From commercial builds to residential installs, HVAC and mechanical contractors work with dozens of subcontractors and suppliers. Tracking Certificates of Insurance (COIs) manually is a recipe for missed renewals, project delays, and compliance headaches.
ConCOI automates COI collection, expiration reminders, and compliance reporting—so you can focus on keeping your projects running, not chasing paperwork.
Why HVAC & Mechanical Contractors Need Automated COI Management
HVAC jobs move fast, often involving multiple trades and tight schedules. Missing or expired insurance coverage can halt progress and increase liability.
Without automation, HVAC contractors face:
- Constant follow-ups for missing COIs
- Coverage lapses that expose projects to risk
- Manual updates across multiple job sites
- Frustrated project managers and clients
With ConCOI, your entire compliance process becomes proactive, visible, and effortless.
How ConCOI Streamlines HVAC Contractor Compliance
- Automated COI Uploads: Request COIs by text or email with a single click.
- AI Data Extraction: Automatically capture expiration dates, coverage limits, and policy details from any uploaded document.
- Expiration Reminders: Get automated alerts at 30, 15, and 7 days before expiration.
- Real-Time Dashboards: Track every subcontractor’s insurance status across multiple job sites.
- Downloadable Reports: Export compliance summaries for clients, owners, and banks in PDF or CSV format.
Benefits for HVAC & Mechanical Teams
- Eliminate manual COI tracking and email follow-ups
- Reduce risk from uninsured subcontractors
- Improve operational efficiency across projects
- Provide documentation easily during audits or inspections
- Strengthen client trust with transparent compliance reporting
Who Uses ConCOI in HVAC Projects
- HVAC Contractors: Manage dozens of subcontractors and insurance renewals.
- Mechanical Contractors: Oversee multi-site compliance from one dashboard.
- Project Managers: Need up-to-date visibility into subcontractor coverage.
- General Contractors: Centralize HVAC subs’ insurance for multiple builds.
FAQ for HVAC & Mechanical Contractors
How does ConCOI help HVAC contractors save time?
By automating COI collection and reminders, your team spends less time chasing paperwork and more time focusing on projects.
Can subs upload COIs directly from their phone?
Yes — ConCOI’s mobile-friendly system allows uploads via text or email with no login required.
Does ConCOI handle multiple project locations?
Absolutely. You can manage insurance compliance across all projects from a single, centralized dashboard.
Keep Your Projects Cool — Automate HVAC COI Tracking with ConCOI
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