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Subcontractor COI & Insurance Tracker · $19 Browse the collection
Quire Paper / Technical & professional / Subcontractor COI & Insurance Tracker
Never let a sub's coverage lapse on your site

Know who's covered, who's about to lapse, and who's missing coverage.

A certificate-of-insurance register that tracks every subcontractor's expiration dates and flags the problems for you. Type each policy's date once — the workbook figures days-to-expiry, marks who's expired, expiring soon, or missing a required policy, and totals it all on a compliance dashboard.

Available soon See what's inside
Instant download · Excel .xlsx · no macros40 subcontractors · GL, Auto, Workers Comp + Umbrella tracked per subExpired / expiring-soon / missing coverage flag themselves · live compliance dashboard
Subcontractor COI & Insurance Tracker cover

A lapsed COI is a claim waiting to land on you.
This is the register that catches it first.

The actual file

This is exactly what you download.

Subcontractor COI & Insurance Tracker — the actual workbook, full size
How it works

Type the dates. The register watches them.

One row per subcontractor, one dashboard, and a how-to — the coverage record every GC and project manager already needs to keep.

01

Track every policy

General Liability, Auto, Workers Comp, and Umbrella expiration dates, plus each-occurrence and umbrella limits — one row per subcontractor, all in one place.

02

Catch every lapse

Days-to-expiry figures itself from today's date. Rows turn amber within 30 days of the earliest required policy expiring, and red the moment one is expired or missing.

03

Track the endorsements

Additional Insured, Waiver of Subrogation, and Primary & Non-Contributory — the endorsements your contract requires — logged Yes/No and totaled on the dashboard.

04

See who's not compliant

The dashboard counts current, expiring-soon, expired, and missing-coverage subs, plus who's fully compliant — currently insured with the endorsements on file.

05

Pull the right subs first

A no-valid-coverage count surfaces the subs on your site right now without a required policy in force — the ones to stop before anyone else.

06

Keep it audit-clean

Every certificate is a dated record. Print or PDF the register for a safety audit, an owner request, or your project insurance file.

What's inside

Three working tabs. Zero macros. Every status a live formula.

  • COI Register40 rows: subcontractor, trade, the four policy expiration dates, limits, the three endorsement flags, and auto next-expiry / days-to-expiry / status with expired, expiring-soon, and missing-coverage highlighting.
  • DashboardNeeds-attention and no-valid-coverage counts, a coverage-status breakdown, endorsement totals, and an expiry horizon — every number a live formula from the register.
  • How to UseQuick-start, the sheet-unlock password, and exactly how status is defined. An insurance-tracking tool — always confirm coverage with the issuing agent and your contract.
Inside Subcontractor COI & Insurance Tracker
Get it now
$19 · one-time

Subcontractor COI & Insurance Tracker

$19, once. Built on the same live-expiration engine as our License Tracker, aimed at construction insurance compliance. Cross-sells with Job Costing, Bid & Estimate, the Payment Application, and Submittal & RFI in the coming Contractor Office Pack.

Available soon
Instant download · Personal/single-business license · An insurance-tracking and documentation tool — not insurance or legal advice, and it does not verify coverage.
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