Stay Compliant
Insurance Certificate Tracking That Protects You
Stop scrambling for insurance certificates and risking expired coverage. Track all certificates automatically with expiration alerts to maintain compliance and protect your business.
- Centralized certificate storage
- Automatic expiration tracking
- Vendor renewal reminders
- Coverage verification
- Compliance dashboard
- Mobile access anytime
Complete Insurance Compliance Management
Everything you need to track certificates and maintain compliance
Certificate Storage
Store all insurance certificates (COIs) in one secure, searchable location.
Expiration Tracking
Track expiration dates for every certificate with automatic renewal alerts.
Automatic Reminders
Send automatic reminders to yourself and vendors before insurance expires.
Coverage Verification
Verify coverage amounts, policy numbers, and insurance carrier information.
Vendor Assignment
Link certificates to vendor profiles for easy access when assigning subcontractors.
Compliance Dashboard
See at a glance which vendors have current insurance and which need attention.
Mobile Access
Access certificates from job sites or meetings via mobile app - no filing cabinets needed.
Audit Trail
Complete history of all certificates, updates, and expirations for compliance audits.
How It Works
Automatic tracking from upload to renewal
Upload Certificates
Upload or email insurance certificates directly to BuilderMate. Link to vendor profiles.
Extract Information
System extracts policy numbers, coverage amounts, and expiration dates automatically.
Get Alerts
Receive alerts 90, 60, and 30 days before expiration. Vendors get reminders too.
Update & Renew
Request updated certificates from vendors. Upload renewals to maintain compliance.
Real-World Compliance Success
Project Safety
Starting a commercial project with 8 subcontractors. Check compliance dashboard and discover 2 subs have insurance expiring in 20 days. Request updated certificates before project starts. No delays or liability exposure.
- Avoid project delays and liability risks
Automatic Compliance
Electrician's insurance expires in 45 days. BuilderMate automatically sends reminder email to subcontractor. They email updated certificate directly to BuilderMate. You get notification - no manual tracking required.
- Effortless compliance management
Client Requirements
Commercial client requires certificates of insurance from all subs before project starts. Pull all current certificates from BuilderMate in 2 minutes. Send complete package to client. Professional and organized.
- Quick compliance documentation for clients
Frequently Asked Questions
“Insurance certificate tracking eliminated one of our biggest compliance headaches. We used to scramble to find current certificates or discover expired insurance mid-project. Now everything is tracked automatically with alerts. Zero compliance issues in 18 months.”
Complete Your Toolkit
These features work great together with what you just explored.
Vendor Management
COI tracking is part of your full vendor profiles.
Learn moreSubcontractor Portal
Subs upload their own COIs directly to the portal.
Learn moreDocument Management
Certificates stored alongside all project documents.
Learn moreProject Management
Block assignments for subs with expired insurance.
Learn moreReady to Automate Insurance Compliance?
Join contractors who eliminated compliance headaches with automatic certificate tracking.