Your own coverage
General liability and workers’ compensation policies, tracked next to the licenses they support.
Track certificates of insurance, one policy at a time.
Upload a certificate of insurance and every policy on it is read with its own number, insurer and end date. Save them as separate items, each reminded before it ends — yours and your subcontractors’.
READ FOR YOU
Several policies on one certificate, each tracked on its own.
A certificate of insurance often lists several policies with different end dates. Each one is read separately, so none of them lapses unnoticed.
- Every policy read with its own number, insurer and end date
- Save one, or all of them as separate items in one click
- Policy periods printed “From … To …” are understood
- Linked to the subcontractor it names, when the name matches someone in your directory
- Nothing saved until you’ve checked it
YOURS AND YOUR SUBS’
Your own policies, and the ones you collect.
Subcontractors’ certificates
Each policy linked to the sub who holds it, so they’re reminded along with whoever on your team chases it.
Subcontractor complianceRenewed certificates by link
Send the holder or their agent a link; they upload the new certificate without signing up.
Upload linksWHAT EVERY ITEM GETS
The same reminders, documents and reports, whatever it is.
Reminders before you need to start
90, 60, 30, 14, 7 and 1 day before the start-renewing date, then follow-ups on the day and 3, 7 and 14 days after.
Renewal remindersDocuments kept with it
The current copy and every past version, stored privately and kept in its renewal history.
Document storageIn every report
By type, state, person and assignee — exportable to Excel and PDF.
Reports and exportsQUESTIONS
Insurance certificates: common questions
What it does, what it doesn’t, and where your review still matters.
More answers in the FAQWhat 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.
Does it check the coverage with the insurer?
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 can it read?
PDFs, scans and phone photos (JPEG, PNG, WebP) of insurance certificates and declarations pages, among other documents. HEIC photos need converting to JPEG first.
Can my insurance agent send me the renewed certificate?
Yes. Send them an upload link from the item. They upload it without an account, and it waits for you to check.
RELATED
Where to go next
Subcontractor complianceEach sub’s certificates and licenses, linked to them, reminded and collected.Learn more BondsSurety and license bonds, with the amount and your bonding agent.Learn more AI date readingUpload a photo or PDF — the dates are read for you to check.Learn more Upload linksContractors send their renewed copies themselves.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.
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Then $39 a month, or $390 a year. Cancel whenever.