Streamline Your Subcontractors' Insurance Tracking
Ensure Your Project's Compliance with Efficiency: Benefit from automatic reminders and secure document storage, maintaining all necessary documentation readily available and up-to-date, enabling quick decision-making and minimizing risks.
One source of certificate truth
Quickly visualize all vendors, subcontractors or contacts and who's missing COI in one central place. Know who's qualified for the job.
Real time status tracking
The COI status is updated automatically and what you see in the dashboard and on the vendor list is the current status.
Automatic email reminders
Expiration Reminder will automatically send email and SMS text reminders keeping every one in the loop when COIs are about to expire. No more manually sending emails.
Compliance Rules
Flexible compliance rules to find out which vendors are compliant and which are non-compliant. Create compliance rule to validate insurance amounts and general aggregates against provided General Liability, Workers Compensation, Automobile Liability, etc. As many compliance rules can be added per position or client scenario.
Automatic expiration date tracking
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
Map view
View locations, jobs and sites in a map view to quickly find COIs.
Self serve vendors
Allow vendors to self service by allowing them to update the expiration date of their certifications and upload copies and pictures of the new ones.
Roadmaps
Create certification paths for vendors based on jobs or projects that need to be followed to be compliant. Generate instant reports indicating who has what and what COI is missing.
Real time policy acceptance
Create certification paths for vendors based on jobs or projects that need to be followed to be compliant. Generate instant reports indicating who has what and what COI is missing.
Upload document copies
Upload attachments to employee certifications like PDF or image files of the actual license. Don't go looking for those on shared drives or email attachments. Everything is in one place.
Group data by company, location or branch
Separate data by company, location or branches and see reports by location onhow document expiration dates are doing.
Your data on the go
Take your data anywhere with the Expiration Reminder mobile app for iOS, Android and Windows 10. Allow employees to update their certifications and take pictures.
What our users are saying
Frequently Asked Questions
.svg){kind=icon}
.svg)