Stop tracking certificates of insurance (COI) manually
Eliminate manual data entry.
Keep everything together
Quickly visualize all vendors, subcontractors or contacts and who's missing COI in one central place. Know who's qualifed for the job.
Real time status tracking
The COI status is updated automatically and what you see in the dashboard and on the vendor list is the current status.
Automatic email reminders
Expiration Reminder will automatically send email and SMS text reminders keeping every one in the loop when COIs are about to expire. No more manually sending emails.
Flexible compliance rules to find out which vendors are compliant and which are non-compliant. Create compliance rule to validate insurance amounts and general aggregates againts provided General Liability, Workers Compensation, Automobile Liability, etc.
As many compliance rules can be added per position or client scenario.
One click compliance audit report
Create one click compliance audit reports for vendors based on different compliance scenarios.
Create certification paths for vendors based on jobs or projects that need to be followed to be compliant. Generate instant reports indicating who has what and what COI is missing.
Real time policy acceptance
Create vendor and subcontractor policies and send it to everyone for acceptance. Track in real time who has accepted, declined or requested an exception.
Upload copies of certifications
Upload attachments to vendor COIs like PDF or image files of the actual certificate. Don't go looking for those on shared drives or email attachments. Everything is in one place.
Track by job, location or site
Separate data by job, location or site and see reports by locations on how vendor certifications are doing.
View locations, jobs and sites in a map view to quickly find COIs.
Your data on the go
Take your data anywhere with the Expiration Reminder mobile app for iOS, Android and Windows 10. Allow employees to update their certifications and take pictures.
Self serve vendors
Allow vendors to self service by allowing them to update the expiration date of their certifications and upload copies and pictures of the new ones.
Over 10,000 people use Expiration Reminder
“I'm in love with Expiration Reminder. This is my new toy and I keep showing it to everyone in the office. I finally have a hold on expiration dates.”
“Every company should have Expiration Reminder. I don't have to spend hours on a spreadsheet anymore, I can see what needs attention in just one screen.”
“Expiration Reminder has greatly reduced the time I spent on email and on the phone following up with employees. The software does this for me.”
Tambee Staff Agency
The preferred tool for tracking expiration dates
Highly rated by customers all over the world