Know which vendors are covered today, not at the next audit

Every vendor gets a compliance status built from the certificates on file, with the gaps listed in plain words and the next expiry date in view.

  • Prices on the page, from $24 a month billed yearly
  • Month to month or yearly, cancel any time
  • No fee and no login for your vendors
  • Checks endorsements, not just the first page

What you get

One status per vendor

Compliant, expiring, non-compliant or missing, calculated from the certificates on file against the requirement set that applies to that vendor.

Vendors do the uploading

Send a request with a no-login upload link. The vendor uploads the new certificate and it is read and checked the moment it lands.

Records that hold up

Every certificate stays attached to the vendor with the fields read from it, and the compliance report exports to XLSX, CSV or PDF.

Onboarding a new vendor

Add the vendor, or import a list from CSV, and request a certificate. The vendor gets a link, uploads, and you see the result against your rules.

  • Requirement sets by vendor type, project or single vendor
  • Gaps listed one by one, for example a general liability limit below your minimum
  • Additional insured reported as blanket or scheduled, with the named party

Keeping the portfolio current

Expiry dates are tracked per policy line, so one lapsed auto policy does not hide behind a valid general liability line.

  • Reminders at 60, 30 and 15 days and after expiry
  • Renewal requests to the vendor with a fresh upload link
  • Projects view for general contractors running several jobs

Answering an audit

When someone asks which vendors were covered and when, the answer is an export, not a week of digging through email.

  • Compliance report with insured, carriers, coverages and gaps
  • Original certificate PDF kept next to each record
  • XLSX, CSV and JSON exports, and a REST API on the Pro plan

Start with a certificate you already have

Upload it to the demo and see the status, the gaps and the expiry date it would get, before you create an account.