Front office managers are the unsung heroes of every construction company. Between phone calls, invoices, and project coordination, managing Certificates of Insurance (COIs) can quickly become overwhelming. Chasing subcontractors for paperwork, checking expiration dates, and updating spreadsheets all eat away at valuable time.
That’s where ConCOI steps in — giving front office teams an easy, automated way to keep insurance compliance under control.
The Challenge: Manual COI Management Is a Time Sink
Without a dedicated system, COI tracking often looks like this:
- Dozens of emails with attachments scattered across inboxes
- Spreadsheets full of policy dates that need constant updates
- Missed reminders leading to expired coverage
- Frustrated project managers waiting for documentation
For a front office manager, it’s a never-ending cycle of chasing paperwork and putting out fires.
The Solution: ConCOI Simplifies the Process
ConCOI is designed specifically to take the COI burden off your shoulders. With automation, AI, and an intuitive dashboard, it replaces manual tracking with a seamless digital workflow.
Here’s how ConCOI helps front office teams:
- Centralized Dashboard
View all subcontractor COIs in one place — no more digging through folders or inboxes. - AI-Powered Certificate Reading
Upload a PDF or photo and let ConCOI automatically extract key policy details like coverage types, expiration dates, and insured parties. - Automatic Expiration Reminders
ConCOI sends alerts at 30, 15, and 7 days before a policy expires — to both the front office and the subcontractor. - Easy Upload Links for Subs
Send a simple email or text link for subcontractors to upload their certificates — no logins or portals required. - Instant Compliance Visibility
Color-coded dashboards show which subs are compliant, which are expiring soon, and which are missing documents.
Why Front Office Managers Love ConCOI
- Saves Hours Each Week: No more manual data entry or follow-ups.
- Reduces Errors: AI ensures policy details are captured correctly.
- Improves Communication: Automated reminders keep everyone accountable.
- Increases Confidence: You always know your projects are protected and compliant.
Real-World Example
Before ConCOI: The office admin at a midsized roofing company spent 6–8 hours a week tracking down missing COIs.
After ConCOI: She reviews compliance once a week for 10 minutes — while the system automatically reminds subs to renew their coverage.
Final Thoughts
Front office managers keep construction companies running — and with ConCOI, they finally have a tool built for their workflow. By automating COI collection and tracking, ConCOI turns compliance chaos into clarity.
👉 Next Step: See How ConCOI Can Simplify Your Office Workflow
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