COI & insurance tracking

Certificate of insurance tracking software for multi-brand franchisors.

An expired or missing certificate of insurance is a liability you find out about at the worst possible moment. AllureTrak tracks every COI across your vendors and locations, ties each one to the contract that requires it, and flags expirations and coverage gaps before they bite.

Part of Contract Lifecycle Management, the platform for every contract across every location.

See how it works
COI matrix · 24 locations
VendorGLAutoWCA/I
HVAC contractor
Cleaning service14d
Delivery partner××
Landscaping30d
1 vendor below the coverage your contracts require
Required vs. on file
What COI tracking has to do at scale

A certificate you can't find is the same as one you don't have.

Coverage lapses quietly, and the gap only matters once something goes wrong. AllureTrak keeps every certificate current and tied to the obligation behind it.

1

Every COI, current per location

Certificates of insurance from vendors, contractors, and tenants kept current across every location, with what's expiring flagged ahead of time. Review-ready, everywhere, all the time.

HVAC vendor · Store #8Current
Electrical · Store #22Expired
Cleaning · Store #414 days
2

Tied to the contract that requires it

Each COI lives next to the lease or vendor agreement that requires the coverage, so a gap between what's required and what's on file surfaces instead of hiding.

Required · GL $2MMet
Auto liabilityMissing
Additional insuredOn file
3

Prove compliance across the portfolio

When it's time to show coverage, the answer is already organized, per location, not scattered across inboxes. Chase nothing; the certificates are where they belong.

24 locations · COIsReview-ready
Expiring in 30 days3 vendors
Coverage gaps1 flagged
Built for vendor & tenant compliance

Compliance you can prove, not hope for.

01

The gap you don't see is the one that costs you.

A lapsed vendor COI means the liability quietly shifts back to you. AllureTrak surfaces the gap before an incident does, so coverage is something you've verified, not assumed.

02

One vault for every certificate.

COIs in the same place as the leases, permits, and contracts they relate to, searchable in seconds. No more digging through email threads per location to find a single certificate.

03

Add your broker, not their portal.

Bring your insurance broker or attorney into your portal with role-based access. They see exactly what you grant, and your documents never leave with them.

COI tracking FAQ

Questions franchisors ask.

What is COI tracking software?

COI tracking software keeps the certificates of insurance from your vendors and across your locations current, with expirations and coverage gaps surfaced before they become a liability. AllureTrak organizes every COI alongside the contract that requires it, flags what's expiring, and keeps everything review-ready across every location.

How does it track COI expirations and coverage gaps?

AllureTrak reads each certificate of insurance, ties it to the vendor and contract that require it, and surfaces the expiration date and the coverage it provides. A lapse or a gap is flagged ahead of time, so a missing or expired COI never becomes a problem at the worst possible moment.

Is it built for franchise and multi-brand vendor compliance?

Yes. AllureTrak is purpose-built for multi-brand franchisors. Track the COIs your vendors, contractors, and tenants are required to carry, per location, so you can prove compliance across the whole portfolio instead of chasing certificates one site at a time.

Can my insurance broker or attorney get access?

Yes. Your documents live on the inside, and you add your broker, attorney, or CPA as users to your portal with role-based access instead of being forced into theirs. They see only what you grant and never take your documents with them.

How is it different from a spreadsheet of certificates?

A spreadsheet is only as current as whoever last updated it and can't read a certificate. AllureTrak reads the actual COIs, keeps them tied to the contracts that require them, and surfaces expirations and gaps automatically, so vendor insurance compliance is something the system tracks, not something you remember.

Also built for license & permit tracking and franchise compliance.

Where COI tracking stops

Certificates are where compliance starts, not where it ends.

A tool built only for certificates can prove one arrived. It cannot tell you whether the business license behind that location is current, whether the individual credential the state requires is on file, or whether the standard in your agreement was ever met. Solving insurance on its own leaves most of the exposure untouched, and every requirement after it means another vendor and another login.

Insurance

  • Coverage types, limits, endorsements, and additional-insured language checked against what you actually require.

Licenses & permits

  • Business licenses and the individual credentials a state requires alongside them, tracked per location with expirations surfaced before they lapse.

Everything else with a date

  • Franchise agreements, vendor contracts, and any other required document, read the same way against the same standard.

Built with franchisors, so the platform scales past the single requirement a point tool was bought to cover.

Review your vendor compliance.

Tell us about your locations and we'll show you how AllureTrak tracks every COI, flags the gaps, and keeps your vendor insurance compliance review-ready.

  • COIs tied to the contracts that require them
  • Built with multi-brand franchisors
  • No credit card required

Two ways to start

Pick whichever fits where you are today.

No credit card. Your information is secure and never shared.