Track certificate of insurance and W-9 validity across your entire roster, chase renewals automatically, and produce an inspector-ready compliance binder in seconds.
Plans start at $500/month based on roster size. The Admin Portal is restricted to the platform owner — general contractors signing in land in the GC portal only.
Live roster · Riverbend Pavilion
LIVESafe Site Concrete Inc.
Concrete · exp Nov 18, 2026
Cascade Mechanical Co.
HVAC · exp in 21 days
Timberline Framing Crew
Framing · exp in 12 days
Bright Spark Electric LLC
Electrical · lapsed 40 days
14
Compliant
3
Expiring
1
Lapsed
Watch it happen
A full onboarding, start to finish — the GC adds the subcontractor, the sub uploads from their phone, and the system extracts and verifies the tax and insurance details.
Live compliance lights
Every subcontractor carries a status light recalculated against today's date — here is exactly what each one means on your jobsite.
Approved COI on file, policy runs 30+ days out.
Sub is cleared for the gate. No action needed.
Policy lapses inside 30 days.
Renewal notices are already emailing the sub and their agent.
Expired, missing or rejected certificate.
Lock the sub out of the jobsite until documents are renewed.
Four escalating milestones fire off automatically at 30, 14 and 7 days out, then on the lapse date. Notices go to the subcontractor and their insurance agent, so you stop being the middleman.
Expiration calendar · March
3 milestones this weekFirst renewal request emailed
Sub + insurance agent
Second notice, GC copied
Sub + agent + GC
Urgent notice, status flips yellow → red watch
Agent escalation
Site-access lockout flag raised
Project team
Record #COI-2026-0182
Non-compliantLockout flag raised — 40 days past expiration
Mar 14 · 08:12 · System
30-day renewal reminder sent to agent
Jan 03 · 06:00 · System
Certificate approved — limits verified
Aug 09 · 14:41 · T. Alvarez (GC)
Carrier, policy no., limits parsed (97%)
Aug 09 · 14:36 · AI extraction
Uploaded via secure no-login link
Aug 09 · 14:35 · Bright Spark Electric
Uploads, AI extraction confidence, human approvals, reminder sends and status flips are all timestamped against the record. When an owner or insurer asks how you knew, the answer is one screen away.
Add a subcontractor and they get a private, expiring upload link. No password, no app, no phone tag — the file lands in your vault and the AI files it for you.
Upload your COI
Bright Spark Electric
Snap a photo
Inspector-ready compliance binder
This is a real six-page export for a sample general contractor — Meridian Ridge Construction on the Riverbend Medical Pavilion job. Portfolio register, two full certificate records, the W-9 exhibit an inspector can actually read, the renewal schedule and a hash-sealed export attestation.
Download the sample binder (PDF)Sample data for demonstration only — not insurance or legal advice.
sample-compliance-binder.pdf
6 pages · generated Jul 31, 2026
From the field
“We run four multifamily sites at once and used to chase COIs by text message. Now a sub with an expired policy shows red before the framing crew ever pulls up to the gate.”
Marcus Delgado
Project Executive
Delgado Residential Builders — multifamily construction
“Our hospital client audits us twice a year. Last review I exported the whole binder — every certificate, every W-9, every approval timestamp — in about two minutes instead of two days.”
Priya Raghunathan
Director of Risk & Compliance
Northline Healthcare Contractors — healthcare interiors
“Half my electrical and mechanical subs are one-truck outfits. They photograph the certificate from the cab and it lands in my vault. Renewal reminders go to their agent too, so I stopped being the middleman.”
Dale Whitmore
General Superintendent
Whitmore Industrial Group — industrial & plant work
Plans start at $500/month by roster size. Subs never pay and never log in.