COI compliance for general contractors and property managers

It’s 6:23pm Friday. The concrete pour is Monday 7am.

The new sub showed up Tuesday with everything — except his COI. You called his broker Wednesday. Voicemail. Emailed Thursday. Autoreply. Called again this morning. “He’s stepped out, let me have him call you back.”

Without that certificate by Monday, you can’t release the formwork. The pump truck is already booked. The crew is in the WhatsApp asking what time to be there.

This is the moment BuildProof exists for.

Built by someone who got tired of chasing COIs at 6pm on Fridays.

What breaks

Where the spreadsheet fails

The expired-but-not-flagged COI

Renewal was promised in March. April rolled around. Nobody updated the sheet. You only found out when the audit flagged it.

The broker who never replies

Two emails, three voicemails, no response. Meanwhile your sub is on site without coverage, and you’re the one signing off.

The audit that arrives without warning

Pulling 200 PDFs out of a Gmail label at 11pm is not what you signed up for.

The shape of the fix

Forward. Parse. File.

  1. 1

    Forward

    Stop sorting attachments. Forward the broker’s COI email to your workspace’s inbound address.

    Every workspace gets a unique inbound address.

  2. 2

    Parse

    We read the PDF, pull out limits, dates, certificate holder, additional insured.

    Most carrier PDFs parse cleanly; anything ambiguous gets flagged for your eyes.

  3. 3

    File

    The certificate lands against the right vendor and project. You only see what needs you.

    Compliance views roll up per‑project, per‑vendor, or workspace‑wide.

Your workspace address looks like ws_acme@in.buildproof.build — share it with every broker who sends you certificates.

What you get

The four things this saves you from

Forward an email. Watch a certificate land against the right vendor and project.

Every workspace has its own forwarding address. Forward the broker’s email; we parse the PDF, pull insured name + dates + limits, and file it under the right vendor and project. The hard part of the workflow stops being your problem.

See only the COIs that need you — expired, expiring, missing, or mismatched.

The “Today” dashboard surfaces just five buckets: expired, expiring in 14 days, missing entirely, replies that need your eyes, and inbox items that need vendor linking. Nothing else fights for your attention.

The inbox keeps the list — you decide who to chase, we make it one click.

We track exactly which subs are out of compliance. Picking which broker to lean on stays your call (you know the relationships) — but the list itself is always current, exportable, and one click away.

Export everything for audits in one CSV.

Five built-in exports cover the audit-prep workflow: vendor compliance snapshot, expiring-soon, missing COIs, project COI packet, and the audit event log. Drop into Excel; ship to your insurance broker.

Plans

Pick one when you’re ready.

Starter

Small GCs and PMs running 1–5 projects.

$99/month
  • Up to 50 active vendors
  • Forward-to-inbox COI capture
  • All 5 CSV exports + audit log
  • Email support
Most popular

Growth

Mid-market GCs running 10+ projects.

$249/month
  • Up to 250 active vendors
  • Multiple workspace members
  • Priority support
  • Early access to automated chasing

Both plans include a 7-day free trial, cancel anytime. See the full pricing page →

Common questions

Quick answers.

How long does setup take?

Ten minutes. Sign up, create a workspace, forward your first broker email. The inbox does the rest.

What if the broker sends a weird PDF format?

Most carrier PDFs parse cleanly. If we can’t auto-extract a field, the certificate still lands in your inbox and we flag the field for you to confirm — nothing slips through silently.

Do you handle multiple projects per vendor?

Yes. A single COI can be linked to as many active projects as you have. The compliance view rolls up per-project, per-vendor, or workspace-wide.

Full FAQ on the pricing page →

Try BuildProof free for 7 days.

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