Stop Chasing
Certificates.
Start Managing
Compliance.
Certificates.
Start Managing
Compliance.
Carolina Compliance Solutions tracks your vendors' and subcontractors' Certificates of Insurance automatically — so you always know what's on file before the job starts.
No contracts · Same-day setup · Cancel anytime
Certificates of Insurance.
Any Industry.
Any Industry.
✓ General Contractors & Subcontractors
✓ Property Management Companies
✓ HOA & Community Associations
✓ Freight Brokers & Trucking Companies
✓ Franchise Operators
✓ Event Planners & Venues
✓ ...and more
Don't see your industry listed? Reach out — we likely support it too.
1-business-day
support response
$0
Per-sub fees — ever. Tiered flat rate only.
Same-day
setup
Any Industry
One System.
Every Vendor Type.
Every Vendor Type.
If your business collects insurance documentation from outside vendors, we can help — no matter what you call them or what coverage they carry.
General Contractors & Subcontractors
Track GL, workers' comp, and auto documentation — plus whatever else your subs are required to carry.
Property Management Companies
Monitor documentation for maintenance, cleaning, and repair vendors — or any other vendor type on your properties.
HOA & Community Associations
Keep landscaping, roofing, and service vendor documentation current — whatever your association requires.
Freight Brokers & Trucking Companies
Track carrier documentation — auto, cargo, and anything else you require — before every load, not just at onboarding.
Franchise Operators
Track vendor and location-level documentation across your network, for whatever coverage types your franchise agreements call for.
Event Planners & Venues
Track documentation from caterers, entertainers, rentals — or any other vendor type your contracts require.
Not seeing your industry? If your business manages certificates from outside vendors or contractors, we can probably help. Reach out and we'll take a look.
Why CCS
The old way vs.
the CCS way
the CCS way
Most businesses 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 have current documentation on file✕
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 which documents are missing before a job starts✓
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 businesses track vendor and subcontractor insurance documentation 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 has current documentation on file and who doesn't. Green means on file. 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
Built by someone who did this job by hand for two years. I know what breaks and what gets missed — because I lived it.
1
Subs reply by email. That’s it.
No portals. No logins. No “please create an account to upload your certificate.” Most platforms make subs sign up for something, and let’s be honest — nobody wants to deal with paperwork in the first place. The more hoops you make a sub jump through, the less likely you are to get the certificate back. My system meets subs where they already are: their inbox.
2
AI reads the certificate.
The software pulls every detail off the document — coverage types, policy limits, effective and expiration dates, carrier names, additional insured language, and more. All structured automatically into your database. Significantly less manual data entry for your team, so they can spend their time actually building things instead of typing certificate info into spreadsheets.
3
Every line gets reviewed against your requirements.
When something’s missing or expired on the documentation, the system flags it, follows up with the sub directly, and only escalates to you when your input is needed. I handle the administrative grunt work — the documentation decisions stay with you, where they belong. It’s your company, your risk, your call. I’m here to support those decisions, not make them.
4
Every email gets classified automatically.
New certificates, renewals, cancellations, agent replies, out-of-office messages — the system sorts and routes each one so nothing gets lost in an inbox.
5
Renewal reminders send themselves.
Multiple touchpoints before a certificate’s expiration date, all on a smart schedule. Your team doesn’t lift a finger.
6
Real-time documentation dashboard.
See at a glance which subs have current certificates on file and which are approaching expiration.
Ready to stop chasing certificates?
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 · First month just $49 · Cancel anytime · Built in the Carolinas