AI COI Tracking • Open Source

Never chase an expiring COI again.

Drop a PDF. AI pulls every date, party, and coverage amount. Smart reminders run the chase for you — so your crews stay on the job.

  • Free forever to self-host
  • Open source, AGPL-3.0
  • 60-second setup, one docker-compose

Trusted by compliance teams at growing contractors

Manual deadline tracking costs you money.

One missed COI can shut down your job site, void your contracts, or expose you to liability.

Missed COIs shut down job sites

Expired insurance means work stops. General contractors pull your crew the moment a COI lapses. One missed renewal costs you days of downtime.

Spreadsheets can't send reminders

A shared Google Sheet won't alert you 30 days before a license expires. Static tracking tools don't escalate, don't notify, and don't hold anyone accountable.

No visibility across your team

When renewals are tracked in inboxes and sticky notes, no one knows what's expiring next week. A single source of truth for your whole team is not optional — it's essential.

From document to done in 60 seconds.

Four steps from upload to automated compliance tracking.

  1. Upload Document

    PDF, image, any format. Drag and drop or connect your email.

  2. AI Extracts Deadlines

    Dates, parties, coverage amounts, and obligations — structured automatically.

  3. Smart Reminders Activate

    Automatic alerts at 90, 60, 30, 7, and 1 day before expiration.

  4. Team Dashboard

    Track everything, acknowledge deadlines, escalate to the right person.

Built for contractor compliance.

Everything your team needs to stay ahead of every expiration.

AI Document Parsing

Upload a COI, get structured data in seconds. No manual entry, no copy-paste errors.

Smart Escalation

Owner → Manager → Team Lead if unacknowledged. No deadline falls through the cracks.

Smart Email Reminders

Cadenced 90 / 60 / 30 / 7 / 1-day notices to the right people, with optional escalation chains.

Team Dashboard

See every deadline, who owns it, and what's overdue — at a glance from any device.

Self-Hosted Option

Your data, your servers. Deploy with Docker Compose in minutes with no vendor lock-in.

Open Source

Inspect the code, contribute, and trust the platform. Licensed AGPL-3.0 with a paid cloud tier.

Simple, transparent pricing.

Start free and scale as your team grows. No hidden fees.

Self-Hosted
$0 /mo

Run it on your own infrastructure.

  • Full platform, all features
  • Unlimited records
  • Unlimited users
  • Docker Compose deploy
  • Community support
Get Started
Cloud Starter
$49 /mo

For small teams getting started.

  • 100 records
  • 3 users
  • Email reminders
  • AI document parsing
  • Email support
Get Started
Cloud Business
$399 /mo

For large teams with compliance needs.

  • Everything in Pro
  • Unlimited users
  • SSO / SAML
  • Audit logs
  • REST API access
  • Priority phone support
Contact Sales

Compare plans

Self-Hosted Starter Pro Business
RecordsUnlimited100Unlimited
Team membersUnlimited3Unlimited
Email reminders
Slack & SMS alerts (SOON)
AI document parsing
Escalation chains
SSO / SAML
Audit logs
REST API access
SupportCommunityEmailPhone & SLA

What teams say.

Illustrative feedback from contractor compliance teams during private beta.

We used to track 140 COIs in a spreadsheet and still missed renewals. OpenReminders cut that to zero in the first quarter.

Dana Ramirez Compliance Lead · Ramirez Mechanical

The AI parser reads our insurance docs better than our last ops manager did. Setup was a single docker-compose up.

Marcus Jenner COO · Northside Build Co.

Escalation chains mean I stop being the bottleneck. My team gets pinged 30, 7, and 1 day out — nothing slips.

Liam Kerr Project Manager · Summit & Co.

Frequently asked questions.

Everything you need to know about COI tracking and OpenReminders.

What is a certificate of insurance (COI)?

A certificate of insurance (COI) is a document issued by an insurance company that verifies a contractor or vendor carries active insurance coverage. General contractors typically require subcontractors to provide a current COI before work begins on a job site. COIs expire — usually annually — and must be renewed to maintain compliance.

How does AI extraction work?

OpenReminders uses large language model (LLM) AI to parse uploaded documents — PDFs, images, scanned files — and identify key dates, parties, coverage amounts, and expiration deadlines. The extracted data is structured and stored automatically, so you never need to manually enter dates.

How often should COIs be renewed?

Most certificates of insurance are issued on an annual basis and expire after 12 months. However, project-specific COIs may have custom dates tied to the job duration. OpenReminders tracks every expiration date individually and sends reminders at 90, 60, 30, 7, and 1 day before each deadline.

Can I self-host OpenReminders?

Yes. OpenReminders is open source under AGPL-3.0 and ships as a Docker Compose stack. You can deploy it on your own server in minutes. Self-hosting gives you full control over your data, unlimited records, and no monthly fees.

What document types are supported?

OpenReminders supports PDF files, common image formats (JPG, PNG, TIFF), and scanned documents. The AI extraction engine handles both digital and scanned text via OCR. Additional document formats can be added via the open-source plugin system.

How does the escalation chain work?

When a deadline approaches, OpenReminders sends reminders starting 90 days out. If the reminder is not acknowledged, the system escalates — first to the document owner, then to their manager, then to the team lead. Each escalation step is configurable per team. Every escalation is logged for audit purposes.

Is my data secure?

For cloud plans, data is encrypted in transit and at rest. For self-hosted deployments, your data never leaves your own servers — you have full control over access, backups, and retention policies. The codebase is open source, so the security model is fully auditable.

What happens if a deadline is missed?

If a deadline passes without acknowledgment, OpenReminders marks the record as overdue and continues to notify all escalation contacts. The team dashboard highlights overdue items prominently so nothing goes unnoticed. You can configure grace period windows and post-expiration notification frequency per document type.

  • 90 / 60 / 30 / 7 / 1 Reminder cadence (days)
  • < 60s From upload to tracked
  • AGPL-3.0 Open source license

Stop tracking deadlines in spreadsheets.

Free on your own hardware. From $49/mo in the cloud.

Get Started Free