Why CertTrack Lite Exists

We built CertTrack Lite because we kept hearing the same frustration from small agencies and contractors: managing certificates of insurance was eating up hours they didn't have, and the tools available either required enterprise budgets or came with the same overhead as a full agency management system.

The problem isn't that agencies don't care about compliance. They do. The problem is that tracking COIs in shared spreadsheets, email threads, and sticky notes doesn't scale — and when certificates expire unnoticed, agencies take the blame even when the lapse was the vendor's responsibility.

CertTrack Lite solves the workflow, not the paperwork. We use AI to pull data from uploaded PDFs, organize everything in a clean dashboard, and send automated reminders before deadlines slip. It's the certificate tracking tool that small teams actually need.