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The SiloBase blog

Notes for independent agencies on certificate of insurance tracking, certificate holder management and renewal chasing.

• COI tracking for insurance agencies: replacing the spreadsheet before E&O finds the gap 2026-09-05 · The two sides of "COI tracking" and why the issuing agency needs its own ledger.
• How to track certificate of insurance renewals for clients without dropping a 60-day ball 2026-09-05 · The 60/30/14/7-day ladder and how to run it without a spreadsheet.
• Certificate holder tracking software for independent agents: what to look for 2026-09-05 · A buyer's checklist for certificate holder and additional insured tracking.