Rex Automaton
Sample dataSample tracker
Vendor COI Compliance

An uninsured vendor's claim lands on you. Until something's watching.

Every plumber, roofer, and turn crew you dispatch is supposed to carry current insurance. The certificate lapses quietly, the job still gets scheduled, and if their guy gets hurt or floods a unit, the liability rolls up to you and your owner. Here's the tracker we run so that never happens.

Vendor insurance status, Harborline Property Co. watching daily
34
vendors tracked
5
expiring in 30 days
3
working uninsured now
$1.4M
coverage gap exposed
3 vendors are on active work orders with lapsed or missing coverage. Their COIs expired between 4 and 41 days ago and jobs kept getting assigned to them. Flagged below.
VendorTradeGeneral liabilityExpiresStatus
Larkmere Pipe & Drain Co.
on 2 open work orders
Plumbing$1M / $2MMar 14, 2026 expired 41d
Kestrelton Roofing Works
turn job scheduled Fri
Roofingnone on filenone no COI
Brightwater Air & Heat
on 1 open work order
HVAC$1M / $2MApr 20, 2026 expired 4d
Fernhollow Grounds Co.
Grounds$1M / $2MMay 09, 2026 expiring 15d
Quickturn Crew Sample LLC
Unit turns$1M / $2MMay 28, 2026 expiring 34d
Larkmere Volt & Wire
Electrical$1M / $2MNov 30, 2026 current
Tidewell Cleaning Co.
Janitorial$1M / $2MJan 18, 2027 current
How it runs on your vendors
01

Pulls your vendor list

One export of your vendors and their certificates. No new software for your team, no portal for the vendor to log into.

02

Watches every expiration

It reads each COI's expiration and coverage limits, then checks daily. Nothing to remember, nothing to file by hand.

03

Chases the gap before the job

Before a COI lapses it drafts the renewal request to the vendor and flags anyone uninsured, so an uninsured hand never gets dispatched.

Tracking it by hand

  • Certificates live in an inbox and a folder nobody opens
  • Expirations pass silently, and jobs keep getting assigned
  • You find out a vendor lapsed when a claim shows up
  • The owner asks who approved an uninsured vendor

With the tracker running

  • Every vendor's status is current, expiring, or flagged at a glance
  • Renewal chase goes out automatically before the lapse
  • An uninsured vendor gets held before dispatch, not after
  • You can show an owner the whole portfolio is covered

Send your vendor list and see it on your real certificates.

Export your vendors from whatever you run on and we'll build this same board on your actual COIs, so you can see exactly who's exposed right now. No system to switch, no cost to look.