job site
- Email support
One property portfolio or a single active jobsite.
Need help getting started? The SiteCOI team can set up your employees and vendors so they're tracked.
Portfolio
Most common$299/month
14-day free trial
Up to 200 tracked contacts
- Unlimited projects and job sites
- Email support
Multiple sites or a full subcontractor bench.
Need help getting started? The SiteCOI team can set up your employees and vendors so they're tracked.
Enterprise
$399/month
Up to 750 tracked contacts
- Unlimited projects and job sites
- Customer support 7 days a week
Regional GCs and multi-portfolio management companies.
Need help getting started? The SiteCOI team can set up your employees and vendors so they're tracked.
Included on every plan
- Unlimited documents per contact
- Automatic detail extraction on every upload
- Reminders at 90/60/30/7 days and daily past due
- Unlimited users on your team
- Document storage and audit export
Above 750 contacts? Book a demo for a tailored quote. Done-for-you setup is included with every account if needed, at no extra charge.
Frequently asked questions
Extraction accuracy, data security and pricing.
See your own register before you buy
Bring a certificate from your files. See how document reading, coverage checks, and renewal tracking fit your team — or start your 14-day trial.
Already set up? Sign in to your register. Questions? contact@sitecoi.com