Match the insured identity
Compare the certificate’s named insured with the legal entity in the vendor record.
VENDOR COI COLLECTION AND REVIEW
Certificate of insurance tracking software
Collect each vendor COI, check the insured name, dates and required coverage, return mismatches, and keep work readiness tied to the accepted evidence.
For risk, procurement, facilities, and project teams coordinating documents and human review—not automated insurance interpretation.
Free for up to five users. No credit card required.
Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
The sample shows vendor identity, policy dates, returned evidence, renewal blockers, and the resulting readiness decision. Jodoo coordinates the human review; it does not automatically interpret coverage.
Entity matchedinsured name tied to the correct vendor
Coverage checkeddates and required limits reviewed
Readiness updatedvendor work reflects the accepted COI
Review the certificate against the vendor and requirement
A current date does not prove that the named insured or coverage context is right.
Check period and limits
Record effective and expiry dates, required coverage types, stated limits, and any clear gap for human review.
Retain the correction path
Return mismatched evidence with a specific reason and preserve the accepted replacement beside its predecessor.
Make the operating consequence explicit
The document record should lead to a clear next action for the vendor relationship.
Current and accepted
Allow the configured work or onboarding step to continue, subject to the other vendor requirements.
Renewal in progress
Show the owner, request date, insurer or broker blocker, and current risk decision.
Expired or deficient
Restrict new work, escalate, or document an approved exception according to your policy.
Make every COI request specific enough to resolve
A generic request for an updated certificate often creates another incomplete submission.
State the requirement
Tell the vendor or broker which insured entity, coverage type, policy period, limit, endorsement, project, or site must be evidenced.
Return the exact mismatch
Record whether the issue is identity, dates, limits, scope, missing pages, or another requirement so the correction can be targeted.
Close only after review
Retain the replacement document and reviewer decision, then update vendor readiness without treating file receipt as coverage acceptance.
Use a review result the project team can act on
Do not collapse every problem into “non-compliant.”
| Finding | COI action | Vendor action |
|---|---|---|
| Legal name mismatch | Return for corrected certificate. | Hold readiness decision |
| Coverage dates valid; limits meet requirement | Accept evidence. | Continue if other requirements pass |
| Expired; replacement requested | Keep renewal blocked or in progress. | Apply configured restriction |
| Exception approved with end date | Record conditions and review date. | Allow only within those conditions |
CONFIGURE YOUR VENDOR REVIEW
Configure the COI workflow around your vendor and project rules
Jodoo connects the records, human review, follow-up work, exceptions, and decisions this scenario needs. Business administrators can adjust the application without waiting for conventional development.
A business team can configure the collection and human-review workflow in hours; specialist insurance judgment remains with qualified reviewers.Change the operating record without code
Add insured-name checks, coverage fields, requirement sets, renewal windows, and readiness consequences without custom development.
Use real review tasks
Route each COI to a qualified reviewer, return a precise deficiency, and retain the corrected certificate and final decision.
Give each role a useful view
Give procurement, risk, facilities, and project teams views of the vendors and work they own rather than one undifferentiated document list.
Coordinate COI collection and correction without claiming automated insurance approval
Jodoo can hold requirements, submitted certificates, human review, corrections, renewals, and vendor readiness. Qualified people still interpret policy terms and insurance adequacy.
Manage the operating record in Jodoo
Track the vendor, insured name, policy dates, stated limits, file, reviewer decision, correction request, renewal owner, and current work restriction.
Connect the authoritative source
Reference the broker, carrier, vendor master, contract, project, and specialist COI service when those sources own the underlying information.
Keep specialist decisions with specialists
Use an insurance specialist or dedicated platform when automatic ACORD extraction, endorsement interpretation, carrier checks, or managed compliance review is required.
What to confirm before managing COIs in Jodoo
Does Jodoo automatically interpret insurance coverage?
No. The App structures the certificate facts, your requirements, the reviewer decision, and follow-up. Use qualified insurance professionals or specialist services for coverage interpretation.
Can vendors submit replacement certificates?
Yes. Provide a form or controlled process for submission, route the evidence to a reviewer, and retain returned and accepted versions.
Can an expired COI block vendor work?
Yes, if that is your configured operating rule. Keep the restriction decision separate from the raw expiry state so approved exceptions remain visible.
Can we track more than one coverage type?
Yes. Add the coverage, limit, endorsement, project, or contract fields your reviewers genuinely use, rather than forcing every COI into one generic status.
REVIEW THE COI EXAMPLE
Open the populated COI and vendor-readiness workspace
Inspect expired, returned, under-review, and accepted examples, then configure the coverage checks and operating response your team owns.
Open the COI tracking App