How it works
You do the setup once. Collection, checking, and follow-up run on their own.
You add vendors and set the rules
Enter each contractor with a name and an email, and pick which requirement set applies to them. A requirement set is the insurance you expect for that kind of work: general liability minimums, auto liability, workers' comp, whether you must be named as additional insured. Most firms need two or three sets.
Each vendor gets a private upload link
The moment a vendor is added, they receive an email under your company name with their own secure link. They open it on any device, attach their COI, and the details fill in from the document for them to confirm. There is no account to create and no password to forget.
The certificate is checked against your rules
Every coverage is compared to the minimums in that vendor's requirement set. If a limit is short, a coverage is missing, or the policy is about to expire, the vendor is marked accordingly and you can see the exact reason. Nothing is hidden behind a score.
Follow-ups run on their own
Notices go out 30, 14, 7, and 1 day before a policy expires, then weekly while a certificate is missing or expired. Every send is logged. When the renewed certificate arrives and passes, the reminders stop and the vendor goes back to compliant.
The flow on screen
Every label below comes from the real product.
| Vendor | Status | |
|---|---|---|
| Metro Pest Control | Expiring soon | View |
| Harbour Glass & Glazing | Expiring soon | View |
| Nova Electric | No certificate | View |
| QuickFix Handyman Services | Non-compliant | View |
Watch the whole loop run
Book a demo and we'll set it up on one of your real vendors.