Certificate of insurance tracking · UK
Never let supplier
insurance lapse again.
A lapsed COI is a risk you only spot too late.
Certificates of insurance are the easiest compliance document to lose track of, because they renew on their own schedule and rarely land in your inbox when they do. A supplier is fully covered when you onboard them, then twelve months later the policy renews and nobody sends you the new certificate. You are exposed and do not know it.
Supplio treats insurance and certificates as tracked records, not attachments. Each one carries an effective and expiry date and a live status, and the platform chases suppliers automatically as expiry approaches, so the fresh certificate arrives before the old one lapses.
Tracking and chasing, handled for you.
Every capability below is a shipping feature you can reach in the product today.
Insurance & certificate expiry chasing
Track insurance policies and certificates by expiry, and chase suppliers automatically before they lapse.
Certification tracking
Record each supplier certification with its issuing body, issue and expiry dates, and live status.
Document store with expiry tracking
Store the documents suppliers upload, with expiry dates and automatic reminders as they approach.
Rule-based automations
Configure rules that react to supplier events, and configurable approval workflow stages.
Branded supplier portal
A self-service portal your suppliers log into, carrying your logo, accent colour and welcome message.
Store it once, and it chases itself.
Every policy, with a status
Record each insurance policy with its type, carrier, policy number, effective date and expiry date. Supplio computes a live status: Valid, Expiring soon (within 30 days) or Expired. A daily background job keeps that status current without anyone touching it.
- Policy type, carrier, number, dates
- Valid / Expiring soon / Expired status
- Recomputed daily, automatically
Automatic renewal chasing
As a certificate approaches expiry, Supplio reminds the supplier automatically. Rule-based automations watch documents, certificates and insurance as they approach expiry and can email the supplier, assign a form or create a task. You can also send a one-click reminder whenever you want to nudge sooner.
- Automatic reminders before expiry
- Rules on documents, certificates and insurance
- One-click manual reminder too
Suppliers resupply in the portal
The reminder points the supplier to their branded portal, where they upload the renewed certificate directly. The record updates in place, the status flips back to Valid, and the whole exchange is captured, so you have proof the certificate was current the whole time.
- Suppliers upload renewals in the portal
- Record updates in place
- History retained for evidence
Insurance tracking, answered.
What is certificate of insurance (COI) tracking?+
How does the automatic chasing work?+
Does Supplio verify the insurance is genuine?+
Can I track certificates other than insurance?+
How much does Supplio cost?+
See it against your own suppliers. Prices are on the website, in GBP.
Q1 evidence pack
Suppliers · Compliance · Scope 3
Two weeks from now you could be exporting a board-ready evidence pack instead of patching a v17 spreadsheet. Transparent UK pricing, Stripe-secured, cancel any time.
- UK-built · GDPR & UK DPA 2018
- Transparent GBP pricing · no hidden seats
- Founder-led UK support
