COISafe

COISafe

Code Signal Software
CertAdvisor

CertAdvisor

Recordables
COISafe CertAdvisor

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COISafe:

About

COISafe is a web-based certificate of insurance (COI) tracking application for general contractors and teams responsible for subcontractor compliance. Users can add subcontractors, define insurance requirements, and collect certificates through uploads or email forwarding. The service reads submitted COIs and organizes coverage status, including current, expiring, and missing documentation. It flags requirements such as additional insured status and minimum coverage limits, helping teams identify certificates that need review and follow up with subcontractors for updated documents. A dashboard tracks certificate records and renewal dates. COISafe also integrates with Procore and QuickBooks Online to support vendor and insurance-status workflows. It provides a browser-based alternative to spreadsheet-based tracking for teams managing subcontractor insurance documentation.
CertAdvisor:

About

For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports.
COISafe:

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
CertAdvisor:

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
COISafe:

Audience

General contractors and staff who monitor subcontractor coverage, flag expired policies, and follow up for updated certificates.
CertAdvisor:

Audience

Cloud-based certificate management tool that helps with tracking compliance, measuring liability and data export for companies
COISafe:

Support

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

Support

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

API

Offers API Not Supported
CertAdvisor:

API

Offers API Not Supported
COISafe:

Screenshots and Videos

CertAdvisor:

Screenshots and Videos

COISafe:

Pricing

$49/month
Starter is $49/month for up to 25 subcontractors and 3 active projects. Growth is $149/month for up to 100 subcontractors, and Pro is $249/month for up to 250 subcontractors. All plans include unlimited team members and have no setup fee. A 30-day free trial is available with no credit card required.
Free Version Not Supported
Free Trial Supported
CertAdvisor:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
COISafe:

Reviews/Ratings

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

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CertAdvisor:

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
COISafe:

Training

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

Training

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

Company Information

Code Signal Software
Founded: 2026
United States
www.coisafe.com
CertAdvisor:

Company Information

Recordables
Founded: 1992
www.recordables.com
COISafe:

Alternatives

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CertChase

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CertAdvisor:

Alternatives

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COISafe:
CertAdvisor:
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4.0 out of 5 stars
COISafe:
CertAdvisor:
COISafe:
CertAdvisor:
iFastrack

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COISafe:
CertAdvisor:
COISafe:

Categories

CertAdvisor:

Categories

CertAdvisor:

Insurance Policy Features

Cancellation Tracking Not Supported
Claims Tracking Supported
Policy Generation Not Supported
Policy Issuance Not Supported
Policy Processing Supported
Quotes / Estimates Not Supported
Rating Engine Not Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Not Supported
Underwriting Management Not Supported
COISafe:

Integrations

Procore Supported
QuickBooks Online Supported
CertAdvisor:

Integrations

Procore Not Supported
QuickBooks Online Not Supported
COISafe:
Claim COISafe and update features and information
Claim COISafe and update features and information
CertAdvisor:
Claim CertAdvisor and update features and information
Claim CertAdvisor and update features and information