Request the certificate from the right contact
Send a private document request to the vendor's contact. The recipient can upload the requested certificate of insurance without buying a team seat or joining your workspace.
Jame Systems platform
Certificate of insurance tracking for vendor teams
Keep vendor COIs, expiration dates and reviewed coverage details together, so your team can see which insurance documents need attention.
Review the evidence against your requirements
Set the document and coverage rules your operation needs. A reviewer checks the file and confirms evidence fields, including coverage amounts and applicable endorsements. Statuses explain which configured requirements are missing or not met.
Follow expiration and replacement history
Keep expiration dates visible and organize renewal follow-ups. When an updated certificate replaces an earlier file, the previous version and review decisions remain in its history while the current document stays easy to identify.
Example: before a maintenance vendor's insurance expires, request its updated COI, review the evidence and keep the prior approval in the replacement history.
Questions about COI tracking
What is certificate of insurance tracking?
COI tracking means collecting a vendor's insurance certificate, recording its dates and relevant coverage details, reviewing it against your requirements and following up for renewed evidence. Jame Systems keeps those steps associated with the vendor record.
Does Jame Systems automatically verify coverage with the insurer?
No. A reviewer checks the submitted certificate and confirms the evidence used by your configured rules. Document tracking and review history are not a guarantee that a policy is valid or that a claim will be covered.
Which plans support this workflow?
Starter supports vendor records, document storage and expiration tracking. Professional adds configurable requirements, evidence review and renewal workflows. Enterprise limits and included capabilities follow your accepted agreement.