Every sub's certificate of insurance on file, always current.

Chasing subs for certificates of insurance eats hours, and an expired COI can leave you exposed. The paperwork chaser requests them through a simple upload link, checks each one against your checklist, and asks for renewals before they expire.

Start with the paperwork chaser See pricing

Paperwork chaser: a one-minute walkthrough (captions on screen, no sound).

Open the one-minute walkthrough on its own page (easy to share with a partner or your office manager).

What it does

Requests go to the vendor, or straight to their insurance broker with the vendor copied.
Each certificate is checked against your checklist: general liability limits, auto, umbrella, workers' comp, additional insured, waiver of subrogation and dates.
Renewal requests go out 30, 14 and 7 days before a certificate expires.
Different checklists per vendor type, for example subcontractors and suppliers.
Workers' comp exemptions for one-person subs are flagged for you to accept.

What your vendors get

Example: a certificate request

Subject: Certificate of insurance needed for Northline Builders

Hi Luis,

Before your next job with us, we need a current certificate of insurance on file. Please upload it here (no account needed): [upload link]

It should show general liability of at least $1,000,000 per occurrence, workers' comp, and Northline Builders as additional insured.

Thanks,
Northline Builders

Every email starts as a draft you approve, edit or skip, until you switch the agent to send automatically.

How it works

Sign up and pick this agent.
Pay the setup fee by card and get a sign-in link right away.

Connect what you use.
Check the checklist (what a vendor's certificate must show), and import your vendor list (company + email).

Approve, then let it run.
Approve the first emails yourself. Switch to automatic when you're ready.

Results every Monday.
Documents on file, and anything that needs you.

Pricing

$200/month + $750 setup for one agent · each extra agent $100/month + $400 setup · all six $500/month + $2,000 setup. No contracts, cancel any time.

Built for

⌂Contractors and remodelersBids, progress invoices and your subs' insurance, followed up. Quote follow-up · Paperwork chaser · Invoice chaser ▦Property managersEvery vendor's certificate of insurance on file and current. Paperwork chaser · Invoice chaser · Missed-call text-back ϟElectriciansGet GCs to pay on time and bids answered. Invoice chaser · Quote follow-up · Missed-call text-back

Doing it by hand for now? Use our free certificate of insurance request template and checklist.

Read the full guide to the paperwork chaser →

Questions

What does it check on each certificate?

Whatever is on your checklist: limits per occurrence and aggregate, auto, umbrella, workers' comp, additional insured, waiver of subrogation, dates, and optionally a license. AI credits do the checking; without them, you check by hand.

Can requests go to the insurance broker?

Yes. Add a broker email and requests go to the broker with the vendor copied.

Who is it for?

General contractors, remodelers, property managers and anyone who hires subcontractors or vendors and needs their insurance on file.

Does it replace my insurance advice?

No. It collects and checks documents against the requirements you set. Your contracts and your insurer decide what those requirements should be.

What does it cost?

$200/month plus $750 setup on its own, or part of all six agents for $500/month.

The other agents

Invoice chaserGet paid without chasing.Quote follow-upWin the jobs you already quoted.Missed-call text-backNever lose a caller to voicemail.Receipt chaserStop chasing your team for receipts.Review requestsAsk every customer for a review, every time.

Stop chasing. Start collecting.

Set up in an afternoon. You approve every email until you switch it to automatic.

Get started See pricing