We collect certificates of insurance, keep them in one tracker, and remind you before they expire. Document handling only, with no coverage advice and no policy sales.
| Vendor | Insurer | Expires | Status |
|---|---|---|---|
| Vendor A | Insurer 1 | Mar 14, 2027 | Current |
| Vendor B | Insurer 2 | Nov 02, 2026 | Expires soon |
| Vendor C | Insurer 3 | Sep 30, 2026 | Expired |
Illustration with placeholder names.
We request certificates, follow up on missing ones, and record insurer, coverage dates, and the document on file.
Expiring certificates flagged ahead of time, with renewal requests sent on the schedule you choose.
W-9, certificate, license or authority letter, and signed agreement gathered and checked for completeness.
Policy details entered and claim documents indexed and checked for completeness, so files stay organized.
Brokers and carriers keeping carrier certificates current. See also our dispatch services.
Managing subcontractor and vendor certificates across many jobs or properties.
Anyone with a growing stack of policy documents and no one to keep them in order.
This is administrative support. We track and organize documents; the decisions stay with you.
Certificates of insurance, plus items such as W-9s, licenses, authority letters, and signed agreements. Ask about anything else and we'll say whether we can handle it.
No. We handle documents and reminders only. We don't advise on coverage, sell policies, or decide whether coverage is acceptable.
We sign an NDA before work starts, limit access to the people working on your account, use two-factor authentication, and keep client documents off personal devices.
The pilot scope and the ongoing price are agreed in writing before any work starts. Tell us how many vendors or documents you have and we'll propose a structure.
Send a short vendor list or a few documents and we'll show you how we'd track them.
Replies within one business day. Pilot scope and pricing are agreed in writing before any work starts.
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