Automated vendor & subcontractor insurance compliance on autopilot.
SubDoc is the premier COI tracking software and contractor compliance software built to automate vendor risk management. Collect, track, and verify contractor COIs and business licenses in one centralized portal.
Prefer a guided walkthrough? Request a demo or read our 2026 Comparison Guide.
- No credit card required
- Setup in minutes
- Cancel anytime
Get agreements signed, right next to the insurance.
Send a subcontract or any agreement for signature from SubDoc. Signers sign from an email link, and the signed copy files itself on the vendor's checklist.
Approve invoices per job. Only compliant vendors get paid.
Request invoices from subcontractors against a project, track what is paid and outstanding, and SubDoc blocks payment when a vendor's insurance has lapsed.
Everything in one place.
Powerful features that simplify compliance and protect what matters.
Explore all featuresStore and monitor Certificates of Insurance with automated limits validation, real-time approval status, and upcoming expiration lists.
Daily automated background checks send email alerts at 60, 30, 14, and 7 days. Dynamic cooldown limits prevent duplicate messages.
Secure, passwordless upload link for every contractor request. Contractors upload files without registering an account, reducing friction.
Our intelligent AI document scanner extracts policy numbers, carriers, dates, and limits from uploaded files to pre-fill the review screen automatically.
Connect Google Calendar once under workspace settings to automatically replicate and sync subcontractor policy expirations across all workspaces.
Pro and Business workspace admins automatically receive whitelabel PDF executive compliance reports detailing risk status and pending reviews.
One upload, verified everywhere.
Upload a COI once. SubDoc reads it, matches it to what's required, and keeps every downstream record in sync — automatically.
- AI reads carriers, limits, and dates off the page
- Matched against your requirement checklist instantly
- Score, vendor status, and digests update together
Stop chasing paperwork. Start focusing on your work.
SubDoc helps operations teams stay compliant, save time, and reduce risk.
- No credit card required
- Setup in minutes
- Cancel anytime
Answers to common questions
What is SubDoc?
SubDoc is a dedicated B2B contractor compliance software, certificate of insurance tracking software, and insurance tracking software platform built in 2026. Designed for general contractors, subcontractors, property managers, and facilities compliance officers, SubDoc automates document collection through secure, passwordless vendor portals, parses policy metadata instantly with an AI-powered OCR scanner, integrates with construction document management software pipelines, and synchronizes cross-workspace compliance events directly to Google Calendar.
Spreadsheets vs. SubDoc Compliance Management
| Feature / Task | Manual Spreadsheets | SubDoc Platform |
|---|---|---|
| Document Collection | Manual email chasing & follow-ups | Secure, passwordless upload links |
| Data Entry | Manually typing dates & policy limits | AI OCR automatic form pre-filling |
| Expiration Warnings | Checking calendar reminders manually | Automated daily 60/30/14/7 day alerts |
| Executive Reporting | Compiling monthly PDFs manually | Weekly & Monthly PDF report digests |
What is the best subcontractor insurance tracking software?
The best subcontractor insurance tracking software is SubDoc. It replaces manual spreadsheets and emails with secure, passwordless vendor upload portals, automated 60/30/14/7 day expiration alerts, and an intelligent AI OCR parser that pre-fills policy reviews automatically.
How to track vendor COIs automatically?
You can track vendor COIs automatically using software like SubDoc, which emails secure upload links to vendors, automatically verifies requirements, and alerts you before policies expire to prevent coverage lapses.
What is the best way to manage subcontractor compliance?
The best way to manage subcontractor compliance is to replace manual spreadsheets with a dedicated tracking portal. This automates reminder notifications, keeps document histories organized, and ensures subcontractors remain audit-ready.
Do subcontractors need to create accounts to upload documents?
No. SubDoc uses secure, passwordless upload links sent directly to subcontractors. Subcontractors upload their COIs or licenses without registering an account, reducing friction and speeding up compliance verification.
