Subcontractor Compliance Checklist: Documents to Verify
The documents every subcontractor must clear before starting work: signed contract, verified COI with real endorsements, workers comp, W-9 and license. Plus how to verify each.
Read articlePractical guides on certificate of insurance tracking, ACORD 25 review, endorsements, and vendor compliance.
The documents every subcontractor must clear before starting work: signed contract, verified COI with real endorsements, workers comp, W-9 and license. Plus how to verify each.
Read articleA certificate of insurance covers nothing by itself. Here is what the ACORD 25 actually shows, what it does not, and the four checks that make it meaningful.
Read articleMost vendors should carry $1M per occurrence and $2M aggregate general liability at minimum. How to set insurance limits by vendor type, with a requirements table.
Read articleACORD 25 OCR reads the carrier, limits, dates and endorsements off a certificate automatically, so no one keys them by hand. Here is how to automate it.
Read articleEvidence of insurance (ACORD 27, 28) proves property coverage to a party with a direct interest like a lender. A certificate of insurance (ACORD 25) does not.
Read articleWhich COI software integrations actually save time, how to tell a real sync from a CSV export, and the four questions to ask on a demo before you sign.
Read articleA blanket waiver of subrogation endorsement waives recovery against any party your contract requires. Form numbers, comp cost and the 2019 CG 24 04 trap.
Read articleQuickBooks Online has no native COI tracking. Here is what QuickBooks Desktop does, the three QBO workarounds bookkeepers use, and where each one breaks down.
Read articleCOI compliance means every vendor you work with carries the insurance your contract requires, verified and current. Here is what it means, who owns it, and how to keep it.
Read articleAvetta and ISNetworld are the two big contractor prequalification networks. Here is how they compare on cost, industries and model, and when plain COI tracking is enough.
Read articleStart tracking vendor certificates of insurance and never miss an expiration.
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$288 yearly
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| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale COI compliance across your whole team with automated reminders.
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| Pro AI Best accuracy | 2,000 pages |
Enterprise‑grade COI tracking, security, and controls.
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$ yearly
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Custom workflows and deployment for AI automation at scale