Vendor compliance guides
Practical checklists and templates for tracking vendor insurance, licenses and certificates. Each guide is general information you can use with any tool or spreadsheet.
Guide list
4 min read
Certificate of insurance tracking checklist
Checklist for property managers and contractors tracking vendor certificates of insurance: coverages, holders, minimums, expiry dates and reviews.
4 min read
Subcontractor insurance requirements explained
Coverages general contractors commonly require from subcontractors, how to set minimums by trade and job size, and how to write them into a subcontract.
4 min read
How to chase expired vendor certificates
A reminder timeline for expiring vendor insurance, email wording that gets a reply, steps when a vendor does not respond, and how automated reminders help.
4 min read
Vendor compliance audit checklist
How to prepare vendor insurance and license files for an insurer, owner or internal audit: evidence to keep, reviewer sign-off, audit trails and exports.
4 min read
Additional insured and waiver of subrogation
Plain-language meanings of certificate holder, additional insured and waiver of subrogation on a certificate of insurance, and what to check in the policy.
3 min read
Vendor insurance request email templates
Three short email templates for requesting vendor insurance: a first request, a 14-day expiry reminder and an expired notice, with tips for sending them.
5 min read
How to read an ACORD 25 certificate
Section-by-section guide to the ACORD 25 certificate of liability insurance: what to check first, what each part shows, and what a certificate does not do.
4 min read
Certificate holder vs additional insured
The difference between a certificate holder and an additional insured, why a name on a certificate does not add anyone to a policy, and a review checklist.
4 min read
Lien waiver tracking for small contractors
Lien waivers in general terms, the four common labels, and a simple paperwork-before-payment routine for subcontractor and supplier payments.
5 min read
What to send an insurance agent for a certificate request
The facts an insurance agent needs to reissue a vendor certificate, a copy-paste request email, common mistakes, and how to track the reply.
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