Demo with made-up data
Paperwork tracker
Every partner's insurance certificate in one list, checked against your minimums. Try uploading a certificate or sending a reminder. Nothing here is real, and nothing is sent.
If a certificate can't be read cleanly, the partner types the date in; nothing is guessed.
Your minimums: General liability $1M per job / $2M total
Ridgeline RoofingCurrent
Roofing · GL $1M / $2M · expires 2027-02-10
Ridgeline RoofingCurrent
Roofing · W-9 on file, TIN masked •••-••-1234
Tidewater GuttersExpiring soon
Gutters · GL $1M / $2M · expires 2026-11-20
Pamunkey ElectricNeeds attention
Electrical · GL $500K / $1M · expires 2027-05-01
GL below your $1M minimum
Chickahominy ConcreteLapsed
Concrete · GL $1M / $2M · expired 2026-09-30
New Kent DrywallNeeds attention
Drywall · W-9 missing
The real version reads each certificate you or your partners upload, and sends polite reminders before anything lapses. Who built this