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Guides
Plain-language guides for general contractors on collecting, checking and tracking subcontractors' certificates of insurance.
Additional insured vs certificate holder: what a GC needs
The difference between an additional insured and a certificate holder on a sub's certificate of insurance, and how a GC checks it got the one it needs.
Certificates of insurance for subcontractors: what a GC collects
What a general contractor should collect from each subcontractor before work starts, what to check on the certificate, and the red flags to catch.
COI tracking software for general contractors: what to look for
What COI tracking software should do for a general contractor, when a spreadsheet is still enough, and what to ask before you pay for one.
COI tracking spreadsheet: the columns that catch a lapse in time
How to set up a COI tracking spreadsheet for subcontractors, with the columns, formulas and weekly routine that catch an expiring policy before it lapses.
How to request a certificate of insurance from a subcontractor
How to request a certificate of insurance from a subcontractor and their agent, what the request must include, and four email templates to copy.
Know before a sub's insurance lapses, not after
COI Nudge collects certificates of insurance from your subs, reads the expiry dates, and emails the sub and their agent before a policy lapses, until a new certificate arrives.
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