Certificates of insurance, without the chasing.

Venues create events and assign vendors. Vendors send a certificate by upload link or email. COI Manager reads it, checks it against your rules for the event date, and follows up on every gap.

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Venue staff

Dashboard, event checklists, review queue, requirement templates and packet export.

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Planners

Every event you're planning, and where each vendor stands with the venue.

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Vendors

One profile and policy library that works across every venue. No passwords.

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How it works

  1. 1Set the rulesCoverage, limits and certificate holder, by event type.
  2. 2Assign vendorsPick from your directory or invite new ones by email.
  3. 3Vendors send a certificateBy upload link or reply email. No login needed.
  4. 4Checked automaticallyRead and compared with your rules for the event date.
A certificate of insurance shows coverage at the time it was issued. It is not a guarantee of coverage.
The big picture

How COI Manager works

From “who's coming?” to “is everyone covered?” without the email chase.

  1. 1Set the rulesCoverage, limits and certificate holder for each kind of event.
  2. 2Assign vendorsCreate an event and pick vendors, or invite new ones by email.
  3. 3Vendors send a certificateBy a no-login upload link, or by replying to the invite email.
  4. 4It's checked for youRead automatically and compared with your rules for the event date.
  5. 5Gaps get chasedReminders go out on their own; anything unclear lands in your review queue.