Twenty-three free browser-only tools
Choose the COI problem you need to solve.
Search by task or filter by situation. Every tool keeps your entries in the browser and creates only the local copy, print, calendar, or CSV output you choose.
Not sure? Use the guided workflow finder →23 tools shown
COI Rejection Risk Checker
Spot likely administrative problems before submission.
Start a pre-submission check →COI Agent Request Builder
Turn confirmed requirements into a focused issuer request.
Build an agent request →COI Coverage Limit Comparator
Compare required and displayed limits field by field.
Compare limits →COI Expiration Gap Planner
Find policy periods that end before project milestones.
Check expiration gaps →Vendor Insurance Evidence Checklist
Inventory certificates, endorsements, review items, and delivery evidence.
Build an evidence checklist →COI Requirement Phrase Explainer
Turn common insurance phrases into client and agent questions.
Explain a requirement →COI Named Insured Matcher
Preserve meaningful business-name differences across records.
Compare business names →COI Project Party Role Mapper
Separate project relationships from insurance-evidence roles.
Map project parties →COI Resubmission Log Builder
Track corrections, package versions, delivery, and reviewer responses.
Build a resubmission log →COI Renewal Request Timeline
Work backward from the client’s real evidence deadline.
Plan a renewal →COI Filename and Manifest Builder
Create controlled filenames and a private package inventory.
Build filenames and manifest →COI Reviewer Response Organizer
Split a rejection into separate owned and dated actions.
Organize reviewer feedback →COI Requirement Change Tracker
Compare baseline and revised written requests without erasing either.
Compare requirement versions →COI Package Delivery Cover Sheet
Describe one exact outgoing package without overstating its status.
Build a delivery cover →COI Portal Receipt Verifier
Compare the intended package with the final visible portal record.
Verify a portal submission →COI Trade, Location & Phase Mapper
Keep project-wide requirements separate from narrow qualifiers.
Map requirement scope →COI Description Checklist
Separate project facts from certificate and coverage conclusions.
Review description items →COI Evidence Responsibility Matrix
Assign each answer, document, status, and decision to one owner.
Map responsibilities →COI Requirement Exception Record
Preserve the baseline, proposal, availability, and authorized decision.
Record an exception decision →COI Endorsement Evidence Matrix
Match each endorsement request to its document, scope, issuer response, and review status.
Build an endorsement matrix →COI Evidence Source Register
Give every requirement, evidence item, response, and receipt a dated source identity.
Build a source register →COI Source Conflict Resolver
Preserve both sources, isolate one difference, and route the decision without guessing.
Resolve a source conflict →COI Compliance Review Pack
Assemble sources, evidence states, conflicts, decisions, delivery, and open actions.
Build a review pack →No tool matches that search. Try a broader word or choose another situation.
How to choose
Start with the missing premise.
If the requirement is unclear, ask the client before requesting evidence. If the policy or endorsement is unclear, route it to the licensed issuer. If the package or portal failed, preserve the observable delivery record first.