Who this is for
- General contractors managing multiple subs across projects
- Commercial contractors with strict compliance requirements
- Builders who've been burned by an uninsured sub
- Anyone tired of the "can you send your COI again?" email
The problem
You need a COI from the electrician before he starts Monday. His insurance expired last month and nobody noticed. Now you're chasing paperwork at 4pm on Friday while the job sits.
Compliance paperwork is boring, but it's not optional. Expired insurance means you're exposed. Missing W-9s mean tax headaches. Lapsed licenses mean code violations.
What we track
- Certificates of Insurance - General liability, workers comp, auto, umbrella
- W-9 forms - On file before first payment
- Contractor licenses - State and local, with expiration tracking
- Signed contracts - Subcontract agreements, lien waivers
- Safety certifications - OSHA 10/30, trade-specific certs
How it works
- We set up a tracker for your subs - who needs what, when it expires
- We request documents directly from subs (or you forward what you have)
- We file everything and flag what's missing or expiring
- 30 days before expiration, we request updated documents
- You get a dashboard showing who's compliant and who's not
We handle the chase. You just check the dashboard before you cut a check or let someone on site.