Coverage by subcontractor
See which subs have a policy or license overdue or due soon, and click through to exactly those items.
Reports and exportsSUBCONTRACTOR COMPLIANCE
See which subcontractors’ insurance and licenses are coming due.
Upload a sub’s certificate of insurance and each policy becomes its own tracked item, linked to them. They’re reminded before anything ends, and the renewed copy comes back to you by link.
HOW IT WORKS
From a sub’s certificate to reminders they actually receive.
Add your subcontractors
Put each sub in the People directory — by hand or from Excel or CSV. They don’t need accounts.
Upload their certificates
Up to twenty documents at once. Every policy on a certificate is read with its own number, insurer and end date, and linked to the subcontractor it names when that name matches someone in your directory.
Check and save
Each reading sits beside the document for you to confirm. Save one policy, or all of them as separate items in one click.
Reminders reach the sub and your team
Before a policy or license ends, the subcontractor who holds it is reminded along with whoever on your team chases it.
Collect the renewal by link
Send the sub an upload link. They send the new certificate without signing up; you check it before anything changes.
STAYING IN CONTROL
See which subs are covered, and which aren’t.
The same COI twice
Subs often resend a certificate you already have. A repeat upload, or a policy typed in and then scanned, is caught before it’s saved.
Their choice of email
Each sub can get an email per reminder, one grouped email a day, or none.
ONE CERTIFICATE
One certificate of insurance, several things to track.
A certificate often lists several policies, each ending on its own date. Each is saved as its own item with its own reminders, all linked to the one document.
- Each policy with its own number, insurer and end date
- All linked to the subcontractor it names
- Says how sure the reading is, and leaves a date blank rather than guess
- Nothing saved until you’ve checked it
QUESTIONS
Subcontractor compliance: common questions
What it does, what it doesn’t, and where your review still matters.
More answers in the FAQDo subcontractors need an account?
No. They’re in your People directory, can be reminded by email, and send renewed documents through an upload link without signing up.
What about a certificate with several policies?
Each policy is read with its own number, insurer and end date. Save the one you need, or all of them as separate items in one click.
Can a sub’s upload change my records?
No. What they send waits beside the item for you to check. Nothing changes until you renew it with the new document.
Does it confirm a sub’s coverage or license with the insurer or the state?
No. Tracking a date is not official verification, and we don’t connect to licensing boards, cities or insurers. Check what each renewal asks for with whoever issues it.
What does it cost?
Everything here is part of Pro — $39 a month, or $390 a year — and of the 7-day free trial, which needs no card.
RELATED
Where to go next
Insurance certificatesGeneral liability, workers’ comp and every policy on a certificate.Learn more Upload linksContractors send their renewed copies themselves.Learn more Office managersEvery license, policy and bond in one place, and reminders that reach the right person.Learn more For businessesEvery crew member’s and subcontractor’s licenses and insurance, with the documents on file.Learn more
FROM THE BLOG
Further reading
Renewal lead time: why reminders should start earlyThe expiration date is when it’s too late. Here’s how to work out when a renewal needs to begin — and why that’s the date your reminders should count down to.Read the article How to keep track of contractor license expiration datesExpiration dates hide in PDFs, wallets and inboxes. A simple system for recording every license, permit and certificate — and hearing about each renewal in time.Read the article
Put your next renewal on the radar.
Try everything free for 7 days. No card needed.
Then $39 a month, or $390 a year. Cancel whenever.