COI Tracking for Property Managers & HOAs

Every vendor's insurance, tracked automatically.

Roofers, HVAC, landscapers, painters: if a vendor's COI lapses and someone gets hurt on a property you manage, the claim becomes your problem. TradeGuard tracks your vendors' certificates and warns you before they expire.

90/60/30-day expiry alertsVendors upload their own COIs

No credit card required · Cancel anytime · 14-day free trial

Every vendorOne place, one view
30+Document types tracked
90/60/30Day expiry alerts
< 30sReads a COI's dates

Vendor compliance, without the shared folder

Three steps to know that every vendor on every property is actually covered.

1

Add your vendors

Import the vendors you work with across your properties, or invite them to add themselves.

2

Upload the COIs

Drop in the certificates you already have. TradeGuard reads the expiration dates and coverage limits automatically.

3

Get warned early

Automatic 90/60/30-day alerts before any policy lapses, with renewal requests sent to the vendor for you.

Everything a property manager needs to stay covered

Expiration alerts

90/60/30-day warnings before any vendor COI lapses, so you never find out after the fact.

Smart document reading

Upload a certificate and TradeGuard pulls the dates, limits, and additional-insured status in seconds.

Self-serve vendor portal

Vendors upload and renew their own certificates through a private link. No more email chasing.

Expired & edited certificates

See which certificates are out of date. Certificates you upload are checked for signs of editing.

HOAs & associations

Built for general contractors. Property managers can track vendors with it, but there are no properties or units yet.

Live compliance reports

Share a real-time compliance view with owners and boards, with no binder to assemble.

One lapsed vendor policy is all it takes

A vendor's insurance quietly expired weeks ago. Someone gets hurt on a property you manage. Now the claim rolls up to the association, and to you. Here's the chain TradeGuard breaks:

❌A vendor's policy lapses and no one notices
❌The certificate on file is expired, or forged
❌An incident on the property becomes the association's claim
❌The board asks who verified the coverage, and it points to you
Every vendor's certificate expiry date is tracked
You're alerted the moment a policy is about to lapse
Renewal requests go out to vendors automatically
You can share a compliance report with the board

Write to the person who built it

TradeGuard is founder-built in Fredericksburg, VA. No sales team, no phone tree: if you have a question, email me and I'll answer it myself. Your data is always yours to export.

Common questions

Do I need a credit card to start?+

No. You get full access on a 14-day free trial with no credit card required. Add a plan only when you decide to keep it.

How long does setup take?+

Add your vendors, upload the COIs you already have (we read the expiration dates for you), and TradeGuard handles the rest.

What does it track?+

Vendor certificates of insurance (general liability, workers' comp, auto, umbrella), plus W-9s, licenses, and 30+ document types, with expiration dates and additional-insured status.

Can vendors upload their own certificates?+

Yes. Each vendor gets a self-serve portal link to upload and renew their own documents, so you're not chasing paperwork by email across every property.

Does it work for HOAs and community associations?+

Built for general contractors. Property managers can track vendors with it, but there are no properties or units yet.

Know every vendor is covered, starting today

Add your vendors, upload your certificates, and let TradeGuard watch every expiration date for you.

No credit card required · Cancel anytime · Export your data whenever you want