Stop tracking COIs in spreadsheets

The spreadsheet is where COI tracking goes to die. Not because the person maintaining it is bad — because the tool cannot do the job. A spreadsheet stores dates; it cannot act on them.

FeatureCOIFortExcel & spreadsheets
Verifies coverage limits against requirements YesNo
Automatically emails vendors for certificates YesNo
Reminds you before expiration YesOnly if someone opens the file
Audit-ready certificate history YesManual folders
Works while you sleep YesNo
The bottom line: Every hour your team spends on COI spreadsheets is an hour that automated tracking would have done better. The only reason to stay in Excel is not having tried automation.