Free templates
Free COI Tracking Spreadsheet Template (.xlsx & .csv)
Download our free Certificate of Insurance tracking spreadsheet in Excel (.xlsx) or CSV format with 27 pre-built columns for General Liability, Auto, Umbrella, Workers’ Compensation, Additional Insured endorsements, W-9 status, and payment holds.
Template columns and sample rows
Scroll the table to see every column →
| Vendor Name | Property | GL Each Occurrence | GL Aggregate | GL Expiration | AI Endorsement | Payment Hold |
|---|---|---|---|---|---|---|
| Apex Plumbing LLC | 123 Main Street | $2,000,000 | $4,000,000 | 2027-06-01 | CG 20 10 04 13, CG 20 37 04 13 | Clear |
| Metro HVAC Services Inc. | 123 Main Street | $1,000,000 | $2,000,000 | 2027-01-01 | Not attached | Hold |
How to use this template
- Download the .xlsx workbook or .csv file and add one row per active contractor or building vendor.
- Enter each policy effective date, expiration date, Each Occurrence limit, and General Aggregate limit from the vendor’s ACORD 25.
- Track whether the CG 20 10 and CG 20 37 endorsement pages and signed W-9 are attached before setting Payment Hold to Clear.
- When your portfolio outgrows manual spreadsheet entry, upload your certificates to COIScreen to automate extraction and renewal chasing.
Related guides
How to Read an ACORD 25 Certificate
A box-by-box guide to reading an ACORD 25 certificate of insurance, from producer details and policy limits to additional insured and subrogation flags.
Managing January 1 COI Renewals
How to prepare for the January 1 commercial insurance renewal wave, schedule 30-day reminders in December, and prevent vendor payment holds in January.