COIReview

Vendor COI deficiency review

Pre-renewal vendor COI folder cleanup that helps teams find missing, expired, mismatched, or unclear insurance documents before submissions or follow-up.

Turn scattered COIs, endorsements, and requirement notes into a cleaner exception list, renewal tracker, and support folder your team can use for follow-up.

Start intake

Who it is for

Small general contractors and vendor-heavy businesses heading into onboarding, renewal season, project review, or inherited-folder cleanup.

What you send

  • Vendor or subcontractor list
  • COIs
  • Contract insurance requirements
  • Endorsement pages
  • Expiration or renewal records
  • Prior deficiency notes
  • Any internal vendor status notes

What you get back

A vendor-by-vendor COI deficiency packet that reviews the documents you provide against your requirement list and flags missing, expired, mismatched, incomplete, or unclear records.

  • Vendor-by-vendor COI deficiency matrix
  • Organized vendor support folder
  • Missing COI and endorsement list
  • Expired document list
  • Apparent requirement mismatch notes
  • Incomplete or unclear item list
  • Renewal date tracker
  • Internal follow-up summary

Manual review quote

Scope

  • Document review and deficiency tracking only.
  • Review is based on the documents and requirements the customer provides.
  • No insurance, legal, coverage, risk-management, broker, or compliance advice.
  • No determination that coverage is valid, adequate, acceptable, eligible, approved, or compliant for any contract, project, owner, lender, carrier, or authority.
  • Customer remains responsible for final submissions, vendor follow-up, insurance decisions, and vendor compliance decisions.