General contractors
COI tracking for general contractors
Keep each subcontractor's certificate of insurance on one board. See what is valid, what is inside your reminder window, and what has already expired. Send the sub a link when you need a renewal.
The 7-day trial applies to first-time subscribers only.
Certificates the workspace starts with
General liability COI
Commercial general liability certificate, with the expiry on the form.
Workers' compensation COI
Workers' compensation coverage, or a recorded exemption if you accept one.
Auto liability COI
Automobile liability for vehicles the sub brings on site.
Umbrella / excess COI
Excess liability sitting over the primary policies.
Business license
Local or state business registration when the job requires it.
W-9
Taxpayer identification. No expiry unless you choose to refresh it.
From signup to the board
- Create the workspace and choose general contractor.
- Add the first subcontractor, or import the CSV template.
- Upload the certificate with the expiry printed on it.
- Send an update link so the next file arrives in Review.
Questions
How do I start without a sales call?
Create an account, pick the general contractor workspace, and follow the checklist: add a subcontractor or import a CSV, upload the first certificate, and send an update link.
What does the trial include?
A 7-day trial applies to first-time subscribers only, on the plan you pick during signup. You can add parties and documents during the trial. Billing shows Starter, Pro, and Business when you want to continue.
Can I check one expiry before I sign up?
The free COI expiry checker takes a date and returns the days remaining plus the reminder dates. It ends with a link to the trial.