CertChase

CertChase

CertChase (gocertchase.com)
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About

C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits.

About

CertChase is a self-serve web application for general contractors and remodelers to track subcontractor certificates of insurance (COIs) and trade licenses. Teams can paste subcontractor details from a spreadsheet or upload a CSV, set need-by dates, and invite subcontractors to submit documents through individual upload links without creating accounts. CertChase extracts key fields from uploaded PDFs for review, identifies missing, expired, or insufficient coverage documents, and sends scheduled email reminders until requirements are addressed. A status board summarizes which subcontractors are current, expiring, or need follow-up, while a shareable view and weekly digest help project and operations teams monitor paperwork. The service is designed for teams that manage vendor compliance themselves rather than outsourcing certificate review.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses interested in a solution to track and automate their insurance certificates

Audience

General contractors and remodelers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

C2COI
Founded: 2018
United States
c2coi.com

Company Information

CertChase (gocertchase.com)
United States
gocertchase.com

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim C2COI and update features and information
Claim C2COI and update features and information
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Claim CertChase and update features and information