Issue No. 01 · SMB GC Edition
Stop chasing
subs for COIs.
COI Compass tracks every certificate of insurance from your subcontractors, sends renewal reminders before they lapse, and gives you a one-click audit trail—so a slip-and-fall lawsuit isn't how you find out a sub's policy expired in March.
per quarter
upload renewal
time-stamped
02 / 14 / 26
Northeast Surety Brokers
42 Trade St, Boston MA
Sullivan Plumbing & Heating LLC
118 Industrial Pkwy, Quincy MA
§ 02 · Why teams switch
Everything a GC needs.
Nothing an enterprise charges for.
Procore and myCOI are great if you have an enterprise budget. If your COI tracker is a Google Sheet and a sticky note, this is for you.
Before · Spreadsheet purgatory
- Sub_COIs_FINAL_v3_USE_THIS.xlsx
- “I emailed it last month, didn't you get it?”
- Six tabs of expired certificates from 2023
- Rolodex of insurance agents who never call back
- The lawsuit you can't defend
“I spent half of every Friday tracking COIs. Now I spend zero minutes.”
— what beta testers said
After · COI Compass
- Drop the PDF. AI fills 23 fields.
- Sub gets a renewal email at 30, 14, 7, 0 days.
- They upload via magic link. Done in 90 seconds.
- Every action time-stamped, exportable, defensible.
- Your Friday afternoon, back.
“Wait, that's it? That's the whole product?” — Yes. That's the point.
Auto-extract every field
Claude reads your ACORD 25 PDFs and pulls carriers, policy numbers, limits, and dates. No copy-paste, no typos, no $4/hr VA in the Philippines.
Average COI processed in under 12 seconds.
Never miss a renewal
Daily checks at 30, 14, 7, and 0 days. Subs upload renewals via a tokenized magic link — no account, no password, no friction.
They click. They drop. They're done.
Audit-ready history
Every COI, every reminder, every approval, time-stamped per sub. One click to show an auditor or your insurer that you were on top of it.
Print-ready. Litigation-ready. Sleep-ready.
§ 03 · The flow
Setup is eight minutes.
After that, it's on autopilot.
No data migration. No SSO setup. No 6-week implementation call from a customer success rep named Brayden. You add a sub, drop a PDF, and the rest is done.
- Day 1
Drop the COI PDF
Add a sub, drop the certificate. Or send them a magic link and let them upload it themselves — no account required.
01 - + 12s
AI extracts 23 fields
Carrier, policy numbers, effective and expiration dates, limits, additional insured language. Anything ambiguous gets flagged for your review, never silently guessed.
02 - Days 30, 14, 7, 0
Renewal reminders, automatic
We email the sub four times before expiry, escalating in tone. You get one digest a week. They click the link, drop the new PDF, you do nothing.
03 - Day ∞
Audit trail, forever
Every COI version, every reminder sent, every approval, every gap — time-stamped and exportable. The thing you'll wish you had if anything ever goes wrong.
04
§ 04 · What GCs are saying
Not a single
Friday afternoon wasted.
I run six active job sites and 38 subs. Before COI Compass, I had a Friday afternoon block on my calendar called 'COI hell.' I deleted it. The product just runs.
“Auditor came in for a workers' comp review last quarter. I clicked one button. He left in 22 minutes.”
“My subs hate logins. They love this. They click the link, drop the PDF, done. I don't get 'I emailed it' calls anymore.”
§ 05 · Pricing
Less than the lawsuit.
Less than your GC software, too.
14-day free trial on every plan. No credit card. Cancel any time by replying to an email — like a normal human.
Starter
Up to 25 subs
For the GC just getting off spreadsheets.
- AI-powered COI extraction
- Automated renewal reminders
- Magic-link sub upload portal
- Audit trail per sub
- Email support
14 days · no card
Growth
Up to 75 subs
Most GCs land here. The sweet spot.
- Everything in Starter
- Priority email support
- Bulk import via CSV
- Dashboard compliance summary
14 days · no card
Pro
Unlimited subs
For multi-PM shops with 100+ active subs.
- Everything in Growth
- Multiple team members
- Dedicated onboarding call
- Custom reminder templates
14 days · no card
01Do my subs need an account?
02What if I'm already on Procore or myCOI?
03Can I export my data?
04What if my COI isn't an ACORD 25?
05How do you handle additional insured language?
06Can I talk to a human?
§ 07 · Last call
Your subs' COIs
stop being your problem
in eight minutes.
Start a free 14-day trial. No credit card. If you don't save at least an hour a week in the first month, email me and I'll personally refund anything you paid afterward.