AI COI Parsing
Upload a certificate of insurance PDF and AI instantly extracts carrier, policy, coverage types, limits, and expiration dates. No manual data entry.
Set coverage requirements per job, property, or contract. TrackMyVendor collects COIs and W-9s through a link your contractors can use from a phone, checks licenses against state databases daily, and flags anyone who falls out of compliance — automatically.
Want a free audit? Take our 10-minute compliance assessment.
For General Contractors, Property Managers, HOAs, Homebuilders, Roofing, Restoration, Commercial Cleaning, Security Guard Companies, Staffing Agencies & Transportation

Sound familiar?
Chasing subs for updated COI certificates that expired without warning
Following up on missing W-9s every time 1099 season hits
Manually tracking license expirations in a spreadsheet that's always one step behind
No quick way to know who's covered when the job inspector shows up unannounced
Automated COI collection — subs upload via secure magic link, AI extracts every field
W-9 tracking — send a secure request, see who's submitted, stay 1099-ready year-round
License monitoring from official state databases — checked daily, alerts before anything lapses
Real-time compliance scores for every sub — know who's covered before the job starts
Same documents, different vocabulary and different renewal cycles. Pick your role to see what TrackMyVendor tracks for you.
For General Contractors
Set coverage requirements per job, collect COIs and W-9s through a magic link, and get flagged when a sub's license goes suspended mid-project. Different owners, different GL minimums, different subs — tracked per project instead of in one flat list.
What you'll track
For Property Managers
Fifty to two hundred vendors across a portfolio, each renewing on a different date. Track certificates, licenses, and W-9s per property, and get alerts at 90/60/30/7 days — so an expired COI never turns into a denied claim on an owner's policy.
What you'll track
For HOA Management
Boards expect proof, not assurances. Check license status against state databases, keep current certificates on file for every vendor working the community, and produce the documentation trail when an owner or the board asks for it.
What you'll track
For Homebuilders
Framers, electricians, plumbers, HVAC — every trade on every lot, with its own license class and its own renewal cycle. Verify licenses daily against state databases and catch the lapse before it becomes a warranty problem.
What you'll track
For Roofing
Roofing carries high claim severity and the endorsement language to match. AI reads each certificate for coverage limits and additional-insured status, so a certificate that technically exists but doesn't actually protect you gets caught on upload.
What you'll track
For Restoration
Carrier programs audit their vendor lists. Keep IICRC certifications, licenses, and certificates current in one place, and export the proof of compliance a network manager asks for without rebuilding it by hand each time.
What you'll track
For Commercial Cleaning
Group crews and subcontractors by client, building, or account, and see compliance status across every location under one relationship. Janitorial bonding and GL limits tracked alongside the certificates that prove them.
What you'll track
For Security Guard
High turnover means constant onboarding and reverification. Track every officer's state license, firearms permit, and training certificates — across every state you operate in — with alerts before any of them lapse.
What you'll track
For Staffing Agencies
A signed offer letter isn't a W-9, and a certificate isn't proof of eligibility. Collect both at placement through a magic link, track expirations through constant turnover, and answer a client audit filtered to one account in seconds.
What you'll track
For Transportation
Owner-operators are 1099 vendors, not employees — same COI and W-9 burden, just on wheels. Track auto liability, cargo coverage, and authority documents across a rotating pool, so dispatch has a live answer instead of an assumption.
What you'll track
Automated COI collection, W-9 tracking, and license monitoring — so you know the status of everyone on your roster without checking anything manually.
Upload a certificate of insurance PDF and AI instantly extracts carrier, policy, coverage types, limits, and expiration dates. No manual data entry.
Search 1 million+ professional licenses from TX, FL, CA, WA, and OR official state databases. Status checked daily — get alerted the moment a sub's license lapses or gets revoked.
Send subs a secure link to submit their W-9 directly. See who's submitted and who hasn't, get reminders on missing forms, and stay 1099-ready year-round — without chasing anyone.
Send contractors a secure magic link to upload their own licenses, insurance, safety records, contracts, and other compliance documents. No more chasing emails—documents flow directly into your compliance dashboard.
Receive email notifications 90, 60, 30, and 7 days before licenses or insurance documents expire. Never be caught off guard.
Push compliance alerts to Slack, Microsoft Teams, or any tool via Zapier and Make. When a license lapses or a COI expires, your whole team knows — wherever they work.
Evaluating alternatives? See how TrackMyVendor compares to myCOI, Billy, and TrustLayer →
Ten industries, one workflow — collect the documents, verify the credentials, and get alerted before anything lapses.
Juggling subs across multiple projects? Know who's compliant and who isn't — before the job inspector shows up.
Track vendors across multiple properties. Get alerts before a COI or license expires — not after a claim.
Verify every contractor's license and insurance before they work on community property — keep your board informed and protected.
Know your trade subs are properly licensed and insured before they break ground — not after something goes wrong.
High claim severity means the endorsement language matters. Catch the certificate that exists but doesn't actually protect you.
Keep IICRC certifications, licenses, and COIs current — and stay eligible for the carrier vendor networks that audit them.
Group crews and subs by client, building, or account. One site never becomes the weak link in a portfolio contract.
Track every officer's state license, firearms permit, and training certs across every state you operate in.
Every placement is a new COI to verify and a new W-9 to collect. Keep a 1099 workforce compliant through constant turnover.
Owner-operators are 1099 vendors on wheels. Know a driver is compliant before dispatch, not after an incident.
COI collected. W-9 tracked. License monitored. All automatic.
Type in a name or upload your existing sub list from a spreadsheet. Most GCs have their full roster in TrackMyVendor in under 10 minutes — and can immediately send every sub a document request.
Send each sub a secure magic link to upload their certificate of insurance and W-9 directly. AI reads the COI and extracts every field automatically. TrackMyVendor also checks state license databases daily — so you're covered on all three fronts without clicking through government sites.
Your compliance dashboard shows COI status, W-9 submission, and license standing for every sub — all in one place. You get email alerts at 90, 60, 30, and 7 days before a COI or license expires. No calendar entries to maintain. No surprises when a job starts.

Every sub's compliance status at a glance. Red means stop. Green means go.
A license can be suspended between the time you hired a sub and the day they show up. Daily sync means you know first.
Automatic verification available in Texas, Florida, California, Washington, Oregon, Illinois & Colorado. You can add and track manual licenses from any other state with expiration tracking and alerts.
Manual tracking available for all other states with expiration alerts.
Whether you're tracking subs on job sites, vendors across properties, placements, or owner-operators — pricing is based on the size of your roster, not your industry.
Try it risk-free — no credit card needed.
For small teams ready to stop chasing paperwork by hand.
$39/mo is less than the cost of one lapsed certificate discovered at a claim.
For teams running multiple job sites, properties, or client accounts.
Get started instantly with no signup required. Use our free tools to verify licenses, check compliance, and assess your risk.
Instantly verify any Texas contractor license status. Search by name or license number — no account needed.
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Find Your Compliance GapsCommon questions from general contractors and property managers.
Stop finding out about lapsed COIs and suspended licenses after the fact. Get covered before the next job starts.
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