Every sub's insurance checked and kept current
Collects COIs and W-9s from subs and owner-operators, checks limits and endorsements against the contract, and chases renewals before they expire.
Expired certificates sit in a filing cabinet.
Every sub and owner-operator needs a current COI with the right limits, additional insured and waiver of subrogation, plus a W-9 on file. Requirements change by contract. Tracking renewals by hand means someone ends up working uncovered.
A paving sub's auto policy expires on a Friday. Their trucks haul base on Monday, and the office learns about it when the owner's auditor asks for the COI.
Subcontractor insurance tracking, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Collect the paperwork
Requests COIs and W-9s from each sub and owner-operator and reads what comes back.
- 2
Check the coverage
Compares limits, additional insured and waiver wording to each contract's requirements.
- 3
Chase renewals
Asks agents and subs for new certificates ahead of expiry and flags anyone who lapses.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Subs on site only with current coverage
- Endorsement gaps caught at intake
- Audits answered from one clean file
Works inside the systems you already run
Before you ask.
Collects COIs and W-9s from subs and owner-operators, checks limits and endorsements against the contract, and chases renewals before they expire. It works in three steps: collect the paperwork, check the coverage and chase renewals.
It works inside the tools your team already uses, including email, document storage, accounting and dispatch. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
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Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.