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What is CertChase?

CertChase is an intuitive online platform specifically designed for general contractors and remodelers, enabling them to effectively manage subcontractor certificates of insurance (COIs) and trade licenses. Users can conveniently import subcontractor details through spreadsheet copy-pasting or by uploading CSV files, set deadlines for document submissions, and generate unique upload links for subcontractors, all without the need for those subcontractors to create an account. The platform utilizes advanced technology to extract critical data from uploaded PDF documents, identifies any missing, expired, or inadequate coverage papers, and sends automatic email reminders until all compliance standards are fulfilled. Moreover, a detailed status board offers a snapshot of subcontractors' compliance, highlighting those who are current, those with upcoming expirations, and those needing additional follow-up. With an option for a shareable view and a weekly summary, teams managing projects and operations can efficiently monitor all necessary documentation. This service is particularly ideal for teams that wish to handle vendor compliance in-house rather than outsourcing the review process, thus ensuring enhanced oversight and organizational efficiency. Furthermore, the platform’s user-friendly design allows for seamless collaboration among team members, making it an indispensable tool in the construction and remodeling industries.

What is COI Tracker?

The task of collecting, verifying, and reporting on Certificates of Insurance (COIs) may lack excitement or glamour, but it plays a crucial role for organizations seeking to reduce the risks posed by potential claims and lawsuits that could severely disrupt their operations. COI Tracker is designed to ease the burden of gathering and validating COIs, allowing us to manage this responsibility on your behalf with precision. Our primary objective is to provide exceptional COI tracking services specifically tailored for your business. By choosing our comprehensive tracking solutions, you can eliminate the time-consuming processes of making phone calls, pursuing responses, and repeatedly sending out emails for certificate requests. Furthermore, we take care of monitoring renewal dates, relieving you of that additional responsibility. Vendors and subcontractors frequently comment on how simple and efficient it is to submit their COIs with COI Tracker. While our automated system enhances the overall experience, we remain readily available for support should you need it, ensuring that your needs are addressed promptly. This approach not only fosters operational efficiency but also grants your organization invaluable peace of mind, knowing that your COI needs are in capable hands. We prioritize both reliability and customer satisfaction, making COI Tracker a trusted partner for your business.

Media

Media

Integrations Supported

Integrations Supported

Citizen RIMS

API Availability

API Availability

Has API

Pricing Information

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

CertChase (gocertchase.com)

Company Location

United States

Company Website

gocertchase.com

Company Facts

Organization Name

COI Tracker

Company Location

United States

Company Website

coitracker.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives