COI tracking guides for general contractors
Clear, practical answers to the questions general contractors ask about subcontractor insurance—what to require, how to track certificates of insurance, and how to keep coverage from lapsing mid-project. Free to read, no sign-up required.
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Each guide is a self-contained walkthrough—skim the summary or read the full checklist.
Subcontractor insurance requirements: a checklist
The coverages, limits, and endorsements general contractors should require from every subcontractor—plus a verification checklist.
Read the guideHow to track certificates of insurance (COIs)
A step-by-step system for collecting, verifying, and monitoring subcontractor COIs so coverage never lapses on an active job.
Read the guideCOI tracking spreadsheet template (and why it breaks)
The columns a COI tracking spreadsheet needs, a starter layout, and the limits that make a spreadsheet risky at scale.
Read the guideWhat is COI tracking?
A plain-English definition of certificate-of-insurance tracking: what it is, why it matters, and how it protects contractors from uninsured risk.
Read the guideHow COI tracking works
The end-to-end workflow of COI tracking—from collecting certificates to grading, verifying endorsements, and monitoring expirations.
Read the guideCOI tracking checklist
A practical, printable checklist for collecting, verifying, and renewing every subcontractor and vendor certificate of insurance.
Read the guideConstruction COI requirements by state
How certificate-of-insurance and coverage requirements vary by state for construction—workers’ comp rules, limits, and what to standardize.
Read the guideVendor insurance compliance: the complete guide
How to build a vendor insurance compliance program: setting requirements, collecting COIs, verifying coverage, and staying audit-ready.
Read the guideHow general contractors track insurance
The real-world systems GCs use to track subcontractor insurance—spreadsheets, brokers, and software—and the trade-offs of each.
Read the guideWhy expired COIs cost contractors millions
How a lapsed certificate turns into denied claims, uninsured losses, and EMR damage—and how to close the expiration gap.
Read the guideExcel vs. COI tracking software
A head-to-head look at tracking certificates of insurance in a spreadsheet versus dedicated software—cost, risk, and scale.
Read the guideProcore COI tracking: options and gaps
How COI tracking works with Procore, what its insurance tools do and don’t cover, and how to fill the gaps.
Read the guideAutodesk Construction Cloud COI tracking
Tracking certificates of insurance alongside Autodesk Construction Cloud and BuildingConnected—capabilities and workarounds.
Read the guideBuildingConnected insurance tracking
What BuildingConnected offers for subcontractor insurance and prequalification—and where a dedicated COI tracker adds value.
Read the guideRMIS vs. COI tracking software
How a risk management information system differs from purpose-built COI tracking—and which one a contractor actually needs.
Read the guideBest COI tracking software (2026)
A ranked buyer’s guide comparing the leading certificate-of-insurance trackers for general contractors—free tiers, pricing, and setup side by side.
Read the buyer’s guidePut the guides into practice—for free.
Wardly collects your subcontractors’ COIs, grades each one A–F against your requirements, and watches for expirations—free forever, no sales call.
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