COI tracking for property managers & contractors
CertShield reads vendor insurance certificates with AI, flags expired or insufficient coverage, and chases renewals automatically — so the liability never lands on you.
4
extra insurance forms the certificate alone doesn't prove
Staff check the front page and stop. The proof is on the attachments — CG 20 10, CG 20 37, waiver of subrogation, primary & non-contributory.
Send us 3 certificates and we'll check them free — no card needed. After that, from $99/month. Cancel anytime.
Checked on every certificate: Expiration dates, GL limits vs. your requirements, Workers' comp, CG 20 10 attached, CG 20 37 attached, Waiver of subrogation, Primary & non-contributory, Carrier name & NAIC #, Missing endorsement pages.
In plain English
You hire plumbers, roofers, electricians, landscapers and cleaners
Each one is supposed to carry insurance. If their insurance has quietly expired and they flood a unit, you get sued — not them.
Proof of that insurance is a one-page PDF called a certificate of insurance (a “COI”). Most companies collect them in email and track the expiry dates in a spreadsheet, by hand. CertShield reads those PDFs for you, tells you who is covered and who isn't, and emails the vendor to renew before it lapses.
Upload it, or just forward the email your vendor sent. You can also send the vendor a link and they upload it themselves — no account, no password.
Is the insurance still active? Are the amounts high enough? Are the extra forms attached? You get a plain green / amber / red answer, not a document to read.
When a policy is about to run out, we email the vendor and their insurance agent until a new certificate arrives. In English or Spanish.
That's it. No training, no setup project — forward a PDF and you get an answer.
Trust
CertShield launched in 2026. Rather than borrow someone else's logo or invent a testimonial, here is exactly what you get and what it costs against the incumbents.
— Shivanshu, founder. Free audits are capped at 10/day so this promise stays true.
What the alternatives cost
Researched public estimates — most hide pricing behind a demo
Jones
Enterprise, demo-gated
Certificial
Custom quote only
TrustLayer
Annual contract
myCOI
Outsourced review team
SmartCompliance
Annual contract
CertShield
Monthly, no lock-in, pricing on the page
This is where the testimonials will go. Take a seat and yours is the first one on the page.
Today vs. with us
Most teams track vendor insurance in email and spreadsheets. That works until a lapse, a lawsuit, or an owner audit.
Today
Spreadsheet and inbox
With CertShield
Checked, chased, and filed
The part everyone misses
A certificate is a summary page. The wording that actually protects you lives on separate forms attached behind it — and that's the part busy staff skip. These are the four questions we answer on every certificate, on every plan.
How it works
From intake to audit trail — endorsements included, you approve every publish. Watch it run, or step through yourself.
Step 1 of 7
What's included
Collecting the documents, checking them, chasing the renewals, and keeping the proof — all in one place.
Every field gets a confidence score. If anything is below 90%, or any check fails, a person looks at it next to the original PDF before you ever see a result. Nothing is ever approved silently.
Reminder emails go to the vendor and to their insurance agent — the agent is usually the one who actually sends the certificate. English and Spanish, live today. Text-message reminders are coming soon.
Vendors get a link and upload from their phone — no account, no password to forget. Or they email the certificate to your own CertShield address and it lands in the same place.
Set different insurance requirements per building or per job, then hand over a clean report PDF. Everything is already collected and dated.
Full packaging by plan — see Pricing. Native AppFolio / Buildium sync is coming soon; CSV and email-in work today.
Built for
Same liability, different pressure. Pick the one that sounds like your week.
A vendor's GL lapses, they do a turn on unit 4B, and the claim lands on your E&O. Meanwhile an owner wants proof of compliance by Friday.
Per-property requirements and owner report PDFs, ready before they ask.
Get my free auditYour GL carrier audits you on your subs' coverage, and every project owner writes different additional-insured wording. Subs churn every season.
Endorsement checks per project, so a sub never gets dispatched uninsured.
Get my free auditStraight talk
Mid-term cancellations aren't broadcast by carriers — no tool can guarantee catching a silent cancellation. We mitigate via agent confirmations, notice-of-cancellation endorsements, and re-verification on every new cert.
What we do
Built into every workflow
What we don't
No overselling — by design
Pricing
Live in a day. Cancel anytime. Free 3-cert audit included.
Starter
25 vendors
$99/mo
Pro
100 vendors
$249/mo
Business
Unlimited
$499/mo
FAQ
Free 3-cert audit — no card required. Or start at $99/mo today.
Live in a day. No annual contract.