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.
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