COISafe

COISafe

Code Signal Software
Docutrax

Docutrax

Risk Toolbox Inc.
COISafe Docutrax

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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.
Docutrax:

About

The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.
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
Docutrax:

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.
Docutrax:

Audience

Any company at risk of liability from the actions of third-parties
COISafe:

Support

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

Support

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

API

Offers API Not Supported
Docutrax:

API

Offers API Supported
COISafe:

Screenshots and Videos

Docutrax:

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
Docutrax:

Pricing

$4,500 per year
Both self-managed and fully-managed options are 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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Docutrax:

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
Docutrax:

Training

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

Company Information

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

Company Information

Risk Toolbox Inc.
United States
docutrax.com
COISafe:

Alternatives

CertChase

CertChase

CertChase (gocertchase.com)
Docutrax:

Alternatives

SmartCompliance

SmartCompliance

4.0 out of 5 stars
COISafe:
Docutrax:
COISafe:
Docutrax:
COISafe:
Docutrax:
COISafe:
Docutrax:
COISafe:

Categories

Docutrax:

Categories

Docutrax:

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Not Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Not Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Commercial Real Estate Features

Brand Management Not Supported
Cash Flow Analysis Not Supported
Critical Date Alerts Not Supported
CRM Not Supported
Deal Management Not Supported
For Appraisers Not Supported
For Brokers Not Supported
For Investors Not Supported
For Property Managers Supported
Portfolio Management Not Supported
Strategic Planning Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Not Supported
Compliance Tracking Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Not Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Not Supported
Workflow Management Not Supported

Contractor Management Features

Contractor Database Not Supported
Insurance Tracking Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Not Supported
Task Management Not Supported
Work Hour Tracking Not Supported
COISafe:

Integrations

Procore Supported
QuickBooks Online Supported
Docutrax:

Integrations

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