The right COI.Without the chase.
Request the right COI from your vendors, or check one you've received against the requirements you set.
I need a COI
Get the right certificate.
Upload your lease or contract. We brief your broker with the requirements, in plain terms. Less back-and-forth.
Get startedI received a COI
See how it compares to your requirements.
Upload the COI and your contract spec. See which requirements the certificate shows.
Check a COIWhat it looks like in use
See each vendor's status at a glance
A snapshot of one property manager's vendor roster. Submitters and receivers each get a view tuned to their workflow. This is the receiver side.
Getting a COI shouldn't be this hard
Unclear requirements, rejected certificates, and broker back-and-forth cost you time, jobs, and peace of mind.
- Endless back-and-forth with your broker over what the contract actually requires
- COI rejected because an endorsement or limit was wrong, again
- Not sure your certificate shows what the contract asks for
- Broker gets a complete, ready-to-issue spec the moment you upload your document
- Required endorsements and limits listed from your document, for you to review
- A COI checked against your stated requirements, with a record of the check
AI that reads the insurance clauses for you
Our AI reads the certificate and compares it to your requirements. Review the result before relying on it.
Three steps to a checked certificate
Three steps from request to a checked certificate. No insurance expertise needed.
Tell Us Your Situation
Upload your lease, contract, or vendor agreement, or simply describe what's being asked of you. No insurance expertise required.
We Build the Spec
Our AI pulls out your coverage requirements for you to review and translates them into a broker-ready insurance spec your broker can act on immediately.
Your Broker Gets It Right
We send your broker everything they need. When the COI comes back, Certgio checks it against the spec.
Everything your broker needs to get it right
Certgio turns your situation into an insurance spec built from your document, for your broker to issue against.
Smart Requirements Builder
Upload your lease or contract. We extract the GL, WC, Auto, and endorsement requirements stated in your document and build a broker-ready spec.
Endorsement Guidance
We flag additional insured, waiver of subrogation, and primary status requirements so your broker sees what the contract asks for.
Renewal Reminders
Get notified before your COI expires, so you have advance notice before your landlord, GC, or client asks for a current certificate.
Compliance History
A complete, searchable record of every COI you've checked or uploaded, with shareable Compliance Passports on every plan.
What does your COI process cost today?
Enter your own numbers. The calculator uses only what you enter.
Example values, enter yours.
Your current process
Your own estimate. Leave it empty to see only your current cost.
From document to a broker-ready spec
Upload your lease or describe your situation. Certgio handles everything your broker needs to issue the right certificate.
Intuitive Dashboard
See every COI you've submitted at a glance. Track status, monitor expiration dates, and know exactly where you stand, all from one place.
AI-powered reading
Upload any contract or lease and watch our AI extract the insurance requirements it finds. No more manual reading.
Automated Workflows
Certgio emails your broker a complete, ready-to-issue spec on your behalf. Track the response, get notified when it's done, and never chase anyone.
Compliance Passport
Each checked COI can get a QR link to a record of the check. Share it with stakeholders.
The old way vs the Certgio way
See how Certgio reduces the back-and-forth of getting the COI your contract asks for.
Built for property managers, general contractors, and risk teams across the U.S.
Simple, transparent pricing
Start free, scale as you grow. No hidden fees, no surprises.
Prices in USD, plus applicable taxes.
100% free for your vendors and their brokers to submit or update certificates.
Every plan includes
- Automated COI checks against your requirements
- AI reads your requirements from a document
- Compliance passports: a public page with a scannable code, showing the result of the check. Free for anyone to view.
- Renewal & expiration tracking, with automated reminders
- Upload links
Starter
For small teams tracking vendor certificates
Prices in USD, plus applicable taxes.
- Up to 50 vendors
- Email support
Pro
For growing teams managing vendors at scale
Prices in USD, plus applicable taxes.
- Up to 200 vendors
- Priority support
Scale
For larger operations with high vendor volume
Prices in USD, plus applicable taxes.
- Up to 500 vendors
- Dedicated support & onboarding
A vendor is anyone you track: subcontractors, suppliers, tenants, tenant contractors.
More than 500 vendors, or several sites? Email hello@certgio.com.
Start with 5 free checks. No credit card required.
Ready to buy? See plans You'll create an account first, then choose a plan.
Your 30-day trial holds up to 15 vendors. Any plan keeps them all.
Fair-use: heavy verification volume never locks your account or forces a plan change. We'll talk first.
Frequently asked questions
Everything you need to know about Certgio
Our AI analyzes contracts and leases using advanced natural language processing to identify insurance requirements. It recognizes coverage types, limits, endorsements, and special provisions automatically. No manual reading required.
Stop chasing paperwork
Create your free account and start checking COIs today.
No credit card required. Free to start.