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Certificate of Insurance (COI) Manager

Simple, Field-Ready COI Tracking Built into Your WorkforceOS

Keep COIs organized and accessible across every project — giving safety teams, admins, and leadership a clear view of compliance without needing a separate system.

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COI Manager

Smarter COI Management for Safer, More Compliant Projects

A simple, transparent, field-friendly way to keep COIs organized across every project without needing a separate system.
Straightforward COI Collection
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Make COI management accessible to both subcontractors and your project team.

  • Subcontractors can upload a photo or PDF of their COI and enter the expiration date.
  • GCs and owners can upload or update COIs on their behalf.
  • All documents live alongside worker + company profiles — no more digging through emails.
Expiration Tracking & Alerts
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Stay ahead of renewals with proactive notifications.

  • Receive alerts for COIs that are expiring soon, expired, or fully current.
  • Leadership and admins get a clear, real-time view of compliance status.
  • No automation or validation required — just simple, reliable visibility.
Enterprise + Project-Level Visibility
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See compliance at both the big-picture and site-by-site level.

  • Track COIs across all projects in one dashboard.
  • Drill into each job to see subcontractor compliance on a single site.
  • Ensure consistency across regions, teams, and subcontractor partners.
Strengthens Kwant’s Predictive Safety & Compliance Analytics
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COI data enhances your overall risk picture.

  • Kwant’s AI insights become more accurate when COI status is included.
  • Identify drops in compliance that often precede safety or productivity issues.
  • Help leadership spot risk before it turns into delays, rework, or incidents.
Transparency for Subcontractors
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Make compliance a shared responsibility.

  • Subcontractors can assign their internal manager and view their profile in Kwant.
  • Everyone sees the same information, no guesswork or surprises.
  • Builds trust and reduces friction between field teams and trade partners.

We’ve been there.
And we’re ready to scale with you.

More Value You'll Love

COI Management Built Into Your WorkforceOS

Keep COIs organized, track expirations, and give teams project-level and enterprise-level visibility — all without needing a separate system.

Full Stop

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See Kwant’s COI manager in action

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