Practical guides on certificate of insurance tracking, ACORD 25 review, endorsements, and vendor compliance.
Evidence of insurance (ACORD 27, 28) proves property coverage to a party with a direct interest like a lender. A certificate of insurance (ACORD 25) does not.
Read articleWhich COI software integrations actually save time, how to tell a real sync from a CSV export, and the four questions to ask on a demo before you sign.
Read articleA blanket waiver of subrogation endorsement waives recovery against any party your contract requires. Form numbers, comp cost and the 2019 CG 24 04 trap.
Read articleQuickBooks Online has no native COI tracking. Here is what QuickBooks Desktop does, the three QBO workarounds bookkeepers use, and where each one breaks down.
Read articleCOI compliance means every vendor you work with carries the insurance your contract requires, verified and current. Here is what it means, who owns it, and how to keep it.
Read articleDo independent contractors need a certificate of insurance? Not by law, but by contract almost always. What to require, why it matters, and the 1099 connection.
Read articleWho is responsible for tracking certificates of insurance? Usually the party whose contract requires the coverage. How the duty lands by role, and who owns it.
Read articleHow to choose COI tracking software: the eight criteria that separate platforms, the questions to ask on a demo, and the traps that show up after you sign.
Read articleTrack tenant certificates of insurance: set the lease requirement, collect a COI before move-in, verify additional insured, and chase renewals before a lapse.
Read articleA certificate of insurance tracking template in Excel needs columns for carrier, coverage limits, additional insured, endorsements and expiration dates.
Read articleNo credit card required. New accounts start with a one-time demo of 10 documents.
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