FREE COI TRACKING STARTER KIT
Keep your COI tracking organized.
Get a Google Sheet for tracking certificates, coverage details, and renewal dates—plus a short guide to getting started.
- Keep vendor and policy details together
- Track expiration dates and missing information
- Start with example rows and clear instructions
Google SheetsGetting-started guide
TWO TOOLS. ONE PLACE TO START.
What’s inside
A tracker to organize the details. A guide to help you use it.
GOOGLE SHEET
COI tracking spreadsheet
Organize vendor details, certificate requests, coverage information, and expiration dates in one editable tracker.
- Tracker, Instructions, and Requirements tabs
- Example rows, status formulas, and missing-date flags
SHORT GUIDE
Getting-started guide
Work through your first rows with guidance on what to enter, what to leave blank, and what still needs review.
- Set up your copy and add your first certificates
- Keep reviewed files and renewal records organized
A spreadsheet helps you track information—not verify insurance coverage. Review each certificate against your contract’s requirements. Understand the limits of a spreadsheet