COI Tracking for Anyone Who Manages Subcontractors
Stop Chasing
Certificates.
Start Managing
Compliance.
Certificates.
Start Managing
Compliance.
Carolina Compliance Solutions tracks your subcontractors' Certificates of Insurance automatically — so you always know who's covered before the job starts.
Compliance Dashboard
April 2026
Total Subs
47
Expiring Soon
6
Compliant
38
SubExpiresCoverageStatus
Smith Electric
Compliant
Apex Framing
Expiring
Carolina HVAC
Expired
⚠️
Apex Framing COI expiring
Auto-reminder sent · 18 days left
Hours back
every month
$0
Per-sub fees — ever. Tiered flat rate only.
Same-day
setup
Why CCS
The old way vs.
the CCS way
the CCS way
Most GCs are still managing COIs in spreadsheets or email threads. There's a better way.
Before CCS
Spreadsheets & Email
✕
Chasing subs for updated COIs every renewal cycle✕
Expired certificates slipping through unnoticed✕
No clear view of which subs are actually compliant✕
Hours of manual data entry every month✕
Compliance scattered across inboxes and foldersWith CCS
Automated. Organized. Visible.
✓
Automated renewal reminders sent before expiration✓
AI flags expiring and expired COIs automatically✓
Real-time compliance dashboard across all your subs✓
AI extracts policy details from submitted certificates✓
Know your exposure before a job starts, not after✓
Everything in one place, accessible any timeFeatures
Everything you need to manage
COI compliance. Nothing you don't.
COI compliance. Nothing you don't.
Carolina Compliance Solutions is built to do one thing really well: help contractors track subcontractor insurance without the manual work.
Centralized COI Storage
Upload and organize every certificate in one place. No more digging through emails or hunting through shared drives. Accessible from any device, any time.
AI Data Extraction
Our AI automatically pulls expiration dates, coverage types, and key policy fields from every uploaded certificate. No manual data entry required.
Compliance Dashboard
One clear view of who's compliant and who isn't. Green means covered. Red means action needed. See your entire sub base at a glance.
Automated Expiration Reminders
Get notified before a COI expires — and optionally alert your subcontractors directly. You set the timing. We handle the emails.
Email COI Submission
Subcontractors email their COI directly to a dedicated inbox. No portal, no account creation, no friction. We handle it from there.
Sub Management
Keep every subcontractor's contact info, compliance status, and certificate history organized in one place. Know exactly where every sub stands.
How it works
Up and running in minutes,
not months
not months
No implementation team required. No lengthy onboarding. Add your subs, set your requirements, and CCS handles the rest.
1
Add your subcontractors
Enter their name and basic contact info. That's it.
2
Upload their COIs
Upload the COI yourself, or have your sub email it directly to your CCS inbox. No account needed on their end.
3
AI extracts the data
The system reads the document and pulls out expiration dates, coverage types, and key policy fields automatically.
4
Dashboard updates instantly
See who's compliant, who's expiring soon, and who needs attention — all in one place.
5
Reminders go out automatically
The platform sends reminders before COIs expire — to you, your team, or your subs directly. You set the timing.
Know who's covered
before the job starts.
before the job starts.
Carolina Compliance Solutions gives you one place to store, track, and monitor every Certificate of Insurance your subs submit — so nothing slips through the cracks.
No contracts · Cancel anytime · Built in the Carolinas