FOR AGENCIES SERVING CM/GC FIRMS

Track every sub's COI across every project — without a spreadsheet.

Your CM client is running 14 active projects with 60 subs each. Their compliance team is buried. COIflow's holder-side tracking turns 800 certs into a dashboard with one number on it: what percentage are compliant today.

WHY COIs ARE BRUTAL IN CONSTRUCTION MANAGERS

Three things that eat your CSRs alive.

Compliance teams chase 800 subs by hand

A part-time compliance coordinator with a spreadsheet is the median state of CM compliance. COIflow replaces the spreadsheet and the coordinator's chase emails.

Project owners audit on demand

An owner-side audit can land with 48 hours' notice. Your CM client needs a clean compliance export by Friday. COIflow generates it in one click.

Sub turnover is constant

When a sub gets swapped mid-project, the new sub's COI needs to land before they're on-site. COIflow's intake + verify flow gets it onboarded same-day.

REQUIREMENT FINGERPRINT

What a compliant CM COI looks like.

COIflow ships a starter requirement profile for CM accounts — these limits, endorsements, and conditions are pre-loaded the moment you sign up, and every incoming certificate is verified against them automatically.

Sub-contractor COI tracking
By project, by trade, by contract — with per-project aggregate and umbrella requirements.
Additional Insured stack
CM, GC, owner, owner's lender, and design team — all required to appear on every sub's cert.
Waiver of Subrogation
Mutual waivers across the contractual chain — flagged when missing.
Notice of Cancellation
30-day notice clauses tracked at the certificate-holder level.
FAQ

Questions CM agencies ask before signing up.

See COIflow on your own CM book.

7 days free. 25 certificates included. No card required to start.