The spreadsheet is quietly costing you jobs
If you're a small contractor, odds are your compliance system is a spreadsheet, a folder of PDFs, and a lot of hoping. It works — until it doesn't. A subcontractor's certificate of insurance expires, nobody catches it, and suddenly an uninsured crew is on your site or a general contractor is asking for proof you can't produce. Cells get overwritten, expiration dates are typed wrong, and there's no reminder when coverage lapses. Every hour you spend chasing paperwork is an hour you're not on the job — and one missed COI can cost you the next contract.
Automated expiration reminders that never sleep
Certadox replaces the spreadsheet with a single place to track every vendor's certificate of insurance, W-9, and license. As renewal dates approach, the platform automatically flags what's expiring and reminds the right people before coverage lapses — not weeks after. You stop watching the calendar by hand and start trusting a system that catches the gaps for you, so a lapsed certificate becomes something Certadox surfaces instead of something you discover after an incident.
AI-powered summaries so you can verify coverage in seconds
Reading a certificate of insurance line by line is slow and easy to get wrong. Certadox reads each document for you and produces a clear, plain-English summary of coverage types, limits, and expiration dates, so you can confirm a vendor is compliant at a glance. Instead of squinting at PDFs, you get an at-a-glance status you can trust — and a defensible audit trail of every upload, approval, and change, ready the moment a client, insurer, or auditor asks.
Expiration reminders
Automatic alerts before a certificate lapses — no manual calendar-watching.
AI-powered summaries
Coverage, limits, and dates extracted for you, so verifying a vendor takes seconds.
One source of truth
Every COI, W-9, and license in one place — no more scattered folders.
Built to scale from solo operator to growing team
You might be tracking a handful of vendors today, but compliance only gets harder as you win bigger jobs and add more subcontractors. Certadox grows with you: the same system that keeps a solo contractor organized handles a growing team with multiple project managers, dozens of vendors, and trade-specific requirements without missing a beat. Start free, get your certificates under control, and never let paperwork be the reason you lose a contract again.
Get your COIs under control — free
Move your certificates off spreadsheets and onto a system that tracks, verifies, and reminds automatically.
Get Started Free →