Vendor certificate tracking

Know which vendors need attention.

Keep certificate versions, requirements, and exact coverage gaps in one owner workspace. Send vendors a simple upload link without asking them to create an account.

  • Vendors upload without an account
  • You confirm every field
  • Every version kept
A fanned stack of insurance certificates with a vermilion seal on a green drafting desk beside a building blueprint and a hard hat

How it works

Three steps from request to proof.

  1. 1Set the requirements

    Build a template with general liability, auto, umbrella and employer's liability limits, plus additional insured and waiver rules.

  2. 2Send an upload link

    Each vendor gets a private link for a PDF, JPEG or PNG. Nobody has to create an account or pay to upload.

  3. 3Review and see exact gaps

    Confirm the certificate fields beside the document. Vendorsed names each missing line, short limit or missing endorsement.

A brick apartment building under renovation at golden hour, with a tradesperson walking toward the entrance

For property managers and general contractors

Every vendor carries one clear status.

The vendor list is sorted by urgency, so the certificates that need you come first.

Compliant
Every requirement is met by a confirmed certificate.
Expiring
A policy ends inside the template's expiring window.
Deficient
A limit, line or endorsement falls short, and the gap is named.
Expired
A required policy has already ended.
Awaiting review
A new upload is waiting for you to confirm it.
Missing
No certificate has been received yet.

Review every upload

Check certificate fields yourself before a status changes. Where automatic ACORD 25 reading is on, fields arrive pre-filled and unconfirmed.

See exact gaps

Track missing coverage, limits, additional insured, and waiver requirements.

Keep history

Retain certificate versions and see which vendors are missing, deficient, expiring, or compliant.

Remind before expiry

Email the vendor and you 30 and 14 days before a certificate expires and on the day it does, with a no-login upload link.

Vendors never pay to upload a certificate.

Start with your requirements and your first vendors today. Billing is coming soon.

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