Free template
COI tracking spreadsheet template
Track every vendor's certificates of insurance in one sheet, with expiry dates that color themselves. Free, no sign-up, works in Excel and Google Sheets.
Download the template (.xlsx)
Excel file, 15 KB. For Google Sheets, upload it to Google Drive and open it with Sheets.
What's inside
- One row per policy, with the columns that matter: vendor, coverage type, insurer, policy number, dates, limits, endorsements, status, and notes.
- Rows turn red when a policy has expired, orange within 30 days, and yellow within 90 days.
- A Days left column you can sort by, so the most urgent renewals rise to the top.
- Dropdowns for coverage type, status, and "meets requirement", so filters stay reliable.
- A Requirements tab to record the minimums you require for each vendor type.
- A How to use tab with a simple weekly routine.
General information, not legal or insurance advice. Set your coverage requirements with your contracts and your broker.
Related guides
Outgrowing the spreadsheet?
CertiTrack reads the dates from each certificate, emails vendors before anything expires, and lets them upload renewals through a secure link. Free for up to 5 vendors.