Request
Specify the evidence and project context the reviewer expects.
GCProofUse free toolsCOI TRACKING FOR GENERAL CONTRACTORS
COI Tracking Software for General Contractors
Plan a COI tracking workflow for general contractors that separates certificate requests and expiration follow-up from insurance review decisions.
THE COORDINATION GAP
An unexpired certificate is not the same as confirmed contract compliance. Construction teams need both reliable follow-up and a clear boundary between evidence tracking and coverage review.
WHAT THE WORKFLOW SHOULD DO
Make status clear without hiding the judgment
- 01Track requested and received certificates
- 02Plan expiration follow-up before the deadline
- 03Separate administrative status from coverage approval
Track
Keep expiration and missing-item follow-up visible to the coordinator.
Escalate
Send the evidence and exceptions to the qualified reviewer—not an algorithm.
CONSTRUCTION USE CASES
Keep each administrative signal tied to the decision it supports
Request context
Connect each request to the subcontractor, project, trade, contract requirement, due date, and person responsible for follow-up.
Expiration workflow
Schedule administrative reminders before an evidence date without treating a renewed certificate as automatic acceptance.
Reviewer status
Track needs review, exception, and accepted-by-reviewer independently from requested, received, and current-date states.
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