For Retail

COI Tracking for Retail

Verify vendor insurance from delivery to renovation. SmartCOI automates compliance tracking for the vendors that keep your stores running.

Upload 50 COIs Free

The Compliance Challenges You Know Too Well

Tracking diverse vendor types across multiple locations

Retail operations use delivery services, contractors, IT vendors, and maintenance crews — each with different insurance needs.

Verifying coverage for renovation and construction projects

Store build-outs and renovations bring contractors who need proper insurance before work begins.

Managing compliance for delivery and logistics vendors

Frequent deliveries mean frequent certificate checks — manual tracking doesn't scale across locations.

How SmartCOI Solves It

Bulk upload vendor COIs across all store locations

Upload certificates from every location at once and let AI extract the data automatically.

Templates for delivery, construction, and maintenance vendors

Pre-built templates with the right requirements for each vendor category in retail operations.

Automated alerts before certificates expire

Get notified before any vendor's coverage lapses, with automated follow-ups to keep compliance current.

Typical Vendors You're Tracking

Retail managers commonly track COIs for these vendor types:

Delivery Services
Construction Contractors
HVAC
Cleaning Services
Signage
IT/POS Vendors
Security
Pest Control
Landscaping
Fixture Installation

What Property Managers Are Saying

Simple, Transparent Pricing

14-day free trial, no credit card required. All tiers include all features.

Starter

$79/mo

Up to 50 certificates

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Growth

$149/mo

Up to 150 certificates

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Professional

$249/mo

Unlimited + priority support

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Related Resources

Ready to Automate COI Compliance?

Join property managers who spend minutes — not hours — on insurance compliance. 14-day free trial, no credit card required.

Upload 50 COIs Free