DueFiles vs COISimple
COISimple meters document reads. DueFiles prices the roster and includes extraction and endorsement checks, so renewal season does not create a surprise invoice.
A portal and template start the workflow. The real test comes when hundreds of vendors renew in one month and every packet needs another read. DueFiles does not meter that work.
Why DueFiles wins
- Include extraction on Free, Starter, Pro, and Business.
- Use endorsement forms as requirements, not optional extras.
- Keep unreviewed files in a pending queue.
- Collect from vendors and brokers without an account.
- Publish plans at $0, $39, $99, and $249.
- Stop reminders after a confirmed pass.
Side by side
What buyers actually ask, answered with product behavior.
How is extraction sold?
- COISimple
- Document reads are metered.
- DueFiles
- Extraction is included. Pricing follows active vendors.
What happens during renewal season?
- COISimple
- More reads create more cost.
- DueFiles
- The plan stays the same, with the same endorsement checks.
How deep are the endorsement checks?
- COISimple
- Template fields.
- DueFiles
- Named ISO forms in the verification engine.
How is a checkbox handled?
- COISimple
- A tick can look complete.
- DueFiles
- A checkbox without its form remains a gap.
What happens while a file is pending?
- COISimple
- A stored document can look complete.
- DueFiles
- It stays pending until a person confirms it.
Does the portal require a login?
- COISimple
- Vendor upload is available.
- DueFiles
- A vendor or broker uploads without an account.
What is the published catalog?
- COISimple
- Read packs plus seats.
- DueFiles
- $0 Free, $39 Starter, $99 Pro, or $249 Business.
What does the audit trail include?
- COISimple
- Document history.
- DueFiles
- Hashed audit log and compliance export.
What do vertical templates contain?
- COISimple
- Generic templates.
- DueFiles
- Industry requirements with the forms those contracts require.
Can you try the workflow without using a read?
- COISimple
- A test upload consumes a read.
- DueFiles
- Use the homepage checker or inspect Harborstone.
Check every packet during renewal season
The busiest month is when every landscaper, HVAC contractor, and roofer renews. Included extraction lets operators read every packet instead of rationing document reads.
Templates that enforce the requirement
A template that does not fail a missing CG 20 37 is only a checklist. DueFiles turns completed operations into an explicit rule.
The queue turns reads into decisions
DueFiles sends low-confidence and failing files to Review. Operators work the queue, while boards see compliance states with a clear meaning.
Questions that come up
- What does DueFiles cost against metered reads?
- Free covers up to 10 vendors. Starter is $39 per month for up to 50 vendors. Extraction and endorsement checks are included. See the full catalog at /pricing.
- We want a simple workflow. Is DueFiles too heavy?
- Vendors receive one link, and operators work one queue. The depth sits in the requirement rules, not in unnecessary interface layers.
- What if we have only eight vendors?
- Use Free. Extraction and endorsement checks remain included, and you can upgrade when the roster grows.
Run the program in DueFiles
Start free and read every certificate on your roster without watching a meter.
More comparisons
vs TrustLayer
DueFiles includes named ISO forms, direct vendor uploads, a reviewer-confirmed status queue, and published standard pricing.
vs illumend
DueFiles gives your team editable endorsement requirements, direct vendor upload links, and published pricing.
vs myCOI
DueFiles verifies endorsements instead of tracking dates alone, preserves an audit trail, and publishes a catalog you can start from.
vs COI Tracker
DueFiles combines collection, endorsement verification, reminders, review control, and audit records in one program.
vs COISoftware
DueFiles connects certificate reading, requirement checks, vendor uploads, open-item requests, and renewal reminders.
vs TrackMyVendor
DueFiles focuses the workflow on insurance requirements, named forms, portal collection, review, and reminders.
vs Certificial
DueFiles verifies the packet in front of you with named endorsements, portal collection, reminders, and published pricing.
vs PINS
DueFiles names CG 20 10 and CG 20 37, keeps uncertain fields visible, and publishes roster pricing.