Help center
How to run your COI workflow.
Short, screenshot-by-screenshot guides for everything in COI Compass. Pick a topic, or send a teammate or subcontractor the exact page they need.
Getting started
Set up your workspace and tell COI Compass what coverage you require.
Set up your first COI roster
Import the spreadsheet you already use, confirm your insurance rules, and send the first COI requests.
Read guideSet your insurance requirements
Tell COI Compass which coverages, limits, and endorsements you require so every uploaded certificate is checked automatically.
Read guideSubcontractors
Add, import, edit, and archive the companies on your roster.
Add a subcontractor
Create a single subcontractor record, add their contact details, and optionally email them a secure COI upload link.
Read guideImport your roster from a spreadsheet
Preview a tracker XLSX, generic spreadsheet, or CSV, then confirm requirements and send the first request batch.
Read guideRead a subcontractor's compliance record
Use the subcontractor detail page to review COI status, document status, contact details, and the audit log.
Read guideEdit a subcontractor's contact details
Update a subcontractor's company name, contact person, email, or phone number from the detail page.
Read guideSet requirements for a project
Create a project, set its insurance rules, and assign a subcontractor to use those rules.
Read guideArchive or restore a subcontractor
Hide a subcontractor from the active roster without deleting their COI, credential, or audit history.
Read guideCertificates of insurance
Upload COIs, review the auto-extracted fields, and approve or reject them.
Upload a certificate of insurance
Upload a COI for a subcontractor and go straight to the review screen after COI Compass reads the file.
Read guideSmart upload: let COI Compass match the certificate
Upload a COI before choosing a subcontractor and let COI Compass match it from the named insured.
Read guideReview and approve a certificate
Compare the COI preview, extracted fields, and requirement check before approving the certificate.
Read guideReject a certificate and request a corrected one
Select the failed requirements, choose a recipient, send a tracked correction request, and follow the replacement through recheck.
Read guideW-9s and licenses
Track tax forms and contractor licenses alongside each COI.
Reminders and renewals
Request COIs, automate renewal reminders, and handle expirations.
Email a subcontractor a secure upload link
Send a subcontractor a secure link so they can upload a COI, W-9, or license without creating an account.
Read guideRun COI renewal campaigns
Choose renewal milestones, set escalation rules, track responses, and control each subcontractor's campaign.
Read guideReports and audit
Pull compliance and AP-hold reports and read the activity log.
Run and export the compliance report
Use the compliance report to review your current roster, filter by status or expiry, and export the results.
Read guideUse the AP hold report for accounting
Use the AP hold report to give accounting a focused list of subcontractors blocked from payment review.
Read guideRead and export the audit trail
Use the audit trail to see who changed records, what happened, and when the event was recorded.
Read guideTeam and billing
Invite teammates, set roles, and manage your subscription.
For subcontractors
Got an upload link from a contractor? Here is how to send your COI.
Still stuck?