COIs buried in email
Vendor insurance documents get scattered across inboxes, attachments, and shared folders.
Vendor insurance tracking without spreadsheet chasing
Track vendor COIs before they become a problem
PolicyNotify helps teams manage vendor insurance documents, policy expirations, and renewal reminders in one simple workspace - no more spreadsheet chasing.
Free for up to 5 active vendors. No complex setup required.
PolicyNotify dashboard
Insurance status overview
Active policies42
Expiring soon7
Expired policies2
Vendor usage 38 / 50 active vendors
Upcoming expirations
Metro Electrical
General Liability
14 daysGeneral Liability
Summit Roofing
Workers Comp
ExpiredWorkers Comp
Clearview Cleaning
Auto Liability
30 daysAuto Liability
COI tracking gets messy fast
Spreadsheets and inbox reminders may work for a handful of vendors. But as your vendor list grows, it gets harder to know which policies are current, which documents are missing, and who needs follow-up.
Expiration dates are easy to miss
A spreadsheet only works if someone remembers to update it and follow up on time.
No clear compliance snapshot
It is hard to quickly see which vendors are active, expired, pending, or expiring soon.
Risk shows up too late
Teams often discover expired insurance only when work is already scheduled or underway.
One place for vendors, policies, documents, and reminders
PolicyNotify gives your team a centralized workspace for vendor insurance records. Add vendors, attach policies, upload documents, and get notified before coverage expires.
Vendor record
Summit Roofing Co.
Contact
[email protected]
[email protected]
Documents
3 policy files stored
3 policy files stored
General liability
Active through Aug 12
Active through Aug 12
Workers comp
Expired yesterday
Expired yesterday
Replace scattered follow-up
Keep vendor details, policy status, documents, and renewal reminders tied to one record.
Know what needs attention
See active, pending, expired, and expiring-soon policies before work depends on them.
Features for practical COI tracking
Everything your team needs to keep vendor insurance records organized and easy to review.
Vendor records
Keep vendor contact details, status, and insurance history together.
Policy expiration tracking
Track active, pending, expired, and soon-expiring policies automatically.
Document uploads
Store policy documents where your team can actually find them.
Expiration reminders
Receive in-app and email reminders before important policy dates.
Team access
Invite teammates so everyone works from the same vendor insurance record.
Simple vendor-based pricing
Start free and upgrade as your active vendor list grows.
Built for teams responsible for vendor insurance
PolicyNotify is designed for teams that need a practical way to keep vendor insurance records organized without adopting a heavy enterprise compliance platform.
Property managers
Track COIs for maintenance vendors, contractors, cleaners, landscapers, and other service providers.
Contractors and construction teams
Keep subcontractor policies organized before work begins.
Operations and business owners
Replace manual insurance tracking with a repeatable process your team can follow.
A simple workflow your team can actually keep up with
Add vendors
Create vendor records for companies, subcontractors, suppliers, or your own business.
Attach policies
Record policy details, expiration dates, insurance types, and documents.
Track status
See which policies are active, pending, expired, or expiring soon.
Get reminded
Receive alerts before important expiration dates.
Public demo
See PolicyNotify before creating an account
Open the demo workspace to explore vendors, policies, dashboards, and notifications without signing up.
Start small. Upgrade when your vendor list grows.
PolicyNotify pricing is based on active vendors, so your plan can grow with your business.
Free
Good for trying the workflow and organizing your first vendor records.
$0
- Up to 5 active vendors
- Policy expiration alerts
- In-app notifications
Professional
Built for growing teams that need a reliable COI tracking process.
$49/month
- Up to 50 active vendors
- Everything in Free
- Custom insurance types and fields
Unlimited
For larger vendor networks that need room to scale.
$99/month
- Unlimited active vendors
- Everything in Professional
- Advanced reporting and API access
Vendor limits are based on active vendors. Deactivated vendors do not count toward your active vendor limit.
Designed for practical insurance tracking
PolicyNotify helps teams track vendor insurance records, reduce missed expirations, and keep documents organized without overclaiming what software can guarantee.
Team-based workspaces
Secure user authentication
Owner-managed team access
Policy document upload support
Email and in-app notifications
Stripe-powered subscription management
Public demo available before signup
Ready to stop chasing vendor COIs?
Start with a free workspace or explore the demo to see how PolicyNotify keeps vendor insurance records organized.